High Net Worth Client Wealth Manager

Job DescriptionThe role involves building strong, long-lasting connections with clients and delivering exceptional customer experience.The Client Advocate collaborates with internal teams to ensure the delivery of comprehensive financial solutions and achieves business objectives.Key Responsibilities:Establish and maintain relationships with high net worth...

Job SummaryThe Relationship Manager plays a vital part in establishing and maintaining strong relationships with high-net-worth clients. Their primary responsibility is to deliver exceptional service, provide investment advice, and manage overall financial portfolios.Key responsibilities include:Identifying and acquiring premium clientsBuilding and nurturing...

About the RoleWe are seeking a seasoned Lead Financial Strategist to join our team, specializing in high-net-worth clients.The ideal candidate will have extensive experience in wealth management, financial product distribution, and stock market sales. You will be responsible for driving business growth, expanding client portfolios, and providing expert...

About this RoleThis is an exciting opportunity to play a key role in the growth and success of our Private Banking business.As a seasoned professional, you will be responsible for building and maintaining relationships with high net worth individuals, identifying their financial needs and providing tailored solutions to meet those needs.Your primary focus...

Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

Job ProfileThe role of a Client Relationship Manager involves collaborating with wealth specialists in managing relationships with high net worth clients.

Job SummaryThis is a unique opportunity to leverage your expertise as an Account Manager and take on the challenge of managing relationships with high-net-worth clients.The ideal candidate will possess excellent analytical skills, strong client relationship management abilities, and experience in private banking/wealth management.Develop and maintain...

Job OpportunityWe are seeking a dedicated professional to handle personalized service requests of high net worth customers, generate timely business insights, and ensure adherence to regulatory requirements.Key ResponsibilitiesManage customer complaints and resolve them within specified timeframesCoordinate with internal teams for account opening of Privy...

High Net Worth Financial Advisor Job DescriptionRole Summary:As a high net worth financial advisor, you will provide expert guidance and advice to individuals with substantial wealth. This role involves analyzing financial markets, creating tailored plans for clients, and implementing strategies to grow their assets.Key Responsibilities:Develop and implement...

Job Title:Wealth Development SpecialistAbout the Role:We seek a seasoned professional to provide high-net-worth clients with customized investment, insurance, and wealth planning solutions.The ideal candidate will be responsible for building strong relationships with clients, understanding their financial goals and risk tolerance, and delivering tailored...