Strategic Wealth Manager

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...

We are seeking experienced professionals to join our team in wealth management and private banking.Job Description:To acquire affluent clients through strategic networking and relationship-building.Maintain strong relationships with existing clients, generating assets under management (AUM) from preferred clients and advising on investment strategies to...

Personalized Wealth StrategistWe offer tailored wealth management solutions to meet the unique financial needs and goals of our clients. With extensive experience, our dedicated professionals provide a range of investment options for high net-worth individuals and corporate entities.Key Responsibilities:Develop and implement customized wealth management...

Company Description IntelliInvest provides a comprehensive suite of investment strategies tailored to optimize clients' wealth. Leveraging advanced technology and data analytics, IntelliInvest caters to a wide range of clients, from individual investors to institutions. Key offerings include model portfolios for different risk profiles, AI-driven portfolio...

Job DescriptionWe are seeking a seasoned sales professional to drive strategic growth and deepen our market presence in the wealth management ecosystem.This role demands a strong understanding of B2B SaaS sales in the financial services domain, with proven ability to lead enterprise sales cycles from prospecting to closure.Develop and execute high-impact...

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...

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...

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...

Job DescriptionWe strive to simplify wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals through a transparent, data-driven approach. Our expertise lies in wealth creation, risk management, tax planning, and estate planning.The ideal candidate will possess strong analytical and communication skills, with the ability to build...

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...