High-Net-Worth Client Relationship Manager

Key Wealth Management RoleWe seek a seasoned wealth manager to build and maintain relationships with high-net-worth individuals, provide personalized financial advice, and drive business growth through effective cross-selling and relationship-building.Key Responsibilities:Build strong relationships with high-net-worth clients.Provide tailored financial...

Leadership Role in Client PartnershipsAs a senior leader, you will spearhead outbound business development and consultative sales initiatives targeting high net worth investors and family offices. Your responsibility will encompass the entire client lifecycle, from initial engagement to ongoing relationship management.

Senior Tax AdvisorWe are seeking a highly skilled tax professional to join our team at Live-Connections.Key Responsibilities:Develop and implement comprehensive tax strategies for high net worth individuals (HNI) in compliance with local laws and regulations.Provide expert advice on tax planning, compliance, and advisory services to ensure optimal financial...

Job OverviewThis role is pivotal in managing a portfolio of high-net-worth clients, focusing on relationship building and growth.Key Responsibilities:Achieve individual performance targets with a focus on defined income objectives.Meet customer level profitability objectives both individually and as part of a team.Achieve AUM growth objectives including...

Job DescriptionA professional with expertise in managing wealth for high net worth individuals is required. As a Wealth Manager, you will play a crucial role in acquiring and retaining clients, providing them with personalized financial solutions.The ideal candidate should have a strong understanding of the financial markets and be able to analyze client...

Position Overview:We are seeking a skilled and dynamic Wealth Advisor to join our team.Foster strong relationships with high net worth individuals, understanding their unique financial goals and objectivesResponsibilities:Client Acquisition: Identify and convert qualified leads into managed portfoliosPortfolio Advisory: Provide personalized investment...

Role Overview:A visionary leader is sought to spearhead a luxury retail store, overseeing daily operations and driving sales growth.Key Responsibilities:Strategic ownership of the store's success, fostering a positive work environment that inspires excellence in customer service.Building and maintaining strong relationships with high-net-worth clients,...

Job Opportunity:We are seeking a seasoned professional to manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering comprehensive investment advisory and wealth management solutions.This is an individual role requiring a strong personal network, in-depth knowledge of financial products, and a proven track record of building...

Job Title: Investment Strategist">Identify and acquire high net worth clients to generate assets under management (AUM)Develop and implement tailored investment strategies to optimize client portfolios">Key Requirements:">Minimum 3-5 years of experience in wealth management or a related fieldProven track record of managing AUM and growing client...

Job DescriptionAs a relationship manager, you will be responsible for managing relationships with high net worth individuals and family offices to acquire new clients and expand business. This includes offering expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure...