High Net Worth Client Advisor

Opportunity OverviewCyanous Software offers a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships.Our Private Client Group specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI).Role SummaryWe are seeking an...

Position: We seek a skilled wealth advisor to manage and advise high net worth individuals.About the Role:The successful candidate will be responsible for acquiring, managing, and advising affluent clients with a minimum portfolio of 1 crore. Key responsibilities include client acquisition and business development, advisory and relationship management, and...

We are seeking an experienced and result-driven professional to lead our high net worth portfolio management team. The ideal candidate will have a proven track record of acquiring and managing high net worth clients, handling large wealth portfolios, and leading a team of relationship managers and advisors.Key ResponsibilitiesAcquire new high net worth...

Unlock Your Potential as a Wealth Relationship ManagerJob DescriptionOversee a portfolio of high-net-worth clients, providing personalized investment advice and tailored financial solutions.Collaborate with cross-functional teams to deliver exceptional client experiences and drive business growth.Key ResponsibilitiesDevelop and execute comprehensive...

Private Wealth Advisor JobThe role of a Private Wealth Advisor is to build and maintain strong relationships with high-net-worth individuals. They provide personalized financial advice and wealth management solutions to drive business growth through effective cross-selling."],

HNI Desk Head PositionKey Responsibilities:We are seeking a results-driven professional to lead our HNI desk, responsible for acquiring and managing high net worth clients across various market segments.This role requires an exceptional leader to recruit, train, and retain a team of relationship managers and advisors who will support the HNI desk in...

We are seeking a seasoned investment professional to spearhead our high-net-worth individual outreach efforts. As an Associate Partner, you will be responsible for developing and executing strategic plans to attract new investors from the HNI segment.Key Responsibilities:Draft and implement targeted strategies to identify and engage with potential...

Are you a seasoned professional with expertise in wealth management looking for a new challenge? This opportunity is ideal for someone who wants to leverage their skills to drive business growth and provide exceptional client service.The RoleWe are seeking a Senior Wealth Manager to join our team. As a key member of our wealth management team, you will be...

Senior Wealth Manager PositionThis is a senior wealth manager position that requires building and managing high net worth relationships.Key Responsibilities:Client Acquisition & Relationship Management: Foster long-term partnerships with family offices, ultra-high net worth individuals.Investment Advisory & Product Distribution: Provide expert advisory...

Private Wealth ManagerWe are seeking an experienced and skilled professional to join our team as a Private Wealth Manager. This is a unique opportunity to work with high net worth individuals and families, providing personalized financial guidance and solutions.The successful candidate will have a proven track record of managing complex investment portfolios...