High Net Worth Investment Manager

Senior Sales Manager - High Net Worth ClientsThis role is for an experienced sales professional specializing in managing high net worth individual (HNI) clients. The ideal candidate will have a proven track record of success in upselling and providing expert investment planning and advice to HNI clients.

Role Overview:We are seeking a seasoned Wealth Management Specialist to join our team.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).They should possess excellent communication, presentation, and negotiation skills to effectively build...

Client Relationship SpecialistWe are seeking an experienced Client Relationship Specialist to join our team. In this role, you will be responsible for acquiring and servicing high net worth clients with a book size of Rs.25Lac and above.The ideal candidate will have excellent communication skills, a deep understanding of the financial markets, and the...

Job Title:Fiduciary Relationship Manager">a strong network of affluent clients and retain their trust.This role demands exceptional relationship-building skills, a deep understanding of the financial markets, and the ability to provide personalized advice to high net worth individuals.We seek an experienced professional with a proven track record in Private...

About the RoleAs a Private Wealth Manager, you will play a pivotal role in cultivating relationships with High Net Worth Individuals and Ultra High Net Worth Clients to build long-term associations.Acquire new private banking clients and nurture existing relationships by providing comprehensive wealth management solutions, encompassing asset under management...

Job Title: Senior Investment Liaison – HNWI & Private Capital RelationsIndustry: Real EstateEmployment Type: Full-TimeAbout the Role:We are seeking a well-connected and relationship-driven Senior Investment Liaison to support our capital raising efforts for real estate ventures. Job Title: Senior Investment Liaison – HNWI & Private Capital...

**Job Description**", "Interact with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to gauge their investment interests in fixed income products.Oversee the marketing process, including creating investor materials, hosting webinars, and organizing events.Develop and manage relationships with current and potential...

Financial Portfolio ManagerWe are seeking a highly skilled professional to manage and grow affluent client portfolios.Key Responsibilities:Develop strong relationships with high net worth clients to provide exceptional investment advice.Maintain existing relationships and increase assets under management through strategic investment services.Offer...

Financial Services ConsultantWe are seeking a highly skilled individual to join our team as a Financial Services Consultant. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify High Net-Worth Individuals (HNIs) prospects.

Job Title: Preferred Relationship Manager\The Role of the Relationship Manager\Fostering strong relationships with high net worth individuals is a key aspect of this position.\Key Responsibilities:\\Developing and maintaining long-term relationships with clients to ensure their financial needs are met.\Designing comprehensive financial plans tailored to...