Lead Wealth Manager

About this roleJob Description:We are seeking a highly motivated and experienced wealth management professional with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our real estate fund.Lead Generation & ProspectingIdentify and reach out...

Roles and ResponsibilitiesLiaising with Wealth RMsRegular Visit to SBI Wealth Branches and Liaising with bank officials.Responsible for new Wealth client acquisitionMarketing & Training Wealth RMs on Demat and trading a/cRunning the daily deliverable activities of the business ensuring achievement of KPIs and quality of service focus areas being : Client...

Seeking experienced Wealth Professionals to join our team at Ikashi Wealth. Our firm is dedicated to delivering high-quality wealth management services to High Net-Worth Individuals (HNIs). We are expanding our Relationships Department and require dynamic professionals who can engage with HNI clients, provide personalized investment strategies, and ensure...

Job Title: Senior Vice President of Wealth ManagementThe role involves managing a portfolio of high net worth individuals and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor role, requiring strong personal relationships, deep product knowledge, and a track record of...

About the Role:Seeking a seasoned Wealth Manager to build and maintain strong client relationships, providing tailored financial advice and wealth management solutions.Key Responsibilities:Relationship Building: Develop lasting connections with high-net-worth individuals to understand their financial objectives.Financial Advice: Offer personalized investment...

Expert Financial StrategistThe Senior Wealth Manager position involves building and maintaining long-term relationships with high-net-worth clients, offering customized investment, insurance, and wealth planning solutions to meet their unique needs.

Lead a high-performing Wealth Management team as a Chief Manager/Sr Manager. Key responsibilities include:Develop and provide tailored investment solutions to client needs, driving business growth and increasing Assets Under Management (AUM).Regularly engage with leads through strategic communications, leveraging market insights and news articles to maintain...

Reinventing Financial ExpertiseWe are seeking a skilled Professional to join our team.The ideal candidate will work closely with clients to understand their financial goals, provide tailored advice, and ensure the effective management of their wealth. Responsibilities include:Day-to-day financial planning, investment management, and asset allocation...

Wealth Management Role">Key Responsibilities:">Client Acquisition and Relationship Management: Acquire and manage high net worth individual clients, ensuring seamless service delivery and fostering long-term relationships.Product Offering: Conduct client profiling to offer debt, equity, mutual fund, structured, and real estate products that meet their needs...

Unlock Your Potential as a Product TrainerAs a seasoned Product Trainer, you will be responsible for empowering new Relationship Managers (RMs) to drive business growth and success. This is an exceptional opportunity to leverage your expertise in wealth management and share it with others.Key Responsibilities:Develop and deliver comprehensive training...