Wealth Relationship Manager | Private Bank

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high...

Key Responsibilities: Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs. Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs. Provide personalized banking solutions and regular portfolio reviews. Ensure a high level of...

**Private Banking Advisor, AS**: **Job ID**:R0354773**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-10-07**Location**:Surat**Position Overview**: **Job Title: Private Banking Advisor, AS** **Location: Surat, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across...

**Equirus Wealth Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in advisory...

We are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: **Client Facing** - Setup and attend Client Meetings, Prepare meeting...

**Who should apply?**: Anyone who wants to build a career in **Financial Planning and Wealth Management**. **Job Summary**: To manage and retain acquired relationships, mainly NRIs and HNIs. It is NOT a Sales job and there is no target and no cold calls. **Responsibilities and Duties**: - Co-ordinate with clients for on-boarding, data gathering,...

**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...

We are looking for a stock advisor(Wealth advisor) at Iskon location in Ahmedabad. Edu: Any Graduate Exp: 1 to 2 years Roles: - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Develop and maintain a Long-term relationship with customers...

Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF Responsible for generating revenue from Third party product like Insurance, Bonds, FDs Develop and maintain a Long-term relationship with customers to maintain a high level of retention of the existing customers and focus on generating new business. Will need to be constantly...

Ahmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...

Job Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...

Job Title: Wealth Executive Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...

**Company**: Arihant Capital Markets Limited **Location**: Ahmedabad **Contact Person**: Ashish Mishra **Contact Details**: - Phone: 9108461922 **Experience**: 1 to 3 years **Job Type**: Full-time **Job Overview**: **Key Responsibilities**: - Identify and understand clients' financial goals, risk tolerance, and investment preferences. - Provide...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

**Equirus** **Securities Private Limited** **About Equirus** - Equirus is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.We pride ourselves in being a trusted Investment bank servicing customer with best results in...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

**ROLES & RESPONSIBILITIES: -** - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining client relationships and generate AUM from preferred clients. - Advising Affluent clients on their Investments and managing their overall financial portfolio and...

Hiring for a reputed bank for Assets and retail liability products. Need experience in similar domain such as CASA Home loan Loan Against Property Credit Card Sales Insurance sales POS sales **Salary**: ₹25,000.00 - ₹37,500.00 per month **Benefits**: - Health insurance - Provident Fund Schedule: - Day shift Supplemental pay types: -...

-Job description **Some careers open more doors than others.** If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...