High Net Worth Acquisitions Trader

Senior Relationship Manager (HNI Clients)Cater to the investment needs of high net worth individuals by recommending a range of products including mutual funds, portfolio management services, alternative investment funds, private equity, stock market investments, and bonds. Meet stringent performance targets for asset under management, investor acquisition,...

Private Wealth ManagerWe are seeking a skilled and experienced Private Wealth Manager to join our team. The successful candidate will be responsible for acquiring and managing high-net-worth clients, ensuring long-term engagement.Drive revenue growth through the acquisition of new clients and the retention of existing ones.Analyze markets and optimize...

High Net Worth Clients: HNI/UHNI Portfolio Management (acquiring, enhancing, deepening, and retention) is a critical aspect of our services.We generate revenue by promoting mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), and equity-based products.Nurturing relationships with clients through effective networking and...

Job OverviewWe are seeking a highly skilled and experienced client advisor to join our team. As a High Net Worth Client Advisor, you will be responsible for providing expert financial guidance and advice to high net worth individuals and families.Key Responsibilities:Develop and maintain strong relationships with clients to understand their complex financial...

**Job Description** The primary responsibility of this role is to cater to the complex financial and banking needs of high net worth individuals (HNI). It involves establishing a strong relationship with these clients, providing them with comprehensive solutions for their personal and business banking requirements. The incumbent will be responsible for...

Ultra High Net Worth and High Net Worth Client Advisory RolesThis is a challenging position that requires experienced professionals to manage the financial needs of ultra high net worth and high net worth clients.Key Responsibilities:Manage client relationships to increase revenue from investment products and ensure exceptional client satisfaction.Develop...

High Net Worth Private BankerWe are seeking an experienced High Net Worth Private Banker to join our team. In this role, you will be responsible for acquiring, deepening and retaining High Net Worth Individual (HNI) clients.Your primary focus will be on generating revenue by promoting a range of financial products including Mutual Funds, Portfolio Management...

Unlock Your Potential as a High-Net-Worth Client AdvisorWe are seeking an experienced professional to join our team as a Vice President/Assistant Vice President/Manager. This role is critical for building and managing relationships with Ultra High Net Worth Individuals (UHNI) and High Net Worth Individuals (HNI) clients, providing expert advice on various...

Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...

Job Title: Business Development Leader">The Business Development Leader is responsible for driving the acquisition of High Net Worth (HNW) and Ultra High Net Worth (UHNW) relationships. This involves managing a team of 8-10 Relationship Managers.Key responsibilities include establishing strong ties with HNI/UHNI clients by designing and implementing their...