Wealth Management Assistant

About the RoleThis is a key role in the acquisition of high net worth and ultra high net worth clients, and in building long term relationships with the bank.Key Responsibilities:Acquisition of New Clients: Identify and acquire new high net worth and ultra high net worth clients for Private Banking services.Customer Relationship Management: Nurture and...

Job TitleWe are seeking a dynamic and experienced Product Trainer – Wealth Products to join our team.Key ResponsibilitiesDeliver comprehensive training sessions on wealth management products, solutions, and services tailored for high net worth individuals and institutional clientele.Provide continuous support and guidance to new relationship managers,...

Our organization is seeking an experienced wealth management professional to acquire and maintain relationships with affluent clients, generate Assets Under Management (AUM), and provide expert advice on investments.Key Responsibilities:Establish and maintain strong relationships with high net worth clientsGenerate revenue from preferred client baseOffer...

Job DescriptionWe are seeking a skilled and motivated student intern to join our team as a Portfolio Manager. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management,...

Job Summary:We are seeking a seasoned professional to lead large-scale operations in Banking, Financial Services, and Insurance. The ideal candidate will bring expertise in Wealth Management, Retail Banking, Compliance, and Financial Risk functions, along with leadership skills to drive automation, transformation, and continuous improvement initiatives.Main...

About this role:Oversee a team of investment operations managers and analysts to guide the company's operational strategy.Develop an operational framework, participate in business project teams, and perform tasks including accurate financial reporting of funds, sourcing proprietary fund vendors, and ensuring operational due diligence of external investment...

Contract Executive PositionAbout the Role:The ideal candidate will oversee all pre and post-contract activities related to luxury residential villa projects. A wealth of knowledge in managing contracts, leading project initiatives, and developing vendor relationships is essential.Main Responsibilities:

About our company Neo Wealth and Asset Management we are a new-age focused wealth and asset management platform in India.We cater to high net worth individuals ultra-high net worth individuals and multi-family offices.Our strategy is built on three pillars of unbiased advisory transparency and cost-efficiency.Offering comprehensive trustworthy solutions with...

Key Job Responsibilities:This role involves supporting the Treasury Head in managing treasury operations for a global travel network. The responsibilities include cash flow management, banking, credit/debit arrangements, investments, forex hedging, and process improvements.Responsibilities include:Assisting in cash management, banking operations, and forex...

Job Opportunity: Relationship ManagerWe are seeking a dynamic professional to join our team as a Relationship Manager. This role involves building and maintaining strong relationships with high net worth individuals, providing them with high-quality wealth management services.The ideal candidate will have a strong background in finance, excellent...