High Net Worth Client Manager

Key OpportunitiesWe are seeking a seasoned Client Growth Specialist to cultivate, manage, and enhance high-net-worth client relationships. The role involves providing expert advisory services, portfolio management, and business development strategies to achieve revenue and asset under management (AUM) targets.Primary Responsibilities:Build and maintain...

About This OpportunityThis role oversees the direct management of a portfolio comprising High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering comprehensive investment advisory and wealth management solutions.This is an individual position requiring a strong personal network, in-depth product knowledge, and a proven track record of building...

We are looking for a motivated and experienced professional to join our team as a Wealth Consultant. The ideal candidate will have 1-3 years of experience in lead generation from High Net Worth Individuals (HNIs) and a strong understanding of wealth management, investment, and real estate trends.Key Responsibilities:Lead Generation & Prospecting: Identify...

High Net Worth IndividualsWe are seeking a skilled professional to interact with high-net-worth individuals, family offices, and corporate treasuries.

Senior Relationship ManagerOur team is seeking an experienced Senior Relationship Manager to build and maintain relationships with family offices and high-net-worth individuals.Key Responsibilities:Client Acquisition & Relationship Management: Establish and cultivate strong relationships with key clients to drive business growth.Investment Advisory & Product...

Land Investment SpecialistWe are a leading structured land investment platform with over 1,000 successful deals under our belt.Our team excels in delivering high-yield, legally robust land investments with strategic foresight. As a key member of the team, you will play a vital role in our continued success.Main Responsibilities:Develop and execute strategies...

Transform your career with a dynamic role in client relationships!Ikashi Wealth is dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through tailored investment strategies.Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions. With a client-first approach, we focus on building...

Job OverviewWe are seeking an accomplished Professional to lead our Client Acquisition and Management team. The ideal candidate will possess exceptional leadership skills, a deep understanding of financial products, and the ability to build strong relationships with high net worth individuals.

Unlock Global Investment OpportunitiesEmpower retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US with Borderless.Key ResponsibilitiesDevelop a comprehensive wealth management strategy, aligning with global investment vision.Collaborate with channel partners to bring global investing products to clients via...

Job Title: Investment Product SpecialistWe are seeking an experienced Investment Product Specialist to join our team. As a key member of our organization, you will play a critical role in helping us achieve our goals.The ideal candidate will have a sound knowledge of wealth management principles and practices. You will be responsible for assisting in the...