High Net Worth Client Manager

Job Title: High Net Worth Client ManagerAbout the Role:The ultimate face of our business, serving as the primary point of contact with affluent clients.This role requires a seasoned professional with prior experience in private banking or wealth management to acquire and manage high-net-worth relationships. Key responsibilities include:Designing and...

Job RoleWe are seeking an experienced High Net Worth Client Relationship Manager to develop and expand existing relationships with high net worth customers for liabilities and commercial assets. This role requires a high level of customer service orientation, application of bank policy, and cross-selling of existing bank products to customers.The successful...

Job Overview">The primary objective of this role is to serve as the principal point of contact for high net worth clients, delivering exceptional service and fostering long-term relationships.">Key Responsibilities:">">Acquiring and managing high net worth relationships through strategic planning and execution.">Designing and implementing personalized...

Job Title: HNI Business DeveloperDepartment: Wealth Management DivisionLocation: Kolkata, IndiaJob Type: Full-time PositionReports to: HNI Team LeadKey ResponsibilitiesIdentify and acquire high net worth individual clients through effective networking and market intelligence.Promote the Focus Product of the month to high net worth individual clients.Maintain...

Job Title: Wealth Management ProfessionalAbout the Role:This is a dynamic and challenging position that requires an experienced professional to manage high net worth relationships with clients.The ideal candidate will be responsible for designing and implementing financial plans tailored to clients' needs.They will also provide expert advice on investments...

The primary objective of a Client Acquisition Specialist is to establish and maintain strategic relationships with high net worth individuals, ensuring they receive tailored financial advice and execute it effectively.Key Responsibilities:Identify and acquire new high net worth relationshipsDevelop comprehensive financial strategies to meet client...

Job Title: Sr. Relationship ManagerThe role is responsible for establishing and maintaining strong, long-lasting relationships with high-net-worth clients. This involves providing expert financial advice and personalized wealth management solutions.Main Responsibilities:Client Acquisition and Relationship Management:Address the investment requirements of...

Preferred Relationship ManagerThis is a key position within our organization, responsible for establishing and maintaining strong relationships with high net worth clients. As the primary point of contact, you will be responsible for delivering exceptional client service, acquiring new business opportunities, and driving revenue...

As a Client Development Specialist, you will play a vital role in cultivating and nurturing high-value relationships with affluent clients. Your primary objective is to build strong, long-lasting ties that drive business growth and revenue.Key Responsibilities:Identifying and acquiring new high-net-worth client relationships through strategic networking and...

Role OverviewWe are seeking a seasoned professional to oversee a portfolio of high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent...