Senior Affluent Wealth Manager Position

Job OpportunityWe are seeking a skilled professional to join our team in wealth management. As a key member of our wealth management department, you will be responsible for acquiring and retaining high net worth clients, advising them on their investments, and managing their overall financial portfolio.Key ResponsibilitiesTo establish and maintain...

Senior Financial ManagerWe are seeking an experienced professional to fill the role of Senior Financial Manager.About the Role:The ideal candidate will have a proven track record in financial planning and wealth management advisory, with a strong understanding of the financial market and regulatory environment.Key Responsibilities:Build and maintain strong,...

Job Title: Senior Relationship ManagerMain Responsibilities:Develop and nurture relationships with high net worth individuals and family offices.Offer expert advisory services on investment products, including mutual funds, alternate investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts.Promote...

Investment Portfolio ManagerThis is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.About the RoleThis position is responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI)...

Senior Wealth Manager PositionThe ideal candidate will have a track record of providing tailored solutions to clients based on their financial goals.Conduct regular follow-ups with leads, ensuring timely communication and tagging them in relevant broadcasts and news articles.Expand the client base through new client acquisition, leveraging existing investor...

Job Opportunity: Wealth Management SpecialistAbout the RoleWe are seeking a highly skilled and experienced wealth management specialist to join our team.This role will involve building and maintaining strong, long-term relationships with high-net-worth clients.The ideal candidate will have in-depth knowledge of financial markets and investment products, as...

Job SummaryWe are seeking a Salesforce Project Manager to lead and manage Salesforce implementation projects within the wealth management domain.The ideal candidate will have expertise in IT project management and Salesforce Platform, with a strong understanding of Wealth Management / Financial Services.Provide hands-on configuration of Salesforce (flows,...

Wealth Management SpecialistRole Overview:We are seeking a dynamic and driven Wealth Management specialist to join our team in Kozhikode, India.Key ResponsibilitiesIdentify potential investors, build relationships with high net worth individuals, family offices, and professionals, and promote company's alternate investment opportunities.Drive sales of...

Relationship ManagerWe are expanding our relationships department and seeking dynamic professionals who can engage with high net worth individuals (HNIs) and provide high-quality wealth management services.Build and maintain strong relationships with HNI clientsConvert qualified leads into managed portfoliosAdvise clients on investment opportunities across...

We are seeking a skilled and client-focused Financial Services Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end...