High Net Worth 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...

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...

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...

Job Profile: Wealth Management SpecialistDeveloping, expanding and maintaining high-value relationships by delivering bespoke banking and investment solutions that exceed client expectations.Business Growth InitiativesGenerating incremental revenue through targeted sales of liabilities, retail assets, business banking, forex, cards, investments and...

Senior Wealth Manager RoleA highly skilled and accomplished wealth management professional is required to deliver comprehensive wealth solutions to high-net-worth individuals.Key Responsibilities:Prospect, acquire and retain high-value clientele through strategic engagement and relationship building.Design and recommend bespoke financial strategies aligned...

Key Responsibilities:Develop and implement strategies to cater to the financial needs of high net worth individuals across various investment avenues.Establish strong relationships with clients by providing personalized financial solutions and driving acquisition growth through effective planning.Cross-sell a range of financial products including insurance,...

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...

**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...

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...

Deliver customized wealth management solutions to high-net-worth individuals, fostering long-term relationships.Pursue revenue growth by providing personalized financial services, conducting client meetings and ensuring retention.Analyze market trends, optimize portfolios and recommend investments aligned with client goals.Skill RequirementsAUM Growth: Drive...