High Net Worth Client Relationship Strategist

About the RoleWe are seeking a highly motivated and experienced High-Net-Worth Portfolio Manager to join our Wealth Management team at 4S Advisory. As a senior professional, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients.As a Portfolio Manager, you will be responsible for...

Job SummaryWe are seeking an experienced High Net Worth Portfolio Manager to join our team in Hyderabad. This is a Full-Time position that requires 1-3 years of experience in financial planning and investment management.About the CompanyGamut HR Solutions is a company with a strong focus on helping individuals find their ideal job. With a dedicated team of...

Dezerv, a leading house of investing solutions for affluent Indians, is seeking a dynamic individual to join its inbound business team as a High Net Worth Portfolio Specialist. With a strong focus on delivering exceptional client experiences, this role involves engaging with discerning clients possessing a net worth of 50 lakhs and above.The ideal candidate...

We are the leading provider of professional services to the middle market globally, our purpose is to empower our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled culture and talent experience, enabling us to deliver compelling client experiences.Our Ultra-High Net Worth team specializes in...

About the OpportunityCitrin Cooperman India LLP is seeking a highly skilled US Tax Professional to lead high net worth returns. As a key member of our team, you will be responsible for reviewing and preparing complex tax returns for individuals and managing day-to-day interactions with the team to ensure timely delivery of services.ResponsibilitiesLead the...

Job SummaryWe are seeking an experienced High Net Worth Tax Manager to lead our business taxation team. As a key member of our Ultra-High Net Worth team, you will advise clients on complex tax services, including wealth transfer, charitable and retirement planning, and tax compliance.About the RoleThis is a leadership role that requires a strong technical...

Company OverviewDezerv is a premier house of investing solutions catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, Dezerv brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

Company OverviewMiles Education is a leading provider of education and career advancement services. We are seeking an experienced US Tax Manager to join our team in Hyderabad.Estimated Salary: ₹ 1,500,000 - ₹ 2,500,000 per annumJob Description:About the Role: As a US Tax Manager, you will be responsible for managing a team of tax professionals and...

About UsGA Wealth Management Private Limited is a forward-thinking financial services company with a vision to become a leading aggregator in the industry. Established in mid-2024, we offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs),...

**Company Overview**i4 Consulting: Reimagining HR Blueprints is a pioneering firm that empowers organizations through technology innovations, focusing on talent attraction, employee experience, and productivity. Our solutions are agile, cost-effective, and customizable, catering to startups, retail, media, product-based organizations, and MNCs across PAN...

Job OverviewTalent Corner is seeking a highly skilled Business Development Lead to spearhead client growth and expansion. This role requires exceptional sales expertise, industry knowledge, and relationship-building skills.About the RoleThis position involves understanding client requirements, offering expert advice, and generating leads through various...

Job OverviewAnand Rathi Share and Stock Brokers Ltd seeks an experienced Relationship Manager to join our team in Wealth Management. This role offers a unique opportunity to build long-term relationships with high net worth clients and provide tailored financial solutions.

LifeMagic Group is seeking a skilled Wealth Advisory Specialist to provide comprehensive wealth management services to high-net-worth individuals and families. This role is based in Hyderabad, Telangana, India.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals and families.Assess clients' financial goals, risk...

**Key Responsibilities:**Drive business growth by generating new leads and expanding existing relationships with high net worth customers.Provide exceptional customer service to increase customer satisfaction and retention.Develop and manage a portfolio to mitigate risk and achieve stability.Monitor and achieve key performance indicators to maximize sales...

About LifeMagic GroupWe are a dynamic and forward-thinking organization committed to providing exceptional wealth management services.Job OverviewThe ideal candidate will be responsible for developing and maintaining strong relationships with high-net-worth individuals and families, providing personalized wealth management advice, and creating customized...

Job OverviewWe are seeking a seasoned professional to join our team as a Senior Client Outreach Strategist in Hyderabad, focusing on driving brand outreach and enhancing client experience (CX).About the RoleThis role involves building strong relationships with clients, engaging them through tailored experiences, and scaling up outreach activities across...

Job Title: Senior Relationship Manager - WealthLocation: IDFC FIRST Bank BranchAbout the Role:We are seeking a highly motivated and experienced Senior Relationship Manager to join our team at IDFC FIRST Bank. As a Senior Relationship Manager, you will be responsible for leading a team of Elite Bankers in achieving sales targets and delivering exceptional...

About SavartSavart is a fast-growing fintech startup that aims to make investing simple and accessible by leveraging AI technology.Job SummaryWe are seeking a skilled Digital Marketing Strategist to join our team. As a Performance Marketer, you will play a pivotal role in driving customer acquisition and engagement through data-driven strategies.Main...

Nuvama Wealth Management is a leading wealth and asset management firm in India, serving close to a million customers across affluent individuals, family offices, institutional clients, and corporates.We are backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. Our business serves a diversified set of clients...

Nuvama Wealth: Unlock Your Financial PotentialWe are seeking a skilled Wealth Management Expert to join our team at Nuvama Wealth, one of India's leading wealth and asset management firms. With Assets under Advisory (AUA) of over ₹ 2,00,000 cr, we offer a unique opportunity to grow your career in a dynamic and rewarding environment.As a Wealth Manager, you...