Wealth Management Specialist

Wealth Management SpecialistRole Overview:We are seeking a dynamic and driven Wealth Management specialist to join our team in Kozhikode, India.Key ResponsibilitiesIdentify potential investors, build relationships with high net worth individuals, family offices, and professionals, and promote company's alternate investment opportunities.Drive sales of...

Job Title: Senior Relationship ManagerMain Responsibilities:Develop and nurture relationships with high net worth individuals and family offices.Offer expert advisory services on investment products, including mutual funds, alternate investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.Promote...

Relationship ManagerWe are expanding our relationships department and seeking dynamic professionals who can engage with high net worth individuals (HNIs) and provide high-quality wealth management services.Build and maintain strong relationships with HNI clientsConvert qualified leads into managed portfoliosAdvise clients on investment opportunities across...

Job SummaryWe are seeking a Salesforce Project Manager to lead and manage Salesforce implementation projects within the wealth management domain.The ideal candidate will have expertise in IT project management and Salesforce Platform, with a strong understanding of Wealth Management / Financial Services.Provide hands-on configuration of Salesforce (flows,...

Investment Portfolio ManagerThis is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.About the RoleThis position is responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI)...

Affluent Wealth Manager RoleJob Overview:We seek a seasoned Affluent Wealth Relationship Manager to drive business growth and deliver exceptional customer experiences. The ideal candidate will possess a strong understanding of financial markets, trade, and forex, as well as excellent communication and interpersonal skills.The successful candidate will be...

Global Investment Opportunities LeadWe are seeking a seasoned professional to drive the development and expansion of our wealth management division. The successful candidate will be responsible for delivering high-quality investment solutions and client-centric financial planning.The ideal candidate will have a deep understanding of portfolio management,...

Senior Wealth Manager PositionThe ideal candidate will have a track record of providing tailored solutions to clients based on their financial goals.Conduct regular follow-ups with leads, ensuring timely communication and tagging them in relevant broadcasts and news articles.Expand the client base through new client acquisition, leveraging existing investor...

We are seeking a skilled and client-focused Financial Services Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end...

Financial StrategistWe are seeking a skilled financial strategist to address clients' financial needs and goals.Key ResponsibilitiesDevelop personalized wealth management strategies for high net-worth individuals, retail clients, corporate houses, and financial institutions.Provide guidance on investment solutions, including portfolio management, mutual...