Senior Wealth Manager

Role OverviewWe are seeking a professional to play a pivotal role in the acquisition of high net worth individuals and ultrahigh net worth clients, and building lasting relationships with the bank.About the RoleThis role involves selling investment and insurance products, as well as other banking services, to private banking clients to generate fee...

At a leading wealth management firm, we strive to make a positive impact on clients' financial well-being.As a qualified wealth manager, you will have the opportunity to support individual clients with financial management.You will be responsible for building solid relationships with clients and assisting them in making informed decisions by providing...

Seeking Experienced Wealth AdvisorWe are expanding our Relationships Department and seeking dynamic professionals who can engage with HNI clients and provide high-quality wealth management services.The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned...

About Our OrganizationA leading wealth management firm has established a reputation as a trusted advisor for high net worth individuals and institutions.We specialize in wealth management and fixed income broking, addressing client needs with a 360-degree approach. Our core practice of fair dealing is guided by our motto – 'Your Trust is Our Wealth'. Our...

Job Title: Global Wealth Strategist">About the RoleThe Director of Wealth at a leading fintech company will drive the development and expansion of its wealth management division, ensuring high-quality investment solutions and client-centric financial planning.">Key Responsibilities:Strategic Leadership: Develop and implement the company's wealth management...

At our organization, we seek a seasoned and forward-thinking leader to head our Premier Client Group (PCG) Desk. This individual will be responsible for securing, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a diverse range of wealth management solutions. The ideal candidate will have a comprehensive understanding of...

Wealth StrategistDeliver high-net-worth client growth and retention through asset acquisition, portfolio management, and relationship building.Key Responsibilities:Drive client engagement and deepen relationships to maximize assets under management.Advise clients on investment strategies and financial portfolio management.Maintain a deep understanding of the...

System Integration LeadLead the implementation of middleware-based API and system integrations for our WealthTech platform. This is a critical leadership role that ensures seamless integration between our core wealth management platform and external systems and services.You'll be responsible for bridging product, engineering, vendors, and business...

Job Title: Senior Portfolio ManagerAbout the Role:We are seeking a highly skilled and experienced Wealth Manager to join our team. As a Senior Portfolio Manager, you will be responsible for managing high-net-worth individual (HNI) clients by ensuring seamless service delivery.You will conduct in-depth client profiling to offer debt, equity, mutual funds,...

Senior Relationship Manager - Wealth Management SolutionsAs a senior relationship manager, you will be responsible for building and maintaining strong relationships with high net worth individuals (HNIs) and family offices.You will offer expert advisory on various investment products including mutual funds, alternative investment funds, portfolio management...