Senior Wealth Manager

Job Title: Senior Wealth ManagerWe are seeking a highly skilled Senior Wealth Manager to join our team at Feufo Inc. As a Senior Wealth Manager, you will be responsible for building and preserving trusting relationships with our customers.Key Responsibilities:Acquire new customers through referrals, organizing events, and presentationsMaintain existing...

We are seeking a skilled Senior Wealth Manager to join our team at Feufo Inc. As a key member of our wealth management team, you will be responsible for building and preserving trusting relationships with our customers.You will be expected to outperform our competition and maintain our company's positive image. To succeed in this role, you should be an...

At Goldman Sachs, we're looking for talented professionals to join our Wealth Management team as a Senior Wealth Management Professional. As a key member of our PWM sales teams, you'll provide exceptional client service, operational support, and risk management. Your responsibilities will include operational management and oversight of the client experience,...

We are looking for Senior Wealth Managers tobuild and preserve trusting relationships with our customers.We’ll rely on you to find ways to outperform ourcompetition and maintain our company’s positiveimage. To succeed in this role you should be anexcellent communicator with the ability to build rapport withcustomers. We expect you to be a strategic...

Job Purpose: As a Senior Wealth Management Leader, you will be responsible for leading all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients.Responsibilities:Client...

We are looking for Senior Wealth Managers to build and preserve trusting relationships with our customers. We’ll rely on you to find ways to outperform our competition and maintain our company’s positive image. To succeed in this role you should be an excellent communicator with the ability to build rapport with customers. We expect you to be a...

About this role:We are seeking a Senior Wealth Underwriting Assistant to join our team at Wells Fargo.As a Senior Wealth Underwriting Assistant, you will be responsible for providing lending support services in operations, documentation, and customer service to Credit teams.You will interact directly with internal clients on loan-related servicing activities...

Wealthy - Unlock Your PotentialAs a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.What We OfferA dynamic and supportive...

WEALTH MANAGEMENT REPORTINGGoldman Sachs is seeking a Senior Associate to support our Wealth Management Reporting team. As a Senior Associate, you will be responsible for ensuring the timely and accurate transmission of client statements, coordination of regulatory and ad-hoc mailing for wealth management clients, and managing changes for client statement...

We are seeking a seasoned Wealth Portfolio Strategist to join our team at Feufo Inc. As a key member of our wealth management division, you will be responsible for building and preserving trusting relationships with our high net worth clients.To succeed in this role, you should be an excellent communicator with the ability to build rapport with clients. We...

Role Senior Relationship ManagerWealth (Bangalore)Experience10 YearsModeWFO 5.5 daysLocationBangaloreJob Purpose The purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a deep...

Role Senior Relationship Manager Wealth (Bangalore)Experience 10 YearsMode WFO 5.5 daysLocation BangaloreJob PurposeThe purpose of the job is to be responsible for building and nurturing strong longlasting relationships with highnetworth clients providing them with expert financial advice and personalized wealth management solutions. The role requires a...

About Stack WealthStack Wealth is a Y-Combinator-backed startup, on a mission to make smart investing accessible to the new generation of investors in India.We are seeking a highly skilled and motivated Senior Backend Lead with YOE 7yrs+ to manage and lead our full-stack development team.Key Responsibilities- Lead, mentor, and manage a team of developers,...

Join Our Team as a Senior Analyst in Asset & Wealth ManagementAt Goldman Sachs, we're committed to fostering a culture that values integrity, transparency, and diversity. As a Senior Analyst in our Asset & Wealth Management team, you'll play a critical role in driving our business forward. Your expertise will help us navigate the complexities of the...

Role Senior RelationshipManager Wealth(Bangalore)Experience10 YearsModeWFO 5.5daysLocationBangaloreJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...

The Wealth Management Partner at Axis Bank is responsible for managing high net worth individual (UHNI) relationships and providing wealth management advisory and solutions based on clients' needs and risk profile.Key Responsibilities:Develop and execute a plan to acquire new high value customer relationships.Leverage networks, partnerships, and sources of...

Job Title: Senior AssociateJob Summary:As a Senior Associate at DBS Bank, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients, having a total relationship value of INR 30 lakhs, through a need-based approach. You will ensure client coverage and product penetration through...

Key Responsibilities:Financial Planning and Wealth Management:Provide expert advice on financial planning and wealth management to clients.Conduct comprehensive financial analyses to identify areas for improvement.Compliance and Audit:Audit phone calls and case work to ensure compliance with policies and procedures.Provide coaching and feedback to improve...

Job Title: Relationship ManagerAbout the RoleThe Relationship Manager will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship Management:Acquire and handle a group of high...

About Us4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.About the RoleWe are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong...