SVP - Wealth Management - Banking (10-20 yrs)

Individual Contributor Wealth Head The ideal candidate will be responsible for managing and growing the wealth of highnetworth individuals. This role requires a deep understanding of financial markets, investment strategies, and client relationship management.Key Responsibilities:Wealth Management: Develop and implement tailored wealth management strategies...

Job Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

Job Purpose:Requirement for a Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment requirements and will help clients achieve their financial goals through strategic portfolio analysis and suggesting them the right investment products. The role requires the candidate to be proficient in...

About the client:Company Name: Banking Industry Industries: Banking / Financial Services / Broking Company Type: Public Funding Stage: Unicorn Headquarter Location: Mumbai Nature of Offering: Product & Services Founding Year: 2000 No of Employees: Responsibility:-- Banking,wealth management, product orientation, Relationship Management , customer service .-...

- Must have 12 to 20 years of experience in PMS, Wealth Management, HNI acquisition etc via Channel Partners/Independent Financial Advisor (IFA).In-depth domain knowledge of:- Mutual Fund investments in detail, PMS, Insurance- Equity Market. Current Economy- Distribution / Channel management- Good communication and presentation skills- Good interpersonal...

Senior Manager / AVP - Relationship ManagerAbout Company:Our client 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.Roles & responsibilities:- Onboarding, Handling and Managing HNI / Ultra HNI clients.- Accountable...

Senior Manager / AVP - Relationship ManagerAbout Company:Our client 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.Roles & responsibilities:- Onboarding, Handling and Managing HNI / Ultra HNI clients.- Accountable...

The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement and advice delivery framework.Key Responsibilities :To contribute to the achievement of the financial targets and business composition goals of the firm.Identify and build high-quality client relationships...

AVP/Partner - Wealth ManagementSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be...

AVP/Partner - Wealth ManagementSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be...

AVP/Partner - Wealth ManagementSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be...

ZONAL / Regional Heads - Pvt Banking / Wealth Management / Private Client Group , (HNI/UHNI) 1) It's a role of Team Management. 2) Should have a team of atleast 10-12 Relationship Managers with an AUM of at least Rs. 75 Cr per RM, managing HNI / UHNI clients with investment > 1 Cr per client.3) Candidate having own set of Client relationships & Asset Under...

ZONAL / Regional Heads - Pvt Banking / Wealth Management / Private Client Group , (HNI/UHNI) 1) It's a role of Team Management. 2) Should have a team of atleast 10-12 Relationship Managers with an AUM of at least Rs. 75 Cr per RM, managing HNI / UHNI clients with investment > 1 Cr per client.3) Candidate having own set of Client relationships & Asset Under...

Hello,Greetings from Bharti AXA Life Insurance!We have an excellent opportunity for Wealth ManagerLocation : Mumbai, Bangalore, Hyderabad, Chennai, Kochi, Kolkata, DelhiRole Expectations: Acquire New To Company Customers through Bharti AXA Life’s Wealth Creation & Retirement SolutionsIdentify Customer Needs & Provide them with suitable solutionsBuild &...

AVP/Partner - Wealth ManagementSUMMARY:The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be...

The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement and advice delivery framework. Key Responsibilities :To contribute to the achievement of the financial targets and business composition goals of the firm.Identify and build high-quality client...

The primary purpose of this role will be to develop and manage client relationships and deliver the Sanctum proposition in line with our client engagement and advice delivery framework. Key Responsibilities : To contribute to the achievement of the financial targets and business composition goals of the firm. Identify and build high-quality client...

Private Banker job description should contain a variety of functions and roles including:- Responsible for identifying potential new clients and working with them to build up a relationship with the goal of managing their wealth.- Private Bankers work with their clients to meet their financial needs and goals. They proactively advise and consult with the...

CompanyA leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals...

CompanyA leading mid- market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. The wealth management arm of the Company, is an investment advisory and money manager, which provides innovative investment solutions to High Net-Worth Individuals...