High Net Worth Client Portfolio Manager

Key Responsibilities:Manage high net worth individual portfolios to acquire, enhance, deepen and retain client relationships.Drive revenue growth by promoting mutual funds, portfolio management services and alternative investment solutions.Nurture strong client relationships through effective communication and networking skills.Stay up-to-date with equity...

Role Overview:We are seeking a seasoned Wealth Management Specialist to join our team.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).They should possess excellent communication, presentation, and negotiation skills to effectively build...

Key Responsibilities:Manage banking and investment relationships with high net worth, non-resident Indian, and ultra-high net worth clientsDevelop and expand customer relationships by delivering exceptional service and exceeding client expectationsFoster current and potential relationships with additional revenue potential to drive growthSales and Business...

Client Relationship SpecialistWe are seeking an experienced Client Relationship Specialist to join our team. In this role, you will be responsible for acquiring and servicing high net worth clients with a book size of Rs.25Lac and above.The ideal candidate will have excellent communication skills, a deep understanding of the financial markets, and the...

Unlock New Career OpportunitiesAre you looking for a challenging role that will help you grow professionally? Look no further. We are seeking a highly skilled and experienced Relationship Manager to join our team.Job Description:The successful candidate will be responsible for growing and nurturing relationships with high net worth clients, achieving...

Financial Strategist Role">The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for...

Senior Relationship ManagerThe ideal candidate will be responsible for handling a portfolio of high net worth clients and achieving revenue growth through effective relationship management, product sales, and cross-selling.About the RoleWe are seeking an experienced Senior Relationship Manager to join our team in Dubai. The successful candidate will be...

Family Office Director PositionThis strategic advisory role involves serving as a trusted advisor to ultra-high net worth individuals on investment, wealth preservation, and succession planning.Main ResponsibilitiesDevelop and implement customized investment strategies aligned with clients' goals and valuesManage relationships with key stakeholders to...

Business Development Manager\As a Business Development Manager, you will be responsible for acquiring and managing high net worth individuals (HNI) clients for our Private Client Group. The ideal candidate will have a strong understanding of the financial markets and be able to advise clients on equity, derivatives, currency, and commodity markets.\Key...

Key Job Responsibilities">">Servicing and managing high net worth clients for the Private Client group with a portfolio size of Rs.25Lac and above.">Advising clients on Equity, Derivatives, currency & commodity Markets and generating revenue from these investments.">Cross-selling third-party products like Mutual Funds, Portfolio Management Services,...