Wealth Manager (Bareilly)

Wealth Manager (Bareilly)

17 Apr
|
Stride Ventures
|
Bareilly

17 Apr

Stride Ventures

Bareilly

Wealth Manager – Unlisted Debt | HNI/UHNI CoverageWe are looking to onboard a seasoned wealth professional with a robust track record in placing unlisted debt securities with HNI/UHNI clients, family offices and corporate treasuries.If you have deep client relationships and a sharp eye for fixed income opportunities, this role offers a strong platform to scale.What You’ll DoManage and grow a portfolio of HNI, UHNI, family office and corporate treasury clientsDrive revenue through distribution of unlisted debt and other wealth productsAct as a trusted advisor, offering tailored investment solutionsAcquire new clients through strong networks, referrals and market connectsBuild long-term relationships to ensure high client retention and engagementWhat We’re Looking For8–12 years in wealth management with strong exposure to unlisted debt / fixed income productsProven track record of placing unlisted debt securities with HNI/UHNI and institutional clientsStrong existing relationships with HNI, UHNI, family offices and corporate treasuriesDemonstrated success in client acquisition and revenue generationStrong market understanding and excellent relationship management skills

📌 Wealth Manager (Bareilly)
🏢 Stride Ventures
📍 Bareilly

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