Financial Portfolio Acquisitions Specialist

Job Title: Investment Partner SpecialistWe are seeking a results-driven Investment Partner Specialist to manage and grow partnerships with clients, partner networks, and other key stakeholders.The role involves providing investment recommendations, managing client portfolios, and ensuring optimal financial performance.Key Responsibilities:To provide...

About Wealth ManagementWealth managers play a pivotal role in overseeing the financial portfolios of affluent individuals.Key responsibilities include acquiring new clients, maintaining existing relationships and growing assets under management.Managers must offer personalized services to deepen client relationships and increase wallet share.Collaboration...

Job Title: Portfolio StrategistAbout the Role:We are seeking a seasoned Wealth Manager to join our team, bringing extensive experience in high net worth client acquisition and portfolio management. As a key member of our wealth management division, you will play a critical role in delivering exceptional client service, driving cross-selling initiatives, and...

Investment Counsellor Job DescriptionThe Investment Counsellor plays a vital role in providing bespoke investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.Key...

Land Acquisition SpecialistWe are seeking a skilled Land Acquisition Specialist to join our team. As a key member of our land acquisition team, you will be responsible for identifying and acquiring suitable land parcels for renewable energy projects in Maharashtra.

Client Portfolio ManagerThis role involves overseeing client portfolios and implementing investment strategies to meet their financial objectives.Key ResponsibilitiesDevelop and execute customized investment plans for high net worth clients.Build strong relationships with clients to understand their financial goals and risk tolerance.Monitor and adjust...

Senior Vice President - Wealth ManagerThis role involves managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions. The Senior Vice President - Wealth Manager will directly manage client relationships, build trust, and offer strategic solutions to meet their...

Senior Land Acquisition SpecialistWe are seeking an experienced Senior Land Acquisition Specialist to spearhead our land sourcing and acquisition strategy. The ideal candidate will be responsible for identifying and securing land parcels in targeted micro-markets, evaluating feasibility, engaging with brokers and landowners, and facilitating the entire...

Key Responsibilities:Manage a diverse portfolio of high-net-worth individual (HNI) clients, ensuring consistent engagement and relationship development.Pursue new HNI client acquisition opportunities with a minimum relationship value of twenty lakhs and above.Streamline client onboarding processes, encompassing documentation, Know Your Customer (KYC)...

About the OpportunityWe are seeking a talented and self-driven individual for an Investment Analyst role. This is an extraordinary opportunity for a financially skilled professional with expertise in investment advisory.As an Investment Analyst, you will work on cutting-edge projects involving portfolio management, asset allocation, and risk profiling. You...