Wealth Management Client Service Director

BugleRock Capital provides Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. Delivering exceptional service and building long-lasting relationships is a top priority.We are seeking a motivated and experienced Wealth Management Client Service Director to manage and enhance relationships with our...

BugleRock Capital is a leading provider of Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. Our team is dedicated to delivering exceptional service and building long-lasting relationships.Key Responsibilities:Act as a liaison between front-office relationship managers and various back-office...

Job DescriptionWe are seeking an experienced Client Relationship Manager to join our team in Chennai, India. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and driving business growth through effective relationship management.About the RoleManage a portfolio of high net worth clients,...

Job SummarySeeking a seasoned professional to lead our team of Relationship Managers (RMs) in providing exceptional customer service to High Net Worth Individuals (HNIs). The ideal candidate will have a proven track record of managing high-performing teams and driving business growth.Key Responsibilities:Team Leadership: Oversee a team of RMs dedicated to...

About the RoleDeutsche Bank is seeking a skilled Private Banker to join our team in Chennai. As a Private Banker, you will be responsible for acquiring and managing a portfolio of high net worth clients, providing them with world-class banking and investment services.Key ResponsibilitiesAcquire new clients and build relationships through effective...

Job Title: Cluster Head ChennaiJob Summary:We are seeking a highly skilled and experienced Cluster Head to lead our wealth management activities in Chennai. The successful candidate will be responsible for driving revenue growth, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to high net worth individuals and ultra...

Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship ManagementAcquire and handle a group of high net worth clients, providing them with...

Wealth Management RoleThe ideal candidate will be part of the Wealth Management team based in Chennai office, managing existing relationships and prospecting for new clients to onboard onto the DB platform.Key Responsibilities:Prospect and acquire new Wealth Management clients with a minimum AUM of INR 100 Mio.Manage and maintain relationships with existing...

Job Title: Wealth ManagerAbout the Company: ARDOR TALENT SOLUTIONS PRIVATE LIMITED is a leading player in the financial services industry.About the Role: We are seeking a highly skilled and experienced Wealth Manager with expertise in HNIs and institutional client management to join our team.Key Responsibilities:Client Acquisition & Relationship...

Job Title: Wealth ManagerLocation: Bengaluru Chennai HyderabadAbout the Client:Our client, a leading player in the financial services industry, is seeking a highly skilled and experienced Wealth Manager with expertise in HNI and institutional client management to join their team.This role focuses on managing relationships with High Net Worth Individuals...

About this Role:We are seeking a skilled Wealth/Relationship Manager to join our team at LMV Investment Services Pvt Ltd.Responsibilities:To manage relationships with clients and provide financial solutions.To generate leads and convert them into clients.To have a sound knowledge of life, health, and general insurance sales.To possess a driving license and...

Job Title: Relationship ManagerWe are seeking a skilled Relationship Manager to join our team at ConsultBae India Private Limited. As a Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key...

Job DescriptionThis role is part of our Wealth Management team in Chennai and requires a seasoned professional to manage existing relationships and onboard new clients onto our platform.About the RoleYou will be responsible for prospecting new Wealth Management clients with a minimum asset under management (AUM) of INR 100 million.Managing and maintaining...

Key ResponsibilitiesCultivate relationships with high net worth individuals to drive business growth and revenue expansion.Develop and implement tailored investment strategies to enhance client portfolios and achieve financial goals.Collaborate with product teams to stay up-to-date on market trends and optimize client services.RequirementsProven experience...

Company OverviewArdor Talent Solutions Private Limited is a leading player in the financial services industry, committed to delivering exceptional wealth management services. Our expertise lies in managing High Net Worth Individuals (HNIs) and institutional clients, including corporates, SMEs, banks, and financial institutions.Job SummaryWe are seeking a...

Job SummaryWe are seeking a skilled Relationship Manager to join our Wealth Management team in Chennai. The ideal candidate will have experience in managing high net worth clients and a strong understanding of investment products.Key ResponsibilitiesProspect for new Wealth Management clients with a minimum AUM of INR 100 MioManage and maintain relationships...

Job Purpose:The purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. This requires a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client...

Job Title: Wealth Relationship ManagerJob Summary: We are seeking a skilled Wealth Relationship Manager to join our team at Talent Hive. The successful candidate will be responsible for managing partnerships to generate sales for various financial products, including Mutual Funds, PMS/MLDs, Debentures, Bonds, AIFs, and LI.Key Responsibilities:Manage...

Job Summary:The ideal candidate for this role will be responsible for managing and retaining high net worth relationships by delivering exceptional service standards. This will involve designing and implementing financial plans, ensuring clients receive and execute on the right advice, and establishing strong ties with them.Key Responsibilities:- Acquiring...

About Saaki Argus & Averil Consulting:We are a leading consulting firm in India, specializing in financial services and solutions for clients with diverse needs. Our team has a strong presence in equity, debt, currency, commodity, and derivatives markets, as well as wealth management, insurance, mutual funds, and portfolio management services.Job Title:...