High Net Worth Client Advisor

As a seasoned financial advisor, you will play a pivotal role in managing and growing a portfolio of high net worth clients by providing expert investment guidance, strategic wealth planning, and tailored financial solutions.Key Responsibilities:Establish and maintain strong, long-lasting relationships with high net worth clientsOffer authoritative advice on...

Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...

Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...

Business Development Professional - High Net Worth ClientsRole OverviewWe are seeking a seasoned business development professional to acquire and manage high net worth individual (HNI) and ultra HNI clients across various market segments.Key Responsibilities:Acquire new HNI and ultra HNI clients through strategic relationships and revenue generation...

Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...

We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...

Key Account Liaison SpecialistJob Role Overview:A Key Account Liaison Specialist plays a pivotal role in fostering strong relationships with high net worth clients, offering them bespoke investment solutions and exceptional service delivery.The ideal candidate will possess a robust background in business development, portfolio performance analysis, and...

Senior Wealth Manager RoleA highly skilled and accomplished wealth management professional is required to deliver comprehensive wealth solutions to high-net-worth individuals.Key Responsibilities:Prospect, acquire and retain high-value clientele through strategic engagement and relationship building.Design and recommend bespoke financial strategies aligned...

Job Title: Senior High Net Worth Relationship Manager">Job DescriptionWe are seeking an experienced and skilled relationship manager to develop and expand existing high net worth customer relationships.The successful candidate will be responsible for:Developing new and expanding existing high net worth customer relationships for liabilities and commercial...

Key Responsibilities :As Relationship Banking Head, you will be responsible for leading a team of Relationship Managers in the High Net Worth (HNW) channel.The primary goal is to drive business growth through acquisition and retention of high-value customers while ensuring the team meets their sales targets. Key Areas of Responsibility :Strategic Planning :...