High Net Worth Equity Specialist

Wealth Management Role Responsibilities:As a High Net Worth Client Relationship Manager at Vimerse Infotech Inc, you will be responsible for acquiring and maintaining relationships with high net worth clients. This will involve networking, market analysis, and utilizing various tools to identify client needs and generate assets under management (AUM).Key...

As a key member of the DBS Consumer Banking Group, you will play a pivotal role in driving exceptional volume and revenue growth by acquiring and engaging with high net worth DBS Treasures clients. With a focus on delivering exceptional customer experiences and building strong relationships, you will be responsible for acquiring and upgrading quality...

Role OverviewWe are seeking a highly skilled Sales Executive to join our team at Sm Nida Manpower Solution. As a Sales Executive - High Net Worth Individuals, you will be responsible for meeting with high-value clients, including doctors, celebrities, and influential individuals, to explain our organization's mission and objectives and raise funds on their...

Job OverviewVimerse Infotech Inc is seeking a seasoned financial professional to join our team as a High Net Worth Financial Advisor. This role will focus on acquiring and managing high net worth individual clients, providing them with expert advice on their investments and overall financial portfolio.About the Role:This position involves building...

Key ResponsibilitiesDrive business growth through effective retail and institutional sales strategies.Key Performance IndicatorsDevelop and execute sales plans to meet business objectives.Team LeadershipLead a team of experienced wealth managers and relationship managers.Client AdvisoryProvide expert advice to high net worth individuals and ultra high net...

Job Title: High Value Fundraising ExecutiveJob Summary:We are seeking a highly skilled and experienced High Value Fundraising Executive to join our team at Sm Nida Manpower Solution. The successful candidate will be responsible for meeting with high net worth individuals, including doctors, celebrities, and influential people, to discuss our organization's...

Key Responsibilities:As a Fundraising Specialist for High Net Worth Individuals, you will be responsible for identifying, approaching, and engaging with high-value customers to raise funds for our organization. Your primary goal will be to develop and maintain strong relationships with these customers, ensuring their needs are met and their loyalty is...

Job SummaryWe are seeking a skilled Capital Markets Specialist to join our team at GFL Recruitment Private Limited. As a key member of our organization, you will be responsible for providing expert advice on capital market trends and portfolio management strategies to high net worth individuals (HNI) and ultra high net worth individuals (UHNI) clients.Key...

Role OverviewWe are seeking a skilled Portfolio Management Specialist to join our team at Alankit Group. The successful candidate will be responsible for managing high net worth client relationships and developing strategies to enhance portfolio profitability.Key ResponsibilitiesDevelop and implement tailored investment plans to meet the financial goals of...

Job Title:Corporate Equity Market SpecialistJob Summary:We are seeking a highly experienced Corporate Equity Market Specialist to join our team at Intellectual Capital HR Consulting Pvt. Ltd. The successful candidate will have a strong background in equity capital market transactions, including IPOs, QIPs, and rights issues.Key Responsibilities:Execution of...

Job Title: Relationship Manager mutual fundsPMSJob OverviewWe are seeking an experienced Relationship Manager to join our team at GFL Recruitment Private Limited. As a Relationship Manager, you will be responsible for advising high-net-worth individuals on investment opportunities in mutual funds and other financial products.Key ResponsibilitiesMarket...

Job SummaryWe are seeking a highly skilled Senior Associate to join our team at Marquee Equity. As a key member of our fundraising team, you will be responsible for handling inbound interest, conducting research on potential clients, and turning leads into paying customers. Key ResponsibilitiesManage on-going relationships with clients to ensure their...

Security Master Specialist Role:The Security Master Specialist is responsible for maintaining an accurate and up-to-date Security Master for global equity, futures, options, and other asset classes. This involves collaborating with the Portfolio and Treasury Services team to track and understand issues caused by exceptions and providing resolutions.The ideal...

About the RoleAs a key member of the EaseMyTrip team, you will be responsible for crafting bespoke travel experiences for high net worth individuals. This role demands a deep understanding of luxury travel destinations and a keen ability to tailor travel solutions to meet the unique needs of affluent travelers.Key ResponsibilitiesDesign customized travel...

Job Summary:The Axis Bank is seeking an experienced Relationship Manager to lead client acquisitions and develop strong relationships with high net worth clients. The ideal candidate will have a proven track record of managing complex client situations and providing tailored financial solutions.Key Responsibilities:Identify and acquire new high net worth...

About the RoleAs a key member of the EaseMyTrip team, you will be responsible for crafting bespoke travel experiences for high net worth individuals. This role demands a deep understanding of luxury travel destinations and a keen ability to tailor travel solutions to meet the unique needs of affluent travelers. The ideal candidate will embody our values of...

About the RoleAn ideal candidate for this position at EaseMyTrip will be an integral member of our team responsible for crafting customized travel experiences for high net worth individuals. The role demands a comprehensive understanding of upscale travel destinations, a keen insight into the unique requirements of affluent travelers, and a commitment to...

Key Responsibilities:Provide expert advice on investment opportunities to high net worth individuals and ultra high net worth individuals.Stay up-to-date with market trends and provide technical and fundamental stock market reports to clients.Generate revenue for the brokerage firm by advising clients on various trading and stock ideas.Improve market share...

As a Strategic Portfolio Manager at Alankit Group, you will be responsible for ensuring the profitability of the portfolio by generating high income per customer. Your role will involve enhancing customer profitability by capturing a larger share of the wallet and acquiring and handling a group of high net worth exclusive clients.Key...

Key Responsibilities: As a highly skilled Investment Advisory Sales & Business Development Professional, you will be responsible for acquiring clients on investment planning, goal-based financial planning, and asset allocation strategies. You will also prepare reports and presentations for investor awareness and client engagement. Additionally, you will...