Senior Financial Advisor Private Wealth

About the RoleThis position is a crucial part of our Private Sector Banking team, focusing on acquiring High Net Worth and Ultra High Net Worth clients and building strong relationships with the bank.The role involves selling investment and insurance products as well as other banking services to Private Banking clients to generate fee...

About This RoleWe are seeking a seasoned Certified Financial Planner to serve as a trusted advisor to our clients.As a key member of our team, you will leverage your expertise in financial planning and relationship-building skills to deliver tailored financial solutions, manage client portfolios, and foster long-term client relationships.Key...

Senior Portfolio AdvisorWe are seeking a skilled Senior Portfolio Advisor to join our team. This role involves building and maintaining strong relationships with high net worth clients, converting qualified leads into managed portfolios, and advising clients on investment opportunities across mutual funds, equity, and wealth management products.Key...

Job Title: Equity AdvisorWe are seeking a skilled and client-focused advisor to join our Wealth Advisory team. The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.The right candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise...

Job TitleSenior Vice President - Wealth ManagerAbout the PositionThe Senior Vice President will oversee a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions. This is an individual role requiring a strong personal network, deep product knowledge, and a track...

Unlock Global Investment Opportunities with UsA platform that empowers retail investors to easily invest in mature markets like the US.We provide a data-driven solution that allows you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

Delivering tailored financial solutions requires a deep understanding of client goals and objectives. As a Wealth Strategist, you will work closely with clients to craft personalized plans that optimize their wealth.About the RoleThe ideal candidate will possess strong analytical skills, combined with excellent communication and interpersonal abilities. They...

Maximize Your Career Potential as a Wealth StrategistJob Summary:The Role of Relationship Manager - Wealth involves developing and maintaining strong relationships with High Net Worth Individuals (HNIs) to ensure seamless service delivery.Key Responsibilities:Conduct thorough client profiling to offer Debt, Equity, Mutual Funds, Structured, and Real Estate...

Job TitleWe are seeking a seasoned investment professional to join our team as a Wealth Manager. In this role, you will be responsible for building and maintaining long-term relationships with high-net-worth clients. Responsibilities: Identify and pursue new business opportunities through referrals, networking, and cross-selling. Stay up-to-date on market...