High Net Worth Relationship Specialist

Portfolio Manager Job SummaryThe Senior Vice President of Wealth Management will oversee a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building...

Luxury Sales Leader Job DescriptionWe are seeking a highly driven and well-networked Luxury Real Estate Professional to lead sales of ultra-luxury residences, villas, and land parcels.The ideal candidate should have hands-on experience in handling resale transactions of luxury assets, deep market knowledge, and a strong network for luxury sales.Key...

Job Title: Tax ProfessionalWe are seeking a highly skilled and experienced tax professional to join our organization. The successful candidate will have expertise in HNI taxation, strong knowledge of tax planning, compliance, and advisory services, as well as proficiency in direct and indirect tax laws.The ideal candidate will have:At least 7 years of...

Private Banking ProfessionalWe are seeking an experienced professional to join our team in Private Banking.This role is instrumental in acquiring High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients and building long-term relationships with the bank.About the RoleThe successful candidate will be responsible for selling investment and insurance...

Role SummaryWe are seeking a seasoned Wealth Manager to lead our financial services. The ideal candidate will have a proven track record of developing long-term relationships with high-net-worth clients, providing tailored investment and wealth planning solutions.Main Responsibilities:Develop and maintain strong professional relationships with a portfolio of...

A high-performing Product Training Specialist is sought to train and enable Relationship Managers in wealth management products, solutions, and services.The ideal candidate will deliver comprehensive training sessions on wealth management products, tailored for High Net-Worth Individuals and institutional clients.Key responsibilities include:Delivering...

High Net Worth Sales LeaderWe are seeking an experienced sales professional to lead our high net worth business.Key Responsibilities:Drive the acquisition and growth of high net worth client relationships through strategic wealth management solutions.Promote and sell a wide range of investment products, including portfolio management services, alternative...

Our organization specializes in wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.We provide a transparent, data-driven approach to financial success by focusing on wealth creation, risk management, tax planning, and estate planning. Our commitment to excellence has earned us a Certified 'Great Place to Work' status.Our team...

Sales Specialist - Luxury Residential Real EstateWe are seeking a refined and client-focused sales specialist to represent luxury residential projects in Gurugram.This role is best suited for professionals with a polished demeanor and a deep understanding of luxury products and customer expectations.

Strategic Investment PartnerWe are a leading structured land investment platform with over 1,000 successful deals.Daily Responsibilities:• Develop and execute strategies to identify high-yield, legally robust land investments.• Present opportunities to potential investors and address inquiries or concerns.• Handle client portfolios and profile company...