High Net Worth Financial Expert

Establishing a High Net Worth Estate Planning TeamThis is an opportunity to create and lead a team that will specialize in providing comprehensive estate planning solutions to high net worth clients.The successful candidate will work closely with our financial advisors and tax specialists to design and implement effective estate plans, ensuring the...

Luxury Sales ManagerWe are seeking a highly driven and well-networked manager to lead sales of ultra-luxury residences, villas, and land parcels.Key Responsibilities:Client Relationships: Manage relationships with high-net-worth individuals, family offices, and resale market intermediaries.Sales Performance: Drive sales of resale and primary luxury...

Job Opportunity in InvestmentOur ideal candidate will interact with high-net-worth individuals, family offices, and corporate entities to gauge their investment interests in fixed income products. This role requires a strong understanding of financial planning and debt product offerings.Main Responsibilities:Engage with high-net-worth individuals, family...

Wealth StrategistDeliver high-net-worth client growth and retention through asset acquisition, portfolio management, and relationship building.Key Responsibilities:Drive client engagement and deepen relationships to maximize assets under management.Advise clients on investment strategies and financial portfolio management.Maintain a deep understanding of the...

Financial Planning ExpertWe seek a seasoned Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.The ideal candidate will have a deep understanding of the Indian financial market, regulatory environment, and client needs.About the RoleBuild and maintain strong, trust-based relationships with affluent/high-net-worth clients.Provide...

ICICI Direct is seeking a seasoned Financial Professional to join their wealth management team.The ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth individuals, providing personalized financial advice and wealth management solutions.Main Responsibilities:Build trust and rapport with clients...

Lead Financial Services Branch Manager Job Summary: Manage and grow a financial services branch to achieve revenue targets and profitability goals. Responsibilities:Drive business development, equity trading, and client acquisition to increase revenue and market share.Develop and implement strategic plans to achieve sales targets, improve operational...

Job OverviewWe are seeking a seasoned leader to manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.The ideal candidate will have a strong personal network, deep product knowledge, and a track record of building long-term client relationships while...

Private Wealth Manager Job DescriptionAt our organization, we are seeking a highly skilled and experienced Private Wealth Manager to join our team. This individual will be responsible for providing personalized wealth management strategies to clients, understanding their financial needs and goals, and developing tailored solutions to meet their...

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