Hiring: High Net Worth Client Manager

High Net Worth Client Services SpecialistDeliver personalized investment solutions to high net worth clients, understanding their unique financial goals and objectives.Responsibilities include:Catering to the investment needs of mass affluent clients by recommending a range of products such as mutual funds, alternative investments, and direct equity.Meeting...

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...

Key Responsibilities:To Acquire High-Net-Worth ClientsWe are seeking experienced professionals who can acquire new affluent and super affluent clients.Maintain Strong Relationships and Generate Portfolio GrowthOur ideal candidate will be able to maintain strong relationships with existing high-net-worth clients and generate growth from their financial...

Job SummaryThis role is responsible for managing a portfolio of high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs). The ideal candidate will have exceptional selling skills, a deep understanding of financial products, and the ability to provide expert advice to clients.

Job DescriptionWe are seeking a skilled professional to manage high net worth relationships, providing expert financial planning and advice.The ideal candidate will have excellent communication skills, be able to build strong ties with HNIs/ UHNIs, and possess a deep understanding of financial markets and trends.This is a unique opportunity to work with...

Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...

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...

We are seeking an experienced and result-driven professional to lead our High Net Worth Desk in Mumbai.This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the High Net Worth Desk.

Financial Strategist Role">The successful candidate will be responsible for managing a team of Relationship Managers and establishing ties with High Net Worth Individuals (HNIs) to design and implement their financial plans. This includes ensuring that clients receive and execute on the right advice, and handling the team to help and coordinate with them for...

Key Account Liaison SpecialistJob Role Overview:A Key Account Liaison Specialist plays a pivotal role in fostering strong relationships with high net worth clients, offering them bespoke investment solutions and exceptional service delivery.The ideal candidate will possess a robust background in business development, portfolio performance analysis, and...