High-Net-Worth Portfolio Manager

At Ikashi Wealth, we're expanding our team to find talented professionals who can help our high net worth clients achieve their financial goals. We're looking for someone with a passion for building strong relationships and providing exceptional wealth management services.The role involves acquiring new clients, advising on investment opportunities, and...

Job OpportunityWe are seeking an experienced professional to lead the development of our in-house legal wills and trusts offering.The ideal candidate will have a strong understanding of estate planning, inheritance tax mitigation, and long-term wealth structuring for high-net-worth clients.Key Responsibilities:Develop and implement effective estate planning...

Senior Wealth Planner RoleA leading fintech company seeks a senior financial planning professional to manage high net worth individual (HNI) portfolios and drive long-term financial success for clients.

Job Title:Financial Advisor - Portfolio ManagerJob DescriptionThe role of a Financial Advisor - Portfolio Manager is to build and maintain relationships with high net worth individuals (HNIs) by offering debt, equity, mutual fund, structured, and real estate products.This position requires acquiring and managing HNI clients to ensure seamless service...

As a wealth manager, you will play a key role in developing and maintaining relationships with high-net-worth individuals to grow their assets under management.

Private Wealth Advisor Job DescriptionAs a Private Wealth Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. Your primary role will be to provide personalized financial advice and wealth management solutions to clients based on their needs and...

Strategic partnerships drive growth in our organization.Daily Responsibilities:We develop and execute strategies to identify and attract high-net-worth investors, leveraging their potential for long-term growth.Present investment opportunities and address inquiries from potential investors, providing them with the information they need to make informed...

Role Overview:We are seeking a skilled Senior Investment Advisor to develop and execute investment strategies that meet the evolving needs of high-net-worth clients.Main Responsibilities:Establish and maintain long-term relationships with high-net-worth clients through exceptional service and tailored investment solutionsAnalyze client financial situations,...

Job SummaryWe are seeking a highly skilled Corporate Treasury and Family Office professional to join our team.Key Responsibilities:Investor Relations: Interact with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.Marketing: Oversee marketing efforts, create investor...

Job Title: Portfolio Delivery Head MediaWe are currently hiring for a senior leadership position to head our media and entertainment portfolio delivery.Key Responsibilities:Lead the successful delivery of large-scale IT programs in media and entertainment, ensuring excellence in timelines, cost, and quality.Serve as the trusted advisor to media and...