High Net Worth Client Portfolio Manager

Job TitleSeeking a seasoned professional to manage Ultra High Net Worth Individuals. This individual will offer wealth management solutions and lead a team to deliver personalized services while driving business growth.Key ResponsibilitiesAcquire and manage UHNWIs by offering tailored financial strategies.Promote large portfolios, including PMS and AIF,...

Our ideal candidate will have a proven track record of building and maintaining strong, lasting relationships with high-net-worth individuals who value their financial well-being.Key Responsibilities:Bulk up a portfolio of affluent clients through referrals, professional networking, and strategic cross-selling.Deliver customized investment, insurance, and...

**Job Description**We are seeking a seasoned Certified Financial Planner (CFP) with a proven track record in wealth management and client relationship-building. The ideal candidate will have a deep understanding of the Indian financial market, exceptional interpersonal skills, and the ability to provide holistic financial advice.Key Responsibilities:*...

Seeking a seasoned wealth management expert to oversee a high-net-worth portfolio, providing comprehensive investment advisory services and strategic solutions. This individual contributor role requires strong personal networks, in-depth product knowledge, and a proven track record of building long-term client relationships.Key Responsibilities:Pursue and...

Job Title: Elite Wealth ManagerWe are seeking a highly skilled and experienced Elite Wealth Manager to join our team. As an Elite Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth...

Job Role: Senior Client AdvisorWe are seeking a skilled and experienced Client Advisor to oversee our retail operations, build strong relationships with high net worth clients, and drive sales growth.The ideal candidate will possess excellent leadership skills, the ability to inspire and motivate a team, and provide exceptional customer service.In this role,...

Strategic Partnerships ManagerWe are seeking a Strategic Partnerships Manager to join our team. In this role, you will be responsible for developing and executing strategies to identify and attract new investors from the High Net Worth Individuals (HNI) / Ultra HNI segment.You will present investment opportunities to potential investors and address any...

Corporate Treasury and Family Office ProfessionalWe are seeking a seasoned professional to manage client relationships, develop tailored financial products, and provide exceptional service to high-net-worth individuals and family offices.Clients: Foster strong relationships with current and potential investors to understand their investment needs and...

Global Wealth StrategistUnlock investment opportunities with our platform, empowering retail investors to diversify globally. Our data-driven insights help make informed decisions and facilitate access to mature markets.Develop a wealth management strategy, aligning with our global investment vision.Collaborate with partners to bring investing products to...

Job OpportunityWe are seeking proactive, highly motivated professionals to support our client acquisition and conversion strategy.Candidate Sourcing & Prospecting: Identify and reach out to potential investors through your own network (high net worth individuals, professionals, non-resident Indians, etc.). Organize webinars, online sessions, or face-to-face...