High Net Worth Client Portfolio Manager

Job OverviewWe are seeking a highly skilled High Net Worth Client Strategist to join our team at Nucleo. As a key member of our wealth management division, you will be responsible for managing and growing client relationships by providing comprehensive financial planning and investment management services.Your primary focus will be on assisting clients in...

Job Summary:">We are seeking an experienced and skilled professional to join our team as a High Net Worth Relationship Manager. In this role, you will be responsible for acquiring and managing high net worth relationships by delivering exceptional service standards.">About the Role:">You will be responsible for building and maintaining strong ties with high...

Dezerv is a leading provider of investment solutions for high-net-worth individuals, backed by marquee firms like Premji Invest, Accel, Elevation, and Matrix.The company was co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, who have led and founded successful wealth management businesses and managed over USD 7 billion in assets.As a...

Onxx Staffing Solutions is seeking an experienced Wealth Manager to join our team. As a key member of our sales division, you will be responsible for acquiring high net worth clients through strategic networking and market intelligence.The ideal candidate will have a proven track record of success in the banking and broking industries, with a strong...

Company OverviewMintskill HR Solutions LLP is a leading provider of premium banking services to affluent consumers in India.We cater to the financial planning, banking, and investment needs of high net worth individuals, offering a holistic and convenient financial services experience.Job DescriptionThis is an individual contributor role as a Banking...

Join our esteemed banking industry as a Business Development Associate responsible for cultivating and expanding high net worth customer relationships.We are seeking an ambitious and customer-oriented individual to develop and maintain banking relationships with a select group of high net worth customers through exceptional personalized service.The ideal...

At Deutsche Bank, we are seeking an experienced Strategic Wealth Advisor to join our team in Bangalore. This role is designed for individuals who have a passion for delivering exceptional service and building long-term relationships with high net worth clients.

Job OverviewAnand Rathi Wealth Limited is a leading wealth management firm offering bespoke financial solutions to high net worth individuals.We are seeking an experienced Portfolio Management Specialist to join our team and contribute to delivering exceptional client experiences.

High-Profile Tax Management OpportunityWe are seeking a highly experienced Senior US Tax Manager to join our Withum team in India. This is an exceptional chance to leverage your expertise in managing complex tax engagements for high net worth individuals.

Overview">DBS Bank is a leading financial institution in Asia, with a strong presence in consumer banking. As the bank's top performers, we are looking for an experienced Executive Relationship Manager to join our team in India.">">About the Role">As an Executive Relationship Manager, you will be responsible for managing relationships with high net worth...

Acquire high net worth individuals through strategic networking, database analysis, and market intelligence to grow business.Focus on building relationships with existing clients and expanding the client base.Promote the company's focus product to maximize sales.Sell a range of financial products, including mutual funds, insurance, portfolio management...

About This Role:    Wells Fargo is seeking a skilled professional to join our Commercial Banking Portfolio Management team. In this role, you will be responsible for analyzing complex financial and credit information for commercial business or high net worth customer loan packages. This will involve researching and reviewing various data points to ensure...

About This RoleWells Fargo is seeking a skilled Commercial Banking Portfolio Professional to join their team. As a key member of the Commercial Banking Portfolio Management functional area, you will play a critical role in supporting the growth and success of the company.Key ResponsibilitiesConduct thorough research and analysis of complex financial and...

About the RoleWe are seeking a highly skilled Client Financial Partner to join our inbound business team at Dezerv. In this role, you will engage with discerning inbound clients possessing a net worth of 50 lakhs and above.As a Client Financial Partner, you will be responsible for guiding clients to make informed investment decisions and helping them...

About the RoleWe are seeking an experienced Strategic Client Advisor to join our team at Deutsche Bank. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing personalized financial solutions and advice to help them achieve their goals.Key ResponsibilitiesDevelop and implement personalized...

About the RoleWe are seeking a highly skilled and experienced Executive Portfolio Manager to join our team at Kotak Mutual Fund.As an Executive Portfolio Manager, you will be responsible for managing high net worth individual (HNI) clients' portfolios, providing them with expert advice on investment opportunities, and helping them achieve their financial...

Overview">The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.We are looking for a candidate to join the Fixed Income...

About Kotak Mutual FundWe are a leading asset management company in India, dedicated to providing innovative investment solutions to our clients.Salary: ₹8,00,000 - ₹15,00,000 per annumJob Description:We are seeking a skilled Investment Portfolio Strategist to join our team. As a Relationship Manager with Kotak Mutual Fund, you will be responsible for...

Job OverviewWe are seeking a highly skilled and motivated Financial Services Professional to join our team as a Client Relationship Manager. In this role, you will be responsible for acquiring and deepening relationships with high net worth individuals and families, providing them with tailored financial solutions and exceptional customer...

The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, Global Markets and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals.Our team of client portfolio managers works closely with portfolio...