High Net Worth Client Portfolio Manager

Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...

As a seasoned financial advisor, you will play a pivotal role in managing and growing a portfolio of high net worth clients by providing expert investment guidance, strategic wealth planning, and tailored financial solutions.Key Responsibilities:Establish and maintain strong, long-lasting relationships with high net worth clientsOffer authoritative advice on...

Strategic Business Development ManagerWe are seeking a highly skilled and experienced Strategic Business Development Manager to drive our growth strategy forward. As a key member of our team, you will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.The ideal candidate...

Key Account Liaison SpecialistJob Role Overview:A Key Account Liaison Specialist plays a pivotal role in fostering strong relationships with high net worth clients, offering them bespoke investment solutions and exceptional service delivery.The ideal candidate will possess a robust background in business development, portfolio performance analysis, and...

Key Account Manager RoleAt the forefront of digital finance, this role plays a pivotal part in driving strategic growth.Cultivate, manage and expand relationships with high net worth individuals, family offices, institutional investors and ultra high net worth clients.Deliver tailored investment solutions and services to these key stakeholders.Evaluate...

Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...

We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...

We are seeking an experienced and result-driven professional to lead our High Net Worth Desk in Mumbai.This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the High Net Worth Desk.

Ultra High Net Worth Individuals ManagerThis position offers an exciting opportunity to manage and grow relationships with high net worth individuals, providing personalized wealth management solutions.Key Responsibilities:Develop and execute a comprehensive sales strategy to expand business with ultra-high net worth clients.Build strong relationships with...

Business Development Professional - High Net Worth ClientsRole OverviewWe are seeking a seasoned business development professional to acquire and manage high net worth individual (HNI) and ultra HNI clients across various market segments.Key Responsibilities:Acquire new HNI and ultra HNI clients through strategic relationships and revenue generation...