High Net Worth Client Advisor

Wealth Manager Job DescriptionOur organization is seeking a skilled Relationship Manager - Wealth to join our team. This role involves managing high net worth clients, providing exceptional service and support.Key responsibilities include:Client Profiling and Portfolio Management: Conduct thorough client profiling to offer suitable investment products, such...

Financial Services SpecialistWe are seeking a highly skilled and experienced Financial Services Specialist to join our team.Key Responsibilities:Address the financial needs of high net worth individuals, including banking, insurance, and wealth management services.Achieve sales targets through effective relationship management and product placement.Develop...

Role OverviewThe primary responsibility of a Relationship Manager in Wealth Management is to provide personalized service to high net worth individuals, ensuring seamless client experiences.

Job Summary:We are seeking a seasoned Client Relationship Manager to join our team. As a key member of our organization, you will be responsible for managing complex client relationships and driving business growth through strategic relationship development.Key Responsibilities:Client Relationship Management: Develop and maintain strong relationships with...

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 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...

Transaction Manager for Luxury Real EstateThe ideal candidate will possess exceptional negotiation, interpersonal and communication skills.Responsibilities:Coordinate transaction timelines from contract to closing date, ensuring all necessary documents are prepared and reviewed.Ensure legal compliance with local, state and federal regulations.Manage...

Financial Relationship ManagerWe are seeking a highly skilled and experienced Financial Relationship Manager to join our team. In this role, you will be responsible for acquiring, growing, and deepening relationships with high net worth customers through effective relationship management.Key Responsibilities:Generate new business opportunities to achieve...

Client Advisor Job DescriptionWe are looking for a skilled Client Advisor to join our team. This role involves advising high net worth clients on equity and other financial products.The ideal candidate will have experience in managing large customer books and building strong relationships with business associates. They should also be able to provide deep...

Job Title: Relationship Manager PCGJob Description:Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.Cross-sell third-party products such as mutual funds, portfolio management...