Senior Affluent Wealth Management Specialist

Job Title: Senior Affluent Wealth Relationship ManagerWe are seeking a seasoned Relationship Manager to join our Private Banking team. As a key member of our Affluent Banking division, you will be responsible for building and maintaining strong relationships with high net worth clients.Key Responsibilities:Manage a portfolio of existing clients and identify...

Job Title: Senior Affluent Wealth Relationship ManagerAbout the RoleWe are seeking an experienced Relationship Manager to join our team in Mumbai. The successful candidate will be responsible for building and maintaining strong relationships with high net worth individuals, providing them with personalized financial solutions and exceeding their...

About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

About the Role">As a seasoned professional in wealth management, you will be responsible for fostering long-term relationships with affluent and high net worth clients. Your key responsibilities will include:">">Fostering trust and reliability with clients through exceptional customer service and tailored wealth management solutions.">Maintaining integrity...

Job SpecificationsRole Designation: WMDepartment: Investment ProductsFunction: Sales/Wealth ManagementCompany: MOFSLReporting to: Cluster ManagerLocation: MumbaiJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in...

Job Title: Affluent Relationship ManagerAs a seasoned wealth manager, you will be responsible for cultivating and maintaining high-value relationships with affluent individuals to drive their financial growth.Identify and acquire new customers by promoting our wealth management services.Develop customized investment strategies tailored to each customer's...

High-Value Relationship ExpertiseWe are seeking a seasoned professional to build and foster long-term relationships with affluent clients. The ideal candidate will provide personalized wealth management solutions tailored to their unique needs and aspirations.Main Responsibilities:Nurture trust-based relationships with high net worth individuals (HNI)Develop...

Key Responsibilities:- Build and nurture long-term, trust-based relationships with affluent and HNI clients.- Provide holistic wealth management solutions tailored to client needs and aspirations.- Ensure integrity and transparency in all client interactions.- Drive growth by acquiring new clients and deepening existing relationships.- Stay updated with...