High Net Worth Client Services Specialist

Key Responsibilities:To Acquire High-Net-Worth ClientsWe are seeking experienced professionals who can acquire new affluent and super affluent clients.Maintain Strong Relationships and Generate Portfolio GrowthOur ideal candidate will be able to maintain strong relationships with existing high-net-worth clients and generate growth from their financial...

Acquiring and Trading ExpertWe are seeking a seasoned Acquiring and Trading professional to join our team.Job DescriptionAs an Acquiring and Trading expert, you will be responsible for acquiring big-ticket margins, servicing and leveraging relationships with high net worth individual (HNI) clients, and providing in-depth knowledge about trading in...

Job DescriptionWe are seeking a skilled professional to manage high net worth relationships, providing expert financial planning and advice.The ideal candidate will have excellent communication skills, be able to build strong ties with HNIs/ UHNIs, and possess a deep understanding of financial markets and trends.This is a unique opportunity to work with...

Private Client Lawyer Opportunity We are seeking a highly experienced Private Client Lawyer to lead the development of our in-house legal wills and trusts offering.The successful candidate will work closely with financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.Estate planning...

Client Relationship ManagerJoin our team of professionals and take on the exciting role of a Client Relationship Manager. As a key member of our organization, you will be responsible for building and maintaining strong relationships with high net worth clients.">Manage and develop existing client relationships to increase revenue growth and expand our client...

Financial Strategist Role">The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for...

Key ResponsibilitiesThis role involves acquiring and managing high net worth relationships, establishing strong ties with affluent individuals by designing and implementing their financial plans.The relationship manager will handle and manage clients with a minimum investment amount of Rs 25 lakhs and above, bringing existing clients and building a strong...

Strategic Wealth Manager PositionThis is a senior leadership role that requires expertise in guiding, mentoring, and managing high-performing teams to drive significant growth in assets under management (AUM) and assets under advice (AUA). The successful candidate will be responsible for acquiring and managing high net worth individual (HNI)/ultra HNI (UHNI)...

Role Overview:We are seeking a skilled and experienced Relationship Manager to cater to the investment needs of mass affluent clients.This role is focused on providing tailored wealth advice and achieving significant asset under management (AUM) and investor acquisition targets.Key Responsibilities:Cater to Client Needs: Recommend products such as Mutual...

Job DescriptionWe are seeking a highly skilled and experienced professional to manage the banking and investments relationships of high net worth individuals and ultra high net worth individuals.The successful candidate will be responsible for developing, managing, and expanding customer relationships by providing exceptional service that exceeds client...