Wealth Management Client Service Director
1 day ago
We are seeking an experienced Financial Services Relationship Manager to join our team. This individual will be responsible for managing client relationships, ensuring exceptional service delivery, and driving client satisfaction.
Key Responsibilities:- Act as a liaison between front-office relationship managers and various back-office departments to resolve client inquiries and requests efficiently.
- Process and monitor client transactions, account maintenance requests, and documentation.
- Manage and update client information in CRM and other relevant systems, ensuring data accuracy and completeness.
- Coordinate with internal teams (compliance, risk management, investment operations) to facilitate client service requests and problem resolution.
The estimated salary range for this position is $80,000-$120,000 per year, depending on experience and qualifications.
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Client Service Director
4 days ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeJob DescriptionBugleRock Capital is seeking a highly motivated and experienced Client Service Director to join our Wealth Management team. The successful candidate will be responsible for managing and enhancing relationships with clients, ensuring exceptional service delivery, and driving client satisfaction.ResponsibilitiesAct as a liaison between...
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Client Relationship Manager
4 weeks ago
Chennai, Tamil Nadu, India DBS Bank Full timeJob DescriptionWe are seeking an experienced Client Relationship Manager to join our team in Chennai, India. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and driving business growth through effective relationship management.About the RoleManage a portfolio of high net worth clients,...
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Senior Wealth Management Client Liaison
3 weeks ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeWealth Management Client LiaisonAt BugleRock Capital, we're committed to delivering exceptional service and building long-lasting relationships with our clients. We're seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division.Key Responsibilities:Act as a liaison between front-office...
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Wealth Management Specialist
4 weeks ago
Chennai, Tamil Nadu, India DBS Bank Full timeDBS Treasures Relationship Manager OpportunityIn this exciting role, you will play a crucial part in delivering exceptional client experience and driving revenue growth for DBS Treasures clients. As a Wealth Management Specialist, your primary objective will be to acquire and engage with high-net-worth individuals, offering tailored financial solutions to...
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Spark Private Wealth Associate
3 weeks ago
Chennai, Tamil Nadu, India Spark Private Wealth Full timeAbout UsAt Spark Capital Group, we're a mid-market financial services franchise offering investment banking, asset management, and private wealth management solutions. With over two decades of experience, our Securities and Exchange Board of India-registered entities are dedicated to delivering exceptional results for entrepreneurs, corporates, business...
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Wealth Management Relationship Manager
4 days ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeJob OverviewBugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, seeks an experienced Wealth Management Relationship Manager to enhance client relationships and drive satisfaction.Key ResponsibilitiesAct as liaison between front-office relationship managers and back-office departments to resolve client...
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Wealth Management Relationship Manager
5 days ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeBugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, seeks an experienced Wealth Management Client Service Manager. The successful candidate will manage relationships with private clients, institutions, and families, delivering exceptional service and driving client satisfaction.Key Responsibilities:Act as...
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Financial Wealth Manager
3 weeks ago
Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full timeJob DescriptionThe Privilege Relationship Manager role at Anand Rathi Share and Stock Brokers Ltd requires a financial professional to serve as a dedicated point of contact for high-net-worth individuals/clients.As a Financial Wealth Manager, your primary responsibility is to provide personalized financial services and investment advice tailored to the...
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Private Wealth Client Support Specialist
1 day ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeAbout the RoleThis Private Wealth Client Support Specialist position involves managing and enhancing relationships with BugleRock Capital's clients. The successful candidate will ensure exceptional service delivery, drive client satisfaction, and contribute to process improvements.Responsibilities:Act as a liaison between front-office relationship managers...
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Client Service Delivery Expert
5 days ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeWe are seeking an experienced Wealth Management Client Service Manager to join our team at BugleRock Capital. As a key member of our Relationship Management team, you will be responsible for managing relationships with high net worth individuals, families, and institutions, providing tailored solutions to meet their wealth management...
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Senior Wealth Management Professional
4 weeks ago
Chennai, Tamil Nadu, India 0916 Deutsche Bank Aktiengesellschaft, Filiale Chennai Full timeJob DescriptionThis role is part of our Wealth Management team in Chennai and requires a seasoned professional to manage existing relationships and onboard new clients onto our platform.About the RoleYou will be responsible for prospecting new Wealth Management clients with a minimum asset under management (AUM) of INR 100 million.Managing and maintaining...
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Senior Wealth Management Relationship Manager
3 weeks ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeCompany OverviewBugleRock Capital is a leading wealth and asset management company providing services to private clients, institutions, and families.Estimated Salary:$120,000 - $180,000 per annum based on industry standards and location.Job DescriptionThe ideal candidate will be responsible for managing and enhancing relationships with our clients, ensuring...
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Senior Wealth Strategist
3 weeks ago
Chennai, Tamil Nadu, India Talent Corner Full timeAbout the RoleWe are seeking an experienced wealth advisor to join our Private Client Group as a Senior Wealth Strategist. This is an exceptional opportunity to drive business growth and build long-term relationships with high net worth individuals.ResponsibilitiesThe successful candidate will be responsible for cultivating relationships, growing assets...
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Wealth Development Specialist
2 weeks ago
Chennai, Tamil Nadu, India Anand Rathi Share and Stock Brokers Ltd Full timeAbout the Role:">The Wealth Development Specialist is a key professional in our team, responsible for delivering personalized financial services and investment advice to high-net-worth individuals. This role involves providing tailored solutions to meet the unique needs and goals of clients, helping them make informed investment decisions, grow their wealth,...
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Chennai, Tamil Nadu, India BugleRock Capital Full timeBugleRock Capital provides Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. We are seeking an experienced Wealth Management Client Service Manager to join our team, focusing on delivering exceptional service and driving client satisfaction.Role Description:Act as liaison between front-office...
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Chief Managed Services Director
3 weeks ago
Chennai, Tamil Nadu, India TalentOla Full timeAbout the CompanyTalentOla is actively seeking an accomplished professional for the position of Chief Managed Services Director. This strategic role requires an individual with a robust background in managing global solutions and a strong orientation towards client management and innovative, solution-driven approaches.Responsibilities:Oversee the development...
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Sales Director
1 day ago
Chennai, Tamil Nadu, India BetterInvest Full timeJob SummaryWe are seeking a seasoned Sales Director to lead our efforts in engaging and managing relationships with High Net Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and family offices.About the RoleDevelop and execute a comprehensive sales strategy targeting HNIs, UHNIs, and family offices to drive capital inflow for media and...
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Financial Services Relationship Manager
1 day ago
Chennai, Tamil Nadu, India BugleRock Capital Full timeJob OverviewBugleRock Capital provides comprehensive wealth management services to private clients and institutions.
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Senior Sales Director
4 days ago
Chennai, Tamil Nadu, India BetterInvest Full timeJob DescriptionThe ideal candidate will have a proven track record in raising capital, particularly in alternative investments, and a deep understanding of the investment needs and expectations of HNIs, UHNIs, and family offices.Develop and execute a comprehensive sales strategy targeting HNIs, UHNIs, and family offices to drive capital inflow for media and...
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Senior Director of Managed Services Strategy
3 weeks ago
Chennai, Tamil Nadu, India TalentOla Full timeAbout the CompanyTalentOla, a leading IT services company, is seeking an accomplished professional for the position of Senior Director of Managed Services Strategy. This strategic role requires an individual with a robust background in managing global solutions and presales, and a strong orientation towards client management and innovative solution-driven...