High Net Worth Investment Strategist

We are seeking a dynamic and driven Wealth Management specialist to excel in the fast-growing startup ecosystem of India.The role involves driving investor acquisition, building relationships with high-net-worth individuals, family offices, and professionals, and promoting alternate investment opportunities.Key Responsibilities:Identify, connect, and onboard...

About this OpportunityOur organization seeks a driven Wealth Strategist to generate leads from High Net-Worth Individuals (HNIs) for our Real Estate Fund. This role focuses on building a pipeline of qualified investors through prospecting and lead generation.Key ResponsibilitiesProspecting & Lead GenerationIdentify and engage HNI clients interested in real...

Real Estate Investment SpecialistThis role offers a unique opportunity to leverage your sales and advisory skills in the premium real estate market. You will work closely with high-net-worth individuals and investors to provide expert guidance on property investments.The ideal candidate will possess a strong understanding of real estate investment strategies...

About this Leadership RoleThe portfolio manager will directly oversee a collection of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing comprehensive investment advisory and wealth management solutions.This is an individual leadership role (not team management), requiring a strong personal network, deep product knowledge, and a track...

Wealth Manager PositionThe role of the Wealth Manager involves cultivating and maintaining strong relationships with high-net-worth clients. This includes advising on investments and managing their financial portfolios to maximize returns.A key member of our team, the Wealth Manager will possess a track record of success in private banking or wealth...

Findoc is seeking a seasoned professional to lead the Premier Client Group Desk. The ideal candidate will possess in-depth knowledge of financial products, including PMS, AIFs, bonds, mutual funds, and stock market offerings.Main Responsibilities:Drive the acquisition of high net worth individuals by providing tailored wealth management strategies.Promote...

Role OverviewWe are seeking a highly skilled and experienced Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of clients, providing personalized financial advice and services to help them achieve their financial goals.Key Responsibilities:Build and maintain relationships with high net worth clients to...

Job Title: Investment StrategistThe role of an Investment Strategist is vital to providing customized investment and financial planning services to clients. This position entails assessing clients' financial needs, devising tailored investment plans, and ensuring that their investment portfolios align with their long-term objectives.Key...

Job SummaryWe are seeking a seasoned Digital Strategist/Media Buyer to join our team. This is a remote position that offers unlimited earning potential and the opportunity to work on high-level campaigns for brands that do good.

Lead Investor ServicesBorderless is looking for an experienced Director of Wealth to drive the growth and expansion of its wealth management division. This key role will be responsible for developing and implementing high-quality investment solutions and client-centric financial planning.The ideal candidate will have a deep understanding of portfolio...