High Net Worth Portfolio Manager

Job Title: High Net Worth Relationship SpecialistAbout the Role:  We are seeking a skilled and experienced High Net Worth Relationship Specialist to join our team. As a key member of our sales force, you will be responsible for developing and maintaining relationships with high net worth individuals, identifying opportunities to increase business growth,...

Job Opportunity: Relationship ManagerWe are seeking a dynamic professional to join our team as a Relationship Manager. This role involves building and maintaining strong relationships with high net worth individuals, providing them with high-quality wealth management services.The ideal candidate will have a strong background in finance, excellent...

Job DescriptionOur organization is seeking a Relationship Manager to develop and expand relationships with High Net Worth Individuals (HNIs) for Priority Business. This role requires strategic thinking, excellent communication skills, and the ability to work under pressure.Profiling clients to identify opportunities and match them to our...

Job Opportunity: Luxury Retail ManagerWe are seeking a seasoned professional to lead our retail operations and drive sales in our Gurgaon store. The ideal candidate will possess strong skills, a passion for fashion, and a proven track record of achieving targets and delivering exceptional customer service.Oversee all aspects of our retail operations,...

Job Title: Portfolio Management SpecialistResponsible for acquiring and managing high net worth customers under a preferred program. This includes providing a superior customer experience, enhancing relationship profitability through cross-sell, upsell, family account acquisition, and retention.The specialist also works on acquiring new-to-bank...

About the RoleThis is a key role in the acquisition of high net worth and ultra high net worth clients, and in building long term relationships with the bank.Key Responsibilities:Acquisition of New Clients: Identify and acquire new high net worth and ultra high net worth clients for Private Banking services.Customer Relationship Management: Nurture and...

Portfolio Management ExpertJob Description:We are seeking a skilled Portfolio Manager to oversee the management of investment portfolios. The successful candidate will have experience in managing large sums of money and possess excellent analytical skills.Required Skills and Qualifications:Professional qualification in law, finance, accountancy, or business...

Job Title:Senior Wealth Management SpecialistWealth Management OpportunityThis is a wealth management role where you will work closely with high net worth clients, providing them with financial advice and guidance. You will need to have excellent analytical skills, be able to build strong relationships with clients, and stay up-to-date with industry...

Job SummaryAs a Portfolio Management Associate, you will play a crucial role in the efficient management of our private equity funds. Your responsibilities will include updating and maintaining portfolio details, managing investor specific reporting templates, and analyzing fund performance.Key ResponsibilitiesManage and update portfolio details for various...

About our company Neo Wealth and Asset Management we are a new-age focused wealth and asset management platform in India.We cater to high net worth individuals ultra-high net worth individuals and multi-family offices.Our strategy is built on three pillars of unbiased advisory transparency and cost-efficiency.Offering comprehensive trustworthy solutions with...