▷ [24/10/2025] Wealth Manager
1 day ago
Job Description Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial products, and exceptional client interaction skills, we invite you to join our team. Key Responsibilities - Address the comprehensive financial needs of HNI clients, encompassing Personal Banking, Business Banking, Wealth Management, and Insurance. - Achieve set targets in terms of product mix, ensuring a balanced and diversified portfolio for clients. - Provide 360-degree coverage of client needs across their personal and business banking/financial requirements. - Undertake a robust Relationship Management profile, involving actively acquiring new HNI customer relationships, growing existing ones, and deepening client engagement. - Focus intently on the analysis and satisfaction of HNI Customers financial, banking, investment, and business needs and objectives. - Deliver professional customer service to achieve a high percentage of customer wallet share and satisfaction, ultimately leading to strong client retention and growth. - Manage the client portfolio strategically to de-risk against attrition and ensure the stability of the book. - Manage key performance indicators at the highest level, consistently striving for excellence. - Manage customer transitions with utmost sensitivity, ensuring a smooth and supportive experience. - Ensure ongoing compliance with all relevant policies and procedures. - Report any suspicious transactions immediately to the supervising officer. Experience & Skills - 5 to 8 years of job experience working with a Bank or NBFC as a Relationship Manager (e.g., in Pioneer, Burgundy, Priority, Insignia, Wealth Management, or Private Banker roles). - In-depth knowledge of diverse financial products, including Mutual Funds (MF), Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Structured Products, Banking & NRI Products, Business Banking, Personal Banking, and Investments. - Proven experience in field sales and direct client interaction. - Great communication skills, coupled with proficiency in the local language, are essential for effective client engagement.
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Wealth Manager
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Chennai, Tamil Nadu, India Unified Vision Wealth Full timeCompany DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...
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(24/10/2025) IOS developer
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Wealth Manager
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Wealth Manager
4 weeks ago
Chennai, India Talentgigs Full timeJob Title: Wealth ManagerLocation: ChennaiJob Type: Full-TimeExperience : 3 to 10 YrsJob Summary:We are seeking an experienced and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing high-net-worth clients, providing personalized financial planning, investment strategies, and wealth management solutions. The...
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Wealth Manager
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Chennai, India Talentgigs Full timeJob Title: Wealth ManagerLocation: ChennaiJob Type: Full-TimeExperience : 3 to 10 YrsJob Summary:We are seeking an experienced and client-focused Wealth Manager to join our team. The ideal candidate will be responsible for managing high-net-worth clients, providing personalized financial planning, investment strategies, and wealth management solutions. The...
