Manager of High Net Worth Client Portfolios

Pcg Advisory RoleJob Overview:We are seeking a skilled Pcg Advisory professional to drive growth through advising high-net-worth individuals on their equity portfolios.Key Responsibilities:Managing the Equities Investment Trading portfolio of existing clientsHandling high-value clients with individual book sizes exceeding 1 croreSeamlessly executing trades...

Job OpportunityA high net worth customer relationship manager is sought after to develop and expand commercial banking relationships. The ideal candidate will possess a deep understanding of trade and foreign exchange, as well as commercial assets like credit cards, overdrafts, and term loans.The successful candidate will have a strong track record in...

Senior Paraplanning OpportunityWe are seeking an experienced Senior Paraplanner to join our remote team. This role offers a stable full-time position with the opportunity to work on complex, high-net-worth client strategies.About the RoleThis is a senior-level paraplanning position that requires a minimum of 4+ years of experience in the financial advice...

We are seeking a seasoned Business Leader to spearhead our consultative sales efforts, manage high-net-worth individual (HNI) clientele, and drive business growth through strategic floor management and relationship building.About the RoleThe successful candidate will act as a growth catalyst for the business, identifying new opportunities and driving...

As a key player in our organization, you will be responsible for building and maintaining relationships with high net worth customers.Key Responsibilities:Develop new business opportunities and expand existing relationships through exceptional customer service.Understand customer needs and preferences to provide tailored solutions.Collaborate with internal...

Job Title:Financial Services ProfessionalJob Description:We are seeking a highly motivated and experienced Financial Advisor to fill the position of Managing Financial Portfolios.The ideal candidate will be responsible for acquiring and maintaining relationships with High Net Worth (HNI) clients, advising them on their investments and overseeing their...

Business Development Portfolio Performance Analysis Portfolio Modeling Portfolio Management and Business Analytics Financial Analyst wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment Nurturing talent Hand Holding Reviewing team s...

Job Category Wealth 10281 Business Development Portfolio Performance Analysis Portfolio Modeling Portfolio Management and Business Analytics Financial Analyst wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment Nurturing talent Hand...

MSD 365 CRM & ERP Technical resource Overview: Collaborate to enhance CRM for high-net-worth clients. Gather requirements, design solutions, and ensure data integrity, adhering to regulatory standards. Roles and Responsibilities: - Requirements Gathering: - Collaborate with stakeholders to document CRM requirements for high-net-worth clients. - Conduct...

AREA RELATIONSHIP MANAGER with Valuenable pvt LtdSalary - 7- 9 5 LPAexperience - 5 yearsLocation - Hyderbad Chennai KolkataKey Responsibilities Customer Acquisition Identify and target potential clients to expand the customer base focusing on high-net-worth individuals and institutional clients for mutual fund sales and wealth management services...