Wealth Strategist

Role OverviewWealth managers are the face of our personalised wealth management platform, helping clients make smarter investment decisions while growing their wealth.This role is ideal for individuals who thrive on building relationships and closing deals. You'll be responsible for managing your sales pipeline, onboard new clients, and provide them with...

Role OverviewWe are seeking a highly skilled and experienced Wealth Management Strategist to lead the successful implementation of a Digital Wealth platform.The expert will provide in-depth knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are...

Wealth Management OpportunitiesOur organization seeks a skilled Portfolio Strategist to manage the financial assets and investments of high net worth individuals, families, and institutional clients.About the RoleThe successful candidate will identify and connect with potential investors to onboard them for investment opportunities. Key responsibilities...

Wealth Management OpportunitiesJob Profile:Develop and provide solutions to client requirements, leveraging expertise in financial planning and investment advisory.Timely follow-up with leads and tag them on market trends and news articles for effective engagement.Increase client base by meeting new clients, referrals from existing investors, and portfolio...

Unlock Your Potential as a Wealth Management ProfessionalWe are seeking dynamic professionals who can engage with high net worth individuals (HNIs) and provide exceptional wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies...

As a high-net-worth client advisor, you will play a pivotal role in helping affluent individuals achieve their financial objectives. Your primary responsibility will be to understand their goals and develop customized investment strategies to meet their needs.Key Responsibilities:Establish and maintain strong relationships with high-net-worth clients,...

The role of Assistant Treasury Manager is pivotal in driving efficiency and cost optimization across the organization's financial operations.Key responsibilities include assisting the Treasurer in managing treasury functions, cash flow management, banking and credit arrangements, investments, Forex hedging, CMS processes, and providing business solutions for...

About This RoleWe are seeking a highly skilled and experienced Private Banker to join our team. As a key member of our organization, you will be responsible for providing exceptional client service and managing day-to-day financial planning, investment management, and asset allocation tasks.The ideal candidate will have a strong background in finance,...

Seeking a seasoned Wealth Management ExpertThe ideal candidate will be responsible for delivering tailored investment solutions to clients and overseeing the growth of their portfolios.Main Responsibilities:Client Engagement: Build and maintain strong relationships with clients, gaining a deep understanding of their financial objectives and risk...

Job DescriptionWe are seeking a seasoned financial planning and client advisory professional to manage high net worth individual portfolios and drive long-term financial success for clients.Key Responsibilities:Establish strong, trusting relationships with high net worth individual clients.Develop comprehensive financial plans covering investments, taxation,...