High Net Worth Client Portfolio Manager

Financial Advisor RoleThis high net worth client facing role involves developing long term relationships with affluent individuals to manage and grow their wealth.Key Responsibilities:Identify and acquire new clients through market research, business networking and referrals.Maintain a strong portfolio of existing clients to increase wallet share and asset...

As a seasoned wealth strategist, you will foster lasting relationships with high-net-worth individuals. You will understand their financial objectives and risk tolerance to offer bespoke investment, insurance, and wealth planning solutions.Key Responsibilities:Foster long-term connections with high-net-worth clients.Understand clients' financial goals and...

Customer Relationship Executive Key Responsibilities:Develops and expands existing high net worth customer relationships.Deepens relationships by sourcing family accounts.Cross sells banking products, enhancing penetration for digital channels.Provides customers with information about new banking services to further expand the relationship. Requirements:A...

Wealth Management Opportunities Job Description: The ideal candidate will be responsible for delivering exceptional service to high net worth individuals, driving growth and profitability through effective relationship management. Establish and maintain strong client relationships to foster business expansion and revenue growth Analyze client portfolios to...

Job Opportunity:High-Value Customer Relationship ManagerWe are seeking a skilled and results-driven High-Value Customer Relationship Manager to join our team. The ideal candidate will have a strong background in building and maintaining relationships with high-net-worth individuals, leveraging their expertise to drive revenue growth and customer...

Job OpportunityWe are seeking a skilled and experienced individual to fill the role of Client Relationship Manager.Role Overview:The successful candidate will be responsible for building and maintaining strong, lasting relationships with our high-net-worth clients. This will involve acting as the primary contact for clients, providing personalized...

Senior Wealth Management SpecialistWe are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team.Job Description:To build and maintain strong relationships with high-net-worth individuals, understanding their financial goals and objectives.To provide personalized wealth management solutions, offering tailored advice...

Unlock Global Investment OpportunitiesAs a leader in the field of wealth management, you will have the opportunity to empower retail investors in key regions to invest in mature markets. Our data-driven platform enables users to make informed investment decisions with insights and automated research.Key responsibilities include:Strategic Leadership: Develop...

About This RoleThis is an exceptional opportunity to join a leading wealth management firm as a Private Banker. You will be responsible for managing the day-to-day financial planning, investment management, and asset allocation tasks for high net worth clients.

Private Banking OpportunityWe are seeking a seasoned professional to join our team as a Private Banker. This role is instrumental in acquiring high net worth individuals and building long-term relationships with clients.The successful candidate will be responsible for selling investment and insurance products to private banking clients, generating fee income...