Wealth Management Specialist

Key Role: Relationship Manager - WealthThe key role of a Relationship Manager in wealth management is to build strong relationships with high net worth individuals and manage their wealth portfolios effectively.Responsibilities:Acquire and manage HNI clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, Mutual Funds,...

Private Banking OpportunityWe are seeking a seasoned professional to acquire and nurture relationships with high-net-worth individuals, providing them with tailored wealth solutions.Role OverviewThis role is instrumental in generating fee income by selling investment, insurance, and banking products to private clients.Key Responsibilities:Identify and pursue...

Expert Wealth Strategist Role">This is a full-time on-site role for a Private Wealth Manager located in New Delhi. Key Responsibilities: Daily tasks include financial planning, estate planning, investment management, and maintaining high client satisfaction through dedicated service. The expert will be responsible for understanding and addressing clients'...

Transform Wealth ManagementWe are redefining the way Indians build wealth. Our mission is to make sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Our team has a deep understanding of finance, product and technology, and we are backed by world-class investors. Since our inception, over 100 thousand...

Job Title:Portfolio Management SpecialistAbout this role:We are seeking a Portfolio Management Specialist to lead our alternative investment operations team.Manage a group of portfolio managers and analysts responsible for financial accounting, tax reporting, and client services.Develop the operational infrastructure on financial accounting, tax reporting,...

Job DescriptionAt Ikashi Wealth, we're expanding our Relationships Department to cater to the evolving needs of High Net-Worth Individuals (HNIs). As a key member of this team, you'll be responsible for engaging with HNI clients and providing high-quality wealth management services.The ideal candidate will possess excellent communication skills, strong...

Job Title: Recruitment Manager - Talent Acquisition SpecialistWe are seeking a seasoned Talent Acquisition Specialist to lead our recruitment efforts and identify top talent for key positions. As a strategic partner, you will collaborate with business heads and hiring managers to develop effective hiring plans that meet organizational needs.Manage the entire...

Role DescriptionAbout Revolut Private Bank:Revolut is seeking a Business Risk Manager to play a crucial role in creating the first line of defence for our Private Banking division.The ideal candidate will possess an analytical mind, with experience in operational risk management and private banking or wealth management.Identify, assess, document and review...

Wealth Consultant RoleOur organization is seeking a highly motivated wealth consultant with 1–3 years of experience in lead generation from high net-worth individuals (HNIs). This role focuses on building a qualified pipeline of investors for our real estate fund. The ideal candidate will have strong communication and relationship-building skills, as well...

Job Title: Wealth ManagerAn affluent relationship manager is required to acquire and maintain strong relationships with high net worth clients.Key Responsibilities:Conduct market research to identify potential affluent clients and create strategies to acquire them.Maintain existing client relationships, increase their assets under management, and enhance...