High Net Worth Client Advisor

**Job Overview**Kotak Mahindra Bank Limited is looking for a High Net Worth Client Advisor to join our team. The ideal candidate will have a proven track record of developing and maintaining banking relationships with high net worth clients. Main Responsibilities: Develop and expand existing high net worth client relationships for liabilities by sourcing...

**About the Role**Kotak Mahindra Bank Limited is seeking a High Net Worth Client Associate to join our team in Commercial Banking.This role involves building and maintaining relationships with high net worth clients, identifying opportunities to grow their business and providing tailored solutions to meet their needs.The ideal candidate will have a strong...

Client Relationship ManagerWe are seeking a highly skilled and experienced professional to join our team as an Ultra-High Net Worth Client Relationship Manager.In this role, you will be responsible for managing relationships with ultra-high net worth clients and family offices in India.You will develop and execute a coverage strategy, build strong...

Job Title: Wealth Relationship ManagerLocation: AndheriAbout the RoleWe are seeking an experienced Wealth Relationship Manager to join our team at Triventure Services Private Limited.The successful candidate will be responsible for analyzing client financial information, developing and implementing effective investment strategies, and providing expert advice...

We are looking for a High Net Worth Account Director to join our team at Anand Rathi Share and Stock Brokers Ltd. As a senior member of our wealth management team, you will be responsible for maintaining and deepening client relationships, generating AUM, and advising clients on their investments.About the Role:Maintaining client relationships and generating...

**Job Summary**As a High-Net-Worth Banking Specialist at wowJobs, you will be responsible for building and maintaining relationships with high-net-worth clients, providing them with personalized banking services and solutions.**Key Responsibilities**Develop and execute strategies to acquire and retain high-net-worth clients.Provide expert advice on banking...

About Us:At Integrow Asset Management, we specialize in Alternative Investment Funds (AIFs), providing unparalleled opportunities for investors to grow their wealth in the real estate market. Our commitment to excellence and strong investor partnerships has driven our success over the past five years, solidifying our position as a leader in the industry.Role...

**Job Summary**We are seeking a highly skilled Family Office Coverage Specialist to join our team at Talent Corner Hr Services Private Limited.**Key Responsibilities**Develop and execute a comprehensive coverage strategy to meet the needs of family offices.Build and maintain strong relationships with key decision-makers at family offices.Identify and pursue...

Job Description:At Merito, we are looking for a talented High Net Worth Relationship Expert to join our team. As a key member, you will be responsible for building and maintaining relationships with HNI and UHNI clients, while also identifying opportunities to enhance their relationship value.About Us:Our client is a leading Indian investment services...

About the RoleWe are looking for an experienced Private Wealth Advisor who can help high net worth individuals achieve their financial goals. As a Private Wealth Advisor, you will be responsible for managing client portfolios, providing investment advice, and ensuring seamless execution of trades.

Overview of the Role:">The candidate will be responsible for interacting with senior executives, managing delegate relations, and supporting the overall functioning of our business activities. This role requires a high level of professionalism, strong communication skills, and the ability to work effectively in a team environment.">Key...

About the RoleWe are looking for a Strategic Client Advisor to join our team. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with high net worth individuals. You will provide expert financial planning and wealth management advice, developing personalized solutions that meet their...

Overview:FIFTY1 INTERNATIONAL PVT LTD. is a leading luxury real estate channel partner firm in Gurgaon, Sector 54, with over 11 years of legacy.We specialize in high-end residential properties from top developers like DLF, Emaar, Sobha, and Godrej. Our expertise extends beyond sales, to include portfolio management, home interiors, tax assistance, legal...

About the Role:">This position involves serving as a trusted advisor to high net worth individuals and ultra high net worth clients. The ideal candidate will possess exceptional communication skills, a deep understanding of financial markets, and the ability to provide tailored investment solutions.">Key Responsibilities:">"> Client-Focused Trading: Execute...

As a sales development specialist for high net worth individuals, you will be responsible for generating revenue and developing the business for VIP SHAADI. The ideal candidate will have a proven track record of success in HNI sales and will be self-driven to drive sales on their own as well as with a large and distributed Telesales...

**Job Overview:**Anand Rathi Share and Stock Brokers Ltd is seeking a skilled Strategic Portfolio Advisor to join its team. As the ultimate face of the business, this individual will be responsible for acquiring high net worth relationships and managing them by delivering exceptional services.Key Responsibilities:To acquire preferred clients (affluent &...

About the Position:">This exciting opportunity is designed for an experienced investment advisor looking to take their career to the next level. As a Senior Investment Advisor, you will play a key role in delivering exceptional client experiences and driving business growth through strategic partnerships.">Key Accountabilities:">"> Develop and execute...

Job Description:We are seeking a highly skilled Estate and Succession Planning Advisor to join our team at Nuvama Private. As an advisor, you will be responsible for providing expert guidance to clients on estate and succession planning, including the creation of wills, trusts, and other financial instruments.Your primary focus will be on developing and...

Sapwood Ventures seeks a seasoned Wealth Portfolio Manager to oversee the growth and development of its high-net-worth client base. As a key member of our team, you will be responsible for identifying and onboarding new clients through personal networks and partnerships.Key Responsibilities:Client Onboarding: Develop and execute strategies to attract and...

**Overview**wowJobs is seeking a skilled Client Relationship Manager to spearhead the acquisition and management of high-net-worth clients, delivering exceptional banking services tailored to their financial aspirations and requirements.**Responsibilities**Spearhead the acquisition and management of high-net-worth clients, ensuring delivery of exceptional...