Senior Relationship Manager

Senior Relationship Manager (NRI Desk) RoleAs a Senior Relationship Manager on the NRI Desk for Equity Broking, you will be responsible for handling Non-Resident Indian and High Net Worth clients with expertise in investment products. This role involves achieving assigned business targets by generating revenue through equity broking and other investments.Key...

Wealth Management OpportunitiesQuickTurtle is seeking experienced relationship managers and private bankers to join its wealth management team. These critical roles involve acquiring, deepening, and retaining high net worth and ultra high net worth client relationships, driving revenue through diverse wealth products, and providing expert financial...

We are seeking an exceptional professional to join our team as a senior client relationship manager.">Primary responsibilities include acquiring and managing high net worth individuals with significant investment portfolios, focusing on delivering tailored financial solutions and exceeding revenue targets.The ideal candidate will possess strong analytical...

Job TitleWe are seeking a senior professional to join our financial services practice. The role involves managing client engagements, delivering high-quality advisory projects, and supporting business growth through strong relationships and leadership.Client Engagement & Delivery: Execute day-to-day client engagements with high-quality deliverables across...

Job Title: Senior Relationship Strategist">As a key member of our high-net-worth team, you will be responsible for acquiring and managing relationships with affluent clients.You will design and implement personalized financial plans to meet the unique needs of our clients, ensuring they receive expert advice and guidance.Working closely with our team of...

Job Title: Senior Operations ManagerAbout the Role:The Senior Operations Manager is a key member of our team, responsible for overseeing the smooth operation of our business. This role requires strong leadership skills, excellent communication abilities, and a proven track record of delivering results.Key Responsibilities:Manage the day-to-day operations of...

Job Title: Senior Tax ManagerAbout the RoleWe are seeking a highly experienced and motivated senior tax manager to lead our tax compliance and advisory services. This role will focus on overseeing the delivery of high-quality tax services, managing tax teams, ensuring technical excellence, and fostering strong client relationships.Key...

Client Data Specialist IVWe are seeking a seasoned professional to lead our client data management efforts. As a Client Data Specialist IV, you will be responsible for acquiring and managing meaningful relationships with our customers.This role provides an opportunity to engage with our Middle office and be part of KYC/AML interactions, offering a...

Job DescriptionWe are seeking a seasoned professional to fill the role of Senior Partner Development Manager. In this position, you will be responsible for developing and managing our partner programs to achieve strategic objectives.ResponsibilitiesDevelop and implement effective partner strategies in alignment with company goals.Collaborate with partners to...

Key Responsibilities:Establish and maintain strong, long-term relationships with clients.Act as the primary point of contact for clients, addressing their needs, offering solutions, and providing high-level advisory on investments.Regularly meet clients to understand their financial goals, risk tolerance, and investment preferences to recommend appropriate...