Senior Wealth Product Trainer

Senior Portfolio Manager – Ultra High Net Worth ClientsWe are seeking an accomplished Senior Portfolio Manager to lead our efforts in managing high-value relationships and driving growth in our Premier Client Group. As a seasoned professional, you will be responsible for creating tailored wealth management strategies that cater to the unique financial...

Financial Planning ExpertThe Financial Planning Expert plays a pivotal role in providing bespoke financial guidance and investment services to clients.This position involves assessing clients' comprehensive financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term objectives.Client...

Our company seeks a Wealth Manager who can deliver high-quality financial services to individual clients.We are looking for an experienced professional who has a certified qualification in wealth management or financial planning and can build strong relationships with our clients.As a Wealth Manager, you will be responsible for managing and supporting a...

Our team is seeking a highly skilled professional to guide the successful implementation of a digital wealth platform.This key role requires a deep understanding of private banking and wealth management principles, including investment products, portfolio performance metrics, and risk profiling.Key Responsibilities:Domain & Functional Expertise:Act as...

The company is seeking a highly skilled Head of Product to lead their product development efforts.Key Responsibilities:Product Visionary: Define and drive the product vision, strategy, and roadmap across the platform. Conduct deep market and customer research to identify unmet needs and emerging opportunities.Product Roadmap Manager: Translate business...

At Ingenetus, our goal is to provide tailored wealth management solutions that cater to the unique financial needs and objectives of our clients. With over two decades of expertise, our dedicated team of Wealth Managers offer a wide range of investment solutions for high net-worth individuals, retail clients, corporate entities, and financial...

About UsJefferies Financial Group Inc. (''Jefferies,'' ''we,'' ''us'' or ''our'') is a U.S.-headquartered global full service, integrated investment banking and securities firm. Our largest subsidiary, Jefferies LLC, a U.S. broker-dealer, was founded in the U.S. in 1962 and our first international operating subsidiary, Jefferies International Limited, a U.K....

About the CompanySystematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, NBFC and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering...

About Our OpportunityWe are looking for a skilled High Net Worth Investor Outreach Specialist to join our team. This role is focused on identifying and engaging with high net worth individuals interested in real estate investments.Key Responsibilities:Investor Identification: Identify potential high net worth investors through research, networking, and...

Job Title: Senior Training ManagerThe ideal candidate will develop and implement comprehensive training programs to enhance employee capabilities across various departments.Job Description:The Senior Training Manager will be responsible for designing and delivering engaging training experiences that meet the evolving needs of the organization.Required Skills...