High Net Worth Relationship Manager

Wealth Management ProfessionalYou will play a pivotal role in acquiring and managing high net worth individual clients, ensuring seamless service delivery.Key Responsibilities:Acquire and manage high net worth individual clients to meet business objectives.Conduct detailed client profiling to offer personalized investment solutions.Manage and analyze client...

Job Title:Experienced Sales Professional Sought for Luxury Residential Real EstateThe ideal candidate will possess refined communication skills and the ability to deliver a personalized experience to high-net-worth individuals.This role is best suited for professionals with expertise in luxury sales, able to engage clients and build lasting relationships.Key...

Job DescriptionAs a seasoned wealth management professional, you will play a pivotal role in building and maintaining relationships with high-net-worth individuals and family offices.Key responsibilities include:Client Acquisition & Relationship Management: Develop and nurture relationships with key clients to drive business growth.Investment Advisory &...

Job DescriptionAs a dynamic and experienced Wealth Product Specialist, you will be responsible for training, mentoring, and enabling new relationship managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve high net worth individuals and institutional clients effectively.The...

Key Financial Advisor PositionOur firm seeks a seasoned Key Financial Advisor to spearhead affluent client acquisition and portfolio management. This role involves advising high-net-worth individuals on their investments, growing existing relationships, and expanding the client base.Responsibilities:Developing strong ties with affluent clients through...

Senior Portfolio Manager - UHNW DivisionWe are seeking a highly experienced and dynamic Senior Portfolio Manager to lead our UHNW division. This individual will be responsible for delivering personalized wealth management solutions to Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). The ideal candidate will have in-depth...

We are seeking an expert in lead generation and business development to join our team as a Sales Strategist. The ideal candidate will have a strong network of contacts in the MMR region, particularly in Thane. This role requires excellent communication and negotiation skills, with the ability to build relationships with high-net-worth individuals, wealth...

Job OverviewThis role involves collaborating with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.Key Responsibilities:Create tailored marketing campaigns to gauge investment interests in fixed income products among high-net-worth individuals, family offices and corporate...

Land Investment Professional:We are seeking a skilled land investment professional to join our team. As a land investment expert, you will be responsible for developing and executing strategies to identify and attract new investors from the high net worth individual segment.Key Responsibilities:Identify and pursue new investment opportunities in structured...

Job Title: Business PartnerThe primary objective of this role is to develop and maintain strategic relationships with clients, provide expert advice on investment opportunities, and drive revenue growth through effective sales strategies.Key Responsibilities:Client Acquisition & Onboarding:Identify and acquire new clients for equity trading and investment...