Wealth Manager

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

Wealth Manager Description (Role):- Drive acquisition and activation of new IFAs, NDs, and Banks to achieve higher sales volumes.- Meet distributors regularly and identify potential ones to be earmarked for higher business opportunities.- Drive sales independently of different products by regularly engaging with all the distributors for respective...

Role DescriptionAn account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business.1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step processb. Reporting the...

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...

Job Description :- To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery.- Strategies to achieve a balance of revenue...

Job Description : To develop short term and long-term sales strategies for the Regional Wealth Management Business in line with the overall strategic goals of the organization and Department. To establish standardized and efficient sales processes to ensure quality control and efficient customer service delivery. Strategies to achieve a balance of revenue...

Job SummaryAs a Standard Chartered Relationship Manager you ll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank s strategic objectives You ll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements...

Job Title: Wealth Management ProfessionalAbout the Role:This is a dynamic and challenging position that requires an experienced professional to manage high net worth relationships with clients.The ideal candidate will be responsible for designing and implementing financial plans tailored to clients' needs.They will also provide expert advice on investments...

Job DescriptionJob DescriptionJob PurposeThe purpose of the job is to be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management solutions. The role requires a deep understanding of financial markets, investment products, and a...