Wealth RM

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Eligibility Criteria:MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

Role Responsibilities Check & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling risk Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries. Conducting regular...

Organization Description:Citigroup Inc., the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment...

Organization Description: Citigroup Inc., the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment...

Role Sr. RM(Sales) Experience710 Years ModeWFO 5days LocationChennai Responsibilities: Keyrole is to build AUM for the firm. He is also responsible forcreating and monitoring a team/individual business plans definingsales goals and ensuring that procedures and policies are adheredto.The roleincludes:To Build Assets UnderManagement (AUM) through various...

Role Sr. RM(Sales)Experience710 YearsModeWFO 5daysLocationChennaiResponsibilities:Keyrole is to build AUM for the firm. He is also responsible forcreating and monitoring a team/individual business plans definingsales goals and ensuring that procedures and policies are adheredto.The roleincludes:To Build Assets UnderManagement (AUM) through various...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Eligibility Criteria:MBA (Preferably Finance) / Chartered Accountant / CFA Level 2 Cleared0-5 years of ExperienceRole:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in...

Preferred RM HeadSUMMARY: - The Preferred RM Head is the ultimate face of our Preferred vertical, 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 expected to...

Preferred RM Head SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, 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 expected...

**Nov 02, 2020**: **4 - 14 Years Exp.**: **1 Vacancy**: **Chennai, Tamil Nadu, India**: **Required Skills**: Wealth Management, Insurance, Mutual funds

Roles and Responsibilities Job Purpose To enhance business development as per the set objectives of the bank and ensure quality serviceto the customers through wealth management techniques Job Responsibilities Ensure targets given at absolute level are met - Measured by achievement over target- Ensure banking targets are met with of focus on defined...

-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...

Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world...

**Private Banker**: **Job ID**:R0205358**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-01-24**Location**:Chennai**Position Overview**: **Job Title**:Private Banker** **Location: Chennai** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a wide...

Role Responsibilities Check & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling risk Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries. Conducting regular...

Role Responsibilities Check & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling risk Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries. Conducting...

Role Responsibilities Check & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling risk Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries. Conducting regular...

Role Responsibilities Check & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling risk Assisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries. Conducting...

Role ResponsibilitiesCheck & process wealth management transactionas per checklist prepared. Quality check to mitigate any potential miss-selling riskAssisting in policies and processes, standardization of all checklists, SAU manual and callback questionnaires and obtaining approvals from legal and compliance from all countries.Conducting regular reviews...

Organization Description: Citigroup Inc., the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment...

Organization Description: Citigroup Inc., the leading global financial services company, has some 200 million customer accounts and does business in more than 100 countries, providing consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment...