Wealth Manager

**Role Overview:**This wealth management role involves fostering relationships with high-net-worth individuals to understand their financial goals and objectives.**Key Responsibilities:Develop tailored wealth management strategies for clients based on their needs and risk tolerance.Regularly review and discuss portfolio performance with clients to ensure...

Job Title: Relationship Manager Key Responsibilities:Build and manage relationships with family offices, UHNIs.Offer expert advisory on MFs, AIFs, PMS, REITs, and INVITs within a ₹5 Cr - ₹50 Cr ticket size range.Expand the wealth management business with a long-term vision.Represent the organization at industry events and strengthen brand...

At the core of our organization, we have a compelling opportunity for an experienced professional to lead the development and expansion of our wealth management division. This role is pivotal in ensuring high-quality investment solutions and client-centric financial planning.The ideal candidate will possess a deep understanding of portfolio management,...

Role & responsibilitiesJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: LucknowAdditional ParametersMinimum 3 years of experience in wealth management or relationship management in the banking or financial services industryStrong...

Job SummaryWealth Management ExpertiseA Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. This role is ideal for a highly motivated individual with excellent communication skills and a passion for...

Job Title:Wealth Management LeaderKey Responsibilities:Client Acquisition & Relationship Management: Acquire and grow relationships with HNI/UHNI clients, family offices, and senior professionals to expand wallet-share.Wealth Advisory & Solutions: Advise on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and...

Our organization is seeking a skilled Affluent Wealth Relationship Manager to join our team.As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth individuals and families. Your role will involve identifying business opportunities and providing exceptional customer service.Key...

About the RoleOur Team is Seeking a Motivated and Ambitious ProfessionalWe are looking for a highly skilled and experienced Wealth Consultant who can help us build a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to...

Job Opportunity:We are seeking an experienced professional to fill a key role in our organization.About the Role:The successful candidate will be responsible for developing and providing solutions to clients based on their requirements. This involves regular follow-up with leads, increasing the client base, and upselling/cross-selling products.Key...

About this OpportunityWe are seeking an experienced Wealth Strategist to manage and grow High Net Worth and Ultra High Net Worth client relationships. The role involves advisory, portfolio management, and business development to achieve revenue and AUM targets while ensuring exceptional client service.