Senior Affluent Wealth Banking Relationship Manager

Senior Wealth Manager OpportunityWe are seeking a skilled and experienced Senior Wealth Manager to join our team.About the Role:Manage relationships with high net worth individuals (HNIs) and family offices, providing expert advisory on investment products.Build and grow wealth management business through strategic partnerships and client...

Job Overview:We are seeking a seasoned wealth management professional to spearhead the successful implementation of a digital wealth platform.The ideal candidate will possess in-depth knowledge of private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are...

Job DescriptionWe are seeking an experienced Senior Financial Advisor to join our team. As a trusted advisor, you will be responsible for providing personalized financial planning and wealth management services to high-net-worth clients.Key Responsibilities:Client Relationship Management:Built strong relationships with affluent clients by understanding their...

Transforming Wealth Management for India's Emerging AffluentAbout Our Mission:We're on a mission to reimagine wealth management, making sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.Our team has built a wealth-tech platform trusted by over 1 lakh clients with ₹100+ crores in assets.We're...

Investment AdvisorAbout the RoleWe are seeking a skilled and experienced Investment Advisor to join our team. The ideal candidate will be responsible for acquiring and maintaining relationships with affluent and super affluent clients, generating AUM from preferred clients, advising clients on investments, and managing their overall financial portfolio.Key...

Wealth Consultant OpportunityAbout the RoleSeeking a motivated wealth consultant with 1-3 years of experience in lead generation from high net-worth individuals. This role is focused on building a qualified pipeline of investors for our real estate fund.Key Responsibilities:Lead Generation & ProspectingIdentify and reach out to HNI clients interested in real...

Product Trainer – Wealth ProductsWe are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve High...

Job OpportunityThis is a pivotal role that supports and assists the Treasury Head in overseeing treasury operations. The successful candidate will be responsible for managing cash flow, banking relationships, forex risk mitigation, and providing business solutions for customer/vendor financing.Support in cash management, banking operations, and forex risk...

Job Title: Senior Manager/ Chief Manager- Wealth ManagementKey Responsibilities:Deliver customized solutions to clients based on their unique financial goals and objectives.Maintain regular communication with leads, providing them with timely updates on market trends and relevant news articles.Foster relationships with existing investors, encourage...

At the forefront of our team, you will assume a pivotal role in fostering strong relationships with clients across diverse geographies. Acting as the primary point of contact, you will be entrusted with understanding their multifaceted banking and investment needs, while providing expert counsel on a comprehensive range of financial products.About the...