Leading Financial Professional for High-Net-Worth Clients

Client Partnership Lead PositionWe are seeking a highly skilled professional to champion our client relationships and promote our financial services.Lead business development and consultative sales to high net worth individuals and family officesOwn the end-to-end client experience: sale, onboarding, portfolio discussions, and relationship...

Job Title:We are seeking a seasoned Relationship Manager to build and maintain relationships with high net worth individuals (HNIs) and trust & probate planning professionals (TPPs).The ideal candidate will have a strong background in wealth management, excellent communication skills, and the ability to identify and acquire new clients while growing existing...

Lead Financial Advisor RoleWe are seeking a seasoned and results-driven Lead Financial Advisor to serve as a trusted advisor to our high-net-worth clients.

As a key player in our wealth advisory team, this role demands exceptional skill and expertise in the realm of equity and derivative trading.We are seeking an experienced and client-focused professional to join us in providing top-notch investment advisory services to our high net worth clients.The ideal candidate will possess hands-on experience in terminal...

Investment Product Manager - Ultra High Net Worth Individual Services">We are seeking a seasoned and dynamic Investment Product Manager to join our team. This individual will be responsible for overseeing the management of Ultra High Net Worth Individuals (UHNWIs) by providing a comprehensive range of wealth management solutions. The ideal candidate will...

Wealth Management ExpertA leading fintech platform seeks a seasoned financial planning & client advisory professional to manage high net worth portfolios and drive long-term financial success.Key Responsibilities:BUILD STRONG RELATIONSHIPS WITH CLIENTS AND DEVELOP HOLISTIC FINANCIAL PLANS.MONITOR, REVIEW, AND OPTIMIZE PORTFOLIOS FOR PERFORMANCE.CONTRIBUTE TO...

Job Role:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key Responsibilities:Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates with clients to ensure...

Unlock Global Investment OpportunitiesBorderless is a platform that empowers retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US. Our data-driven platform provides insights and automated research to help make smarter investment decisions.The Director of Wealth at Borderless will drive the development and...

Role OverviewThis position plays a pivotal role in cultivating and maintaining lasting relationships with esteemed clientele. The successful candidate will serve as the primary point of contact for high-net-worth individuals, ensuring an exceptional experience at every touchpoint.Responsibilities include:Developing and nurturing strong, enduring connections...

High Net Worth Investor Acquisitions SpecialistWe are seeking a highly motivated High Net Worth Investor Acquisitions Specialist with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs).Key Responsibilities:Prospecting & Lead GenerationIdentify and engage with HNI clients interested in real estate investments.Generate leads...