High Net Worth Financial Strategist

Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...

Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...

Job Overview:As a Senior Wealth Strategist, you will play a vital role in helping high net worth individuals achieve their financial goals through personalized wealth management services.You will be responsible for conducting thorough assessments of clients' financial situations and providing expert advice on investment products, mutual funds, insurance, and...

Job SummaryThis role is responsible for managing a portfolio of high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs). The ideal candidate will have exceptional selling skills, a deep understanding of financial products, and the ability to provide expert advice to clients.

We are looking for an experienced professional to fill a high-level role within our organization. The position of Team Leader is available, offering the right candidate a challenging and rewarding career opportunity.The successful candidate will be responsible for maintaining strong relationships with clients, advising on investment opportunities, and...

Strategic Business Development ManagerWe are seeking a highly skilled and experienced Strategic Business Development Manager to drive our growth strategy forward. As a key member of our team, you will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.The ideal candidate...

We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...

As a seasoned financial advisor, you will play a pivotal role in managing and growing a portfolio of high net worth clients by providing expert investment guidance, strategic wealth planning, and tailored financial solutions.Key Responsibilities:Establish and maintain strong, long-lasting relationships with high net worth clientsOffer authoritative advice on...

We are seeking an experienced and result-driven professional to lead our High Net Worth Desk in Mumbai.This is a senior leadership role with full responsibility for business development, client servicing, team management, and P&L ownership of the High Net Worth Desk.

Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...