Senior Wealth Advisor

Subject Matter Expert in Wealth ManagementAre you an expert in wealth management with a strong understanding of investment products, portfolio performance metrics, and risk profiling? Do you have experience working with digital wealth platforms and customer onboarding processes?About the RoleAct as the primary domain expert for wealth management, providing...

At Ikashi Wealth, we are seeking a dynamic and experienced professional to join our expanding Relationships Department. As a key member of our team, you will play a vital role in engaging with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services.The ideal candidate will have a strong background in finance, commerce, or...

Job Title Job Description We are looking for skilled individuals who can help us deliver exceptional results. Our ideal candidate will have a strong background in wealth management and financial planning, with a proven track record of success. As a Wealth Manager, you will be responsible for building and maintaining relationships with high net worth...

Job Title: Senior Wealth Management ProfessionalWe are seeking a seasoned financial expert to join our organization. The ideal candidate will be responsible for fostering long-term relationships with high-net-worth clients and delivering tailored wealth management solutions.About the Role:Our clients' unique financial goals and risk profiles require a deep...

Role OverviewWe are seeking an experienced Certified Financial Planner with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients.Key Responsibilities:Build and maintain strong, trust-based relationships with affluent / high-net-worth clients, acting as their primary point of contact for all financial...

We are seeking a seasoned Advisor to join our Wealth Advisory team.The role involves executing trades, handling high net worth (HNI) clients and cross-selling financial products. The ideal candidate will have experience in terminal handling, equity & derivative trading and the ability to advise clients on diversified financial products.Key...

">Senior Regulatory Advisor">We seek exceptional individuals to join our team as a Senior Regulatory Advisor. This role requires strong regulatory expertise, strategic thinking, and excellent communication skills.This position demands a deep understanding of complex regulations, laws, and policies, with the ability to interpret and apply them...

As a Strategic Financial Advisor, you will play a pivotal role in delivering tailored investment and wealth management solutions to clients. This involves assessing clients' financial needs, developing bespoke investment strategies, and ensuring that their portfolios align with their long-term objectives.This position encompasses a range of...

Sr. VP of Wealth ManagementThe Sr. VP – Wealth Management oversees a portfolio of high-net-worth and ultra-high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.Key Responsibilities:Client Acquisition & Retention: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior...

Job Title: Private Wealth AdvisorDescription:To develop and maintain robust relationships with high-net-worth individuals to comprehend their financial goals and objectives.Provide personalized financial guidance and wealth management solutions based on client needs and risk appetite.