High-Net-Worth Client Manager

Job SummaryWe are seeking a highly skilled High Net Worth Relationship Specialist to join our dynamic team. As a key member of our team, you will be responsible for identifying and building long-lasting relationships with high net worth individuals and families.Your primary focus will be on client acquisition, engagement, and retention. You will work closely...

Job OpportunityWe are seeking a skilled Senior Wealth Manager to lead our client acquisition and relationship management efforts. Our firm is focused on delivering customized investment solutions to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs).Key Responsibilities:Acquire and manage HNI/UHNI clients with a focus on long-term...

Elite Client AdvisorWe are seeking a skilled and ambitious Elite Client Advisor to develop and expand our relationships with high net worth customers.Foster exceptional client service and ensure seamless application of banking policies.Cross sell existing bank products to enhance customer satisfaction.Inform clients about new services or product enhancements...

Job TitleWealth ManagerAbout the RoleAcquire and advise high net worth individuals on their wealth management needs.Create a sales funnel by conducting client meetings and virtual presentations.Organize seminars, workshops, and other business development activities to build relationships with affluent clients.Key Responsibilities:Maintain client...

Financial Portfolio StrategistThe primary objective of the Financial Portfolio Strategist is to efficiently manage high net worth portfolios by utilizing expertise gained from previous experience in private banking or asset management.Key Responsibilities:Develop and implement tailored financial plans that address client needs and goals, and conduct regular...

Job Title: High Net Worth Individuals Tax ManagerJob DescriptionWe are seeking a highly skilled and experienced tax professional to join our team as a High Net Worth Individuals Tax Manager. In this role, you will be responsible for managing a portfolio of high net worth individual clients, providing expert advice on tax planning and compliance, and leading...

Job Summary:We are seeking a skilled professional to manage the financial portfolios of high-net-worth individuals. The ideal candidate will have experience in wealth management, private banking, and client relationship building.Key Responsibilities:Build lasting relationships with affluent clients through impactful presentations and continuous...

Job Title:PRIORITY BANKING RELATIONSHIP MANAGER - SALESWe are pleased to inform you about an exciting opportunity to join a leading bank as an NRI Relationship Manager or Burgundy Relationship Manager. The role is based in Bangalore and involves providing financial solutions to priority customers while maintaining high service standards.The ideal candidate...

Job Title: Elite Client Acquisition SpecialistThis role involves developing and maintaining strategic relationships with high net worth clients, providing them with tailored banking solutions to meet their needs. The ideal candidate will have excellent communication skills, a strong understanding of trade and commercial assets, and the ability to work in a...

Job Overview:We are seeking a highly skilled and experienced High Net Worth Relationship Specialist to join our team. As a key member of our organization, you will be responsible for delivering exceptional customer service and building long-term relationships with high net worth individuals.Your primary objective will be to acquire, enhance, and retain...