Personal Assistant to High Net Worth Individual

Wealth Management ProfessionalYou will play a pivotal role in acquiring and managing high net worth individual clients, ensuring seamless service delivery.Key Responsibilities:Acquire and manage high net worth individual clients to meet business objectives.Conduct detailed client profiling to offer personalized investment solutions.Manage and analyze client...

About the RoleThis role is instrumental in acquiring high net worth individuals and building relationships with clients.Responsibilities:Sell investment, insurance, and other banking products to private banking clients to generate revenue.Nurture and manage end-to-end customer relationships for private customers by fulfilling their banking needs through...

Job Title:Experienced Sales Professional Sought for Luxury Residential Real EstateThe ideal candidate will possess refined communication skills and the ability to deliver a personalized experience to high-net-worth individuals.This role is best suited for professionals with expertise in luxury sales, able to engage clients and build lasting relationships.Key...

Key Financial Advisor PositionOur firm seeks a seasoned Key Financial Advisor to spearhead affluent client acquisition and portfolio management. This role involves advising high-net-worth individuals on their investments, growing existing relationships, and expanding the client base.Responsibilities:Developing strong ties with affluent clients through...

Job DescriptionAs a dynamic and experienced Wealth Product Specialist, you will be responsible for training, mentoring, and enabling new relationship managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve high net worth individuals and institutional clients effectively.The...

Job OverviewThis role involves collaborating with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.Key Responsibilities:Create tailored marketing campaigns to gauge investment interests in fixed income products among high-net-worth individuals, family offices and corporate...

Senior Portfolio Manager - UHNW DivisionWe are seeking a highly experienced and dynamic Senior Portfolio Manager to lead our UHNW division. This individual will be responsible for delivering personalized wealth management solutions to Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). The ideal candidate will have in-depth...

Role OverviewA private wealth manager develops and implements comprehensive financial strategies for high net worth individuals, retail clients, corporate entities, and financial institutions.The ideal candidate will possess exceptional financial planning and estate planning skills, with a Certified Financial Planner (CFP) designation and investment...

Job Title: Portfolio SpecialistWe seek a highly motivated and results-driven portfolio specialist to spearhead investor engagement, build long-term relationships with high net worth individuals, family offices, and professionals, and promote alternate investment opportunities within the thriving Indian startup ecosystem.Key Responsibilities:Determine,...

We are seeking a skilled Business Engagement Associate to join our sales team. As a key member of our sales team, you will be responsible for proactively contacting prospective clients, engaging in meaningful conversations, and clearly communicating the value of our premium products.Key Responsibilities:Proactively contact prospective clients from provided...