High Net Worth Individual Business Development Executive

Job Title: High Net Worth Client ManagerAbout the Role:The ultimate face of our business, serving as the primary point of contact with affluent clients.This role requires a seasoned professional with prior experience in private banking or wealth management to acquire and manage high-net-worth relationships. Key responsibilities include:Designing and...

Job Title: Wealth Management ProfessionalAbout the Role:This is a dynamic and challenging position that requires an experienced professional to manage high net worth relationships with clients.The ideal candidate will be responsible for designing and implementing financial plans tailored to clients' needs.They will also provide expert advice on investments...

**Job Summary:**We are seeking a skilled Relationship Manager to build and maintain relationships with high net worth individuals.The ideal candidate will be responsible for identifying and acquiring new business opportunities, developing comprehensive financial plans, and providing exceptional client service and support.Key Responsibilities:Establish strong...

The primary objective of a Client Acquisition Specialist is to establish and maintain strategic relationships with high net worth individuals, ensuring they receive tailored financial advice and execute it effectively.Key Responsibilities:Identify and acquire new high net worth relationshipsDevelop comprehensive financial strategies to meet client...

As a Client Development Specialist, you will play a vital role in cultivating and nurturing high-value relationships with affluent clients. Your primary objective is to build strong, long-lasting ties that drive business growth and revenue.Key Responsibilities:Identifying and acquiring new high-net-worth client relationships through strategic networking and...

Client Relationship SpecialistThe cornerstone of success for a Client Relationship Specialist lies in building lasting, influential relationships with affluent and high-net-worth clients.

Job DescriptionDevelop and expand relationships with high net worth clients for liabilities and commercial assets. Ensure exceptional customer service and bank policy application.Cross-sell existing products to customers, inform them of new offerings to grow the banking relationship. Plan and execute special sales initiatives and events for prospective and...

Family Office Capital PartnersManage high net worth individual and family office relationships across East and Central India, driving capital growth and expansion across Artha's platform.Role Overview: Expand regional capital partnerships team with execution-first professionals who understand the family office ecosystem deeply.Responsibilities:

Job Title: Sr. Relationship ManagerThe role is responsible for establishing and maintaining strong, long-lasting relationships with high-net-worth clients. This involves providing expert financial advice and personalized wealth management solutions.Main Responsibilities:Client Acquisition and Relationship Management:Address the investment requirements of...

About the Role:We are seeking a dynamic and experienced product trainer to join our wealth management team. The ideal candidate will be responsible for training, mentoring, and enabling new relationship managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve high net-worth...