Global Wealth Management Professional

We are seeking a seasoned professional to lead our Global Wealth Management Operations team.The ideal candidate will have a strong understanding of wealth management operations, including brokerage and fiduciary functions such as broker dealer, corporate actions, reconciliations, account opening/maintenance/closing, asset transfer, cash sweep, and account...

Global Wealth Management Leader RoleA highly accomplished and seasoned professional is required to lead our Global Wealth Management team. As a key member of the organization, you will be responsible for overseeing the entire wealth management lifecycle, from account opening and maintenance to closure.Responsibilities:Lead and manage a high-performing Global...

Leadership Role in Global Wealth ManagementThis leadership position is focused on spearheading global wealth management operations with an emphasis on brokerage and fiduciary services. The successful candidate will be responsible for leading teams to redefine operating models, drive front office strategies, and enhance client engagement.Managing the...

Team Leader/Vertical Manager PositionWe are seeking a highly skilled Team Leader/Vertical Manager to join our organization. The ideal candidate will have a strong background in wealth management and experience in leading high-performing teams.Main Responsibilities:Lead and manage a team of advisory and dealing professionals, fostering a culture of...

Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...

Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Private Wealth Manager PositionWe are seeking a seasoned wealth management professional to spearhead our team's efforts in providing personalized financial solutions to high net-worth individuals and corporate entities.

As a seasoned leader in wealth management, you will be the face of our business and the first point of contact with clients. You will be responsible for acquiring and managing channel partners, as well as delivering exceptional services to them.Key Responsibilities:To acquire, build, and maintain strong relationships with independent financial advisors...

Software Engineer for Wealth Management ApplicationsWe are seeking a highly skilled Software Engineer to design, build, and configure applications that meet business process and application requirements.Key Responsibilities:Design, develop, and deploy applications that optimize performance and resolve issues.Collaborate with cross-functional teams to define,...