High Net Worth Relationship Manager

Financial Advisor RoleThis high net worth client facing role involves developing long term relationships with affluent individuals to manage and grow their wealth.Key Responsibilities:Identify and acquire new clients through market research, business networking and referrals.Maintain a strong portfolio of existing clients to increase wallet share and asset...

Platinum Relationship Manager - Business Banking KRAs Develops new and expands existing High Net worth Customer relationships for liabilities CA driven and commercial assets Sources new bank customers through external individual efforts and acquisition channel Ensures high levels of customer service orientation and...

Job DescriptionJob Role- Develops and expands existing High Net worth Customer relationships for liabilities- Deepens relationships sourcing family accounts- Cross sells bank products & builds penetration for remote banking channels like net/mobile banking- Informs customers of new products or product enhancements to further expand the banking relationship.-...

Job Role- Develops and expands existing High Net worth Customer relationships for liabilities- Deepens relationships sourcing family accounts- Cross sells bank products & builds penetration for remote banking channels like net/mobile banking- Informs customers of new products or product enhancements to further expand the banking relationship.- Maintains...

Private Banking OpportunityWe are seeking a seasoned professional to join our team as a Private Banker. This role is instrumental in acquiring high net worth individuals and building long-term relationships with clients.The successful candidate will be responsible for selling investment and insurance products to private banking clients, generating fee income...

Job Opportunity:High-Value Customer Relationship ManagerWe are seeking a skilled and results-driven High-Value Customer Relationship Manager to join our team. The ideal candidate will have a strong background in building and maintaining relationships with high-net-worth individuals, leveraging their expertise to drive revenue growth and customer...

As a Senior Client Relationship Manager, you will play a pivotal role in building and maintaining long-term relationships with high net worth clients. Your primary responsibility will be to provide exceptional customer service, ensuring that our clients receive personalized solutions to meet their financial needs.The ideal candidate will possess excellent...

Job SummaryWe are seeking a skilled Corporate Financial Advisor to join our team. In this role, you will be responsible for developing and maintaining strong relationships with key stakeholders at corporate offices.Develop and maintain strong relationships with HR, Admin heads, and key stakeholders at corporate, zonal, and regional offices.Organize and...

Wealth Management Opportunities Job Description: The ideal candidate will be responsible for delivering exceptional service to high net worth individuals, driving growth and profitability through effective relationship management. Establish and maintain strong client relationships to foster business expansion and revenue growth Analyze client portfolios to...

About UsWe are seeking a well-connected and relationship-driven professional to support our capital raising efforts for real estate ventures.This role focuses on sourcing capital through existing networks and maintaining investor relationships, rather than portfolio management or advisory work.Leverage personal and professional networks to connect clients...