Wealth Management Specialist

Product Trainer - Wealth ProductsAs a Product Trainer – Wealth Products, you will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services to new Relationship Managers (RMs).Key Responsibilities:Develop and deliver tailored training programs for RMs on wealth management products, solutions, and...

Senior Investment Liaison RoleAbout the Position:We are seeking a skilled and motivated professional with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services,...

Job Opportunity: Digital Wealth Platform SpecialistWe are seeking a skilled professional to lead the successful implementation of a digital wealth platform.Key Responsibilities:Deliver business requirements accurately and maintain regulatory compliance.Develop customer journeys that meet their needs.

Senior Relationship Manager - Wealth Management SolutionsJob Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:Build and manage relationships with family offices, high net worth individuals.Offer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...

Financial Advisor RoleThe key responsibilities of a Financial Advisor involve managing day-to-day financial planning, investment management, and asset allocation tasks.This role requires working closely with clients to understand their financial goals, providing tailored advice, and ensuring the effective management of their wealth.Collaborating with other...

**Job Opportunity:** As a Senior Vice President of Wealth Management, you will lead a team in overseeing high-net-worth and ultra-high-net-worth client relationships, providing comprehensive investment advisory and wealth management services. Key Responsibilities:Develop and maintain strong relationships with high-net-worth/ultra-high-net-worth clients,...

Job Title: Solution Integration SpecialistThis key leadership role is focused on delivering seamless integrations of our wealth management platform with external systems and services. As a critical component of our technology team, you will be responsible for leading integration projects across internal and external stakeholders, ensuring timely and secure...

Senior Wealth StrategistThe Senior Wealth Strategist will play a pivotal role in fostering and maintaining strong, long-term relationships with high-net-worth clients. This individual will provide customized investment, insurance, and wealth planning solutions that cater to each client's unique financial goals and risk tolerance.Key Responsibilities:Foster...

Expert wealth managers play a crucial role in supporting clients' financial wellbeing by providing tailored investment advisory services.Key ResponsibilitiesDevelop strong relationships with high net worth clients through exceptional client service and customized financial solutions.Conduct in-depth reviews to identify clients' personal and financial needs,...

Private Wealth ManagerAbout the Role:This position plays a pivotal role in acquiring high net worth and ultra high net worth clients, and building enduring relationships with our esteemed bank.The ideal candidate will sell Investment, Insurance, and other bank products to Private Banking clients to generate fee income.Secure new private banking...