Senior Wealth Management Professional

Wealth Management Professional">Directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.This role requires a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent...

Wealth Management Job OpportunityJob Summary:This position is responsible for developing and providing solutions to clients based on their financial requirements. The successful candidate will conduct regular follow-ups with leads, increase client bases by meeting new clients, and initiate portfolio reviews of existing investors.Main Responsibilities:Develop...

We are seeking a skilled Private Wealth Manager to join our team.The ideal candidate will have extensive experience in financial planning, investment management, and asset allocation. A strong understanding of private banking practices and principles is essential for success in this role.This is an exciting opportunity for individuals who thrive in a...

Job Title: Private Wealth ManagerWe are seeking an experienced and skilled Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.You will provide personalized financial advice and wealth...

Job Title: Subject Matter Expert Wealth Management">">About the Role:">We are seeking an experienced professional to serve as a Subject Matter Expert (SME) for our Digital Wealth platform. The SME will play a critical role in guiding the successful implementation of this project by providing deep domain knowledge and expertise in private banking and wealth...

Unlock the Potential of Private Wealth ManagementAbout this OpportunityThis role plays a pivotal part in acquiring High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients for a prestigious private banking institution.Responsibilities:

Job Role:The Financial Strategist plays a pivotal role in providing bespoke financial planning and investment solutions to clients. This position involves assessing clients' financial needs, developing tailored strategies, and ensuring that their investment portfolios align with their long-term objectives.The Financial Strategist must possess a deep...

A career in product training offers an opportunity to drive business growth and success by empowering sales teams with the knowledge and skills needed to serve high net worth individuals and institutional clients effectively.As a Product Trainer, you will be responsible for delivering comprehensive training sessions on wealth management products, solutions,...

Wealth Management DirectorThis is a challenging and rewarding opportunity to lead the wealth management division, driving growth and expansion through high-quality investment solutions and client-centric financial planning.

Compliance Leadership RoleWe are seeking a seasoned professional to lead our compliance efforts, ensuring regulatory adherence across various sectors.Key Responsibilities:Coordinating with clients to resolve SEBI AIF/PMS compliance queries and addressing any related concerns.Collaborating with the team to deliver group-level restructuring projects, focusing...