Wealth Management Executive
4 weeks ago
Are you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing expert investment advice to help them grow their wealth.
Key Responsibilities:
- Manage and deepen the financial portfolios of existing high net worth clients, providing expert investment advice to help them achieve their financial goals.
- Collaborate with the research and financial planning teams to provide customized investment advice to affluent clients.
- Acquire and advise new high net worth clients from our existing client base, leveraging your knowledge and expertise to build strong relationships and grow our business.
Requirements:
- Prior experience in wealth management, private banking, or a related field with a proven track record of success.
- Strong analytical and problem-solving skills, with the ability to interpret complex financial data and trends.
- Excellent communication and presentation skills, with the ability to build strong relationships with high net worth clients and colleagues alike.
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Wealth Management Professional
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Executive Leader for Wealth Management
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Executive - Wealth Management Specialist
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Wealth Management Consultant
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Senior Wealth Professional
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Strategic Wealth Management Executive
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Executive - Wealth and Investment Specialist
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Strategic Wealth Operations Manager
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Senior Wealth Management Executive
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2 weeks ago
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Global Wealth Manager
1 month ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCHSBC offers a career that will take you further, with opportunities, support, and rewards that will help you grow professionally and personally.Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth...
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Senior Wealth Management Operations Director
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Investment Operations Executive
2 weeks ago
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