Wealth Management Specialist

Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship ManagementAcquire and handle a group of high net worth clients, providing them with...

Job Title: Wealth ManagerLocation: Bengaluru Chennai HyderabadAbout the Client:Our client, a leading player in the financial services industry, is seeking a highly skilled and experienced Wealth Manager with expertise in HNI and institutional client management to join their team.This role focuses on managing relationships with High Net Worth Individuals...

Wealth Management RoleThe ideal candidate will be part of the Wealth Management team based in Chennai office, managing existing relationships and prospecting for new clients to onboard onto the DB platform.Key Responsibilities:Prospect and acquire new Wealth Management clients with a minimum AUM of INR 100 Mio.Manage and maintain relationships with existing...

Job DescriptionWe are seeking an experienced Client Relationship Manager to join our team in Chennai, India. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and driving business growth through effective relationship management.About the RoleManage a portfolio of high net worth clients,...

About the RoleDeutsche Bank is seeking a skilled Private Banker to join our team in Chennai. As a Private Banker, you will be responsible for acquiring and managing a portfolio of high net worth clients, providing them with world-class banking and investment services.Key ResponsibilitiesAcquire new clients and build relationships through effective...

Job Purpose:The purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. This requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client...

Job DescriptionThis role is part of our Wealth Management team in Chennai and requires a seasoned professional to manage existing relationships and onboard new clients onto our platform.About the RoleYou will be responsible for prospecting new Wealth Management clients with a minimum asset under management (AUM) of INR 100 million.Managing and maintaining...

Job Title: Cluster Head ChennaiJob Summary:We are seeking a highly skilled and experienced Cluster Head to lead our wealth management activities in Chennai. The successful candidate will be responsible for driving revenue growth, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to high net worth individuals and ultra...

Job Title: Wealth Relationship ManagerJob Summary: We are seeking a skilled Wealth Relationship Manager to join our team at Talent Hive. The successful candidate will be responsible for managing partnerships to generate sales for various financial products, including Mutual Funds, PMS/MLDs, Debentures, Bonds, AIFs, and LI.Key Responsibilities:Manage...

Job SummaryWe are seeking a skilled Relationship Manager to join our Wealth Management team in Chennai. The ideal candidate will have experience in managing high net worth clients and a strong understanding of investment products.Key ResponsibilitiesProspect for new Wealth Management clients with a minimum AUM of INR 100 MioManage and maintain relationships...

Job Title: Wealth ManagerAbout the Company: ARDOR TALENT SOLUTIONS PRIVATE LIMITED is a leading player in the financial services industry.About the Role: We are seeking a highly skilled and experienced Wealth Manager with expertise in HNIs and institutional client management to join our team.Key Responsibilities:Client Acquisition & Relationship...

About this Role:We are seeking a skilled Wealth/Relationship Manager to join our team at LMV Investment Services Pvt Ltd.Responsibilities:To manage relationships with clients and provide financial solutions.To generate leads and convert them into clients.To have a sound knowledge of life, health, and general insurance sales.To possess a driving license and...

BugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, is seeking a skilled Wealth Management Client Service Manager.The ideal candidate will be responsible for managing and enhancing relationships with clients, ensuring exceptional service delivery, and driving client satisfaction.This role is a great...

BugleRock Capital is a leading provider of Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. Our team is dedicated to delivering exceptional service and building long-lasting relationships.Key Responsibilities:Act as a liaison between front-office relationship managers and various back-office...

About the RoleThe Wealth Management team at 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai is seeking a skilled Wealth Management Professional to join our team. As a key member, you will be responsible for managing existing Wealth Management relationships and identifying new opportunities for growth.About YouThe ideal candidate will have a strong...

BugleRock Capital provides Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. Delivering exceptional service and building long-lasting relationships is a top priority.We are seeking a motivated and experienced Wealth Management Client Service Director to manage and enhance relationships with our...

Job Summary:DBS Bank is seeking a highly skilled and experienced individual to join our team as a Relationship Banking Specialist. In this role, you will be responsible for acquiring and deepening relationships with affluent clients, providing tailored financial solutions to meet their needs and goals.Key Responsibilities:Develop and execute strategies to...

Job Summary:The ideal candidate for this role will be responsible for managing and retaining high net worth relationships by delivering exceptional service standards. This will involve designing and implementing financial plans, ensuring clients receive and execute on the right advice, and establishing strong ties with them.Key Responsibilities:- Acquiring...

At Talent Hive, we are seeking a skilled Wealth Business Developer to manage relationships with partners and drive sales for our product suite.Key ResponsibilitiesDevelop and maintain strong partnerships with financial institutions to generate sales for our products, including Mutual Funds, PMS/MLDs, Debentures, Bonds, AIFs, and LI.Design and deliver...

About YubiYubi, a leading global debt marketplace, is redefining the way finance flows between borrowers, lenders, and investors. Our platform empowers the discovery, investment, fulfillment, and collection of debt solutions. As a Wealth Management Account Manager at Yubi, you will be part of a dynamic team that equips you with cutting-edge tools to seize...