High Net Worth Client Relationship Manager

9 hours ago


Thrissur, Kerala, India equentis Full time

Are you a results-driven professional with a passion for building strong relationships and delivering exceptional service? We are seeking an experienced High Net Worth Client Relationship Manager to join our team at equentis.

Job Summary

As a High Net Worth Client Relationship Manager, you will be responsible for managing and growing our high net worth client base. This will involve developing and implementing tailored investment strategies to meet the unique needs of each client, as well as providing ongoing support and guidance to help them achieve their financial goals.

Key Responsibilities
  • Manage and grow our high net worth client base through proactive relationship-building and networking efforts.
  • Develop and implement tailored investment strategies to meet the unique needs of each client.
  • Provide ongoing support and guidance to clients, including regular meetings and progress updates.
  • Work closely with our research team to stay up-to-date on market trends and opportunities.
  • Maintain accurate and detailed records of client interactions and transactions.
Requirements
  • Degree in Finance or related field, or equivalent experience.
  • Minimum 3 years' experience in wealth management or a related field.
  • Proven track record of success in building and maintaining high net worth client relationships.
  • Strong analytical and problem-solving skills, with ability to think critically and strategically.
  • Excellent communication and interpersonal skills, with ability to build strong relationships with clients and colleagues alike.
  • Familiarity with relevant financial products and services, including investments, insurance, and estate planning.
Compensation and Benefits

We offer a competitive salary of ₹12,00,000 per annum, as well as a range of benefits including health insurance, retirement savings plan, and paid time off.



  • Thrissur, Kerala, India GREATBELL HR Consultancy Services PVT LTD Full time

    Company OverviewGREATBELL HR Consultancy Services PVT LTD is a leading manpower recruitment firm with a strong presence in India's Technical and Hospitality sectors. We have established partnerships with over 500 companies across the country, providing quality HR services that cater to their diverse needs.Headquartered in Cochin, Kerala, our team of experts...


  • Thrissur, Kerala, India Associated Broadcasting Co. Pvt Ltd (TV9) Full time

    Job Title: Client Success ManagerWe are seeking a skilled Client Success Manager to join our team at Associated Broadcasting Co. Pvt Ltd (TV9).About the Role:The successful candidate will act as the bridge between our organization and our valued clients, ensuring seamless communication and exceptional client support.Key Responsibilities:Serve as the primary...


  • Thrissur, Kerala, India JobStars HR Solutions Pvt Ltd Full time

    Job DescriptionWe are seeking a highly skilled Cross-Sell and Retention Executive to join our team at JobStars HR Solutions Pvt Ltd.Key Responsibilities:Sales Strategy and Execution: Develop and implement sales strategies to cross-sell and up-sell products/services to existing clients, resulting in increased revenue and customer satisfaction.Relationship...


  • Thrissur, Kerala, India JobStars HR Solutions Pvt Ltd Full time

    Job SummaryWe are seeking a skilled Customer Relationship Associate to join our team at JobStars HR Solutions Pvt Ltd.This is a unique opportunity for an experienced professional to take their career to the next level, working closely with clients to deliver exceptional customer experiences.About UsAt JobStars HR Solutions Pvt Ltd, we value innovation,...


  • Thrissur, Kerala, India DBS Bank Full time

    About DBS BankAs the leading bank in Asia, DBS Consumer Banking Group is uniquely positioned to help customers realise their dreams and ambitions. We offer a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans.Job SummaryThis role involves acquiring new NRI accounts, quality sourcing...


  • Thrissur, Kerala, India DBS Bank Full time

    Company Overview:DBS Consumer Banking Group is a leading provider of financial solutions in Asia, dedicated to helping customers achieve their goals and aspirations. With a wide range of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans, we offer tailored solutions for every stage of life.About the...


  • Thrissur, Kerala, India KWMCS Ventures Full time

    About the RoleWe are seeking a results-driven Business Development Representative to join our dynamic team at KWMCS Ventures.Your primary objective will be to develop and manage a portfolio of key accounts, driving revenue growth and customer satisfaction through proactive sales strategies.Main Responsibilities:Account Development: Identify and pursue new...


  • Thrissur, Kerala, India JAMES JOS & Associates , Chartered Accountants - for Client Office Full time

    Company Overview:JAMES JOS & Associates, Chartered Accountants - for Client Office is a leading business group with operations in Jewellery and food sectors. Salary:We offer an attractive compensation package that includes a competitive salary range of approximately $80,000 to $110,000 per annum, commensurate with experience. Remuneration will not be a...


  • Thrissur, Kerala, India JAMES JOS & Associates , Chartered Accountants - for Client Office Full time

    About Our CompanyWe are JAMES JOS & Associates, Chartered Accountants - Client Office in Pollachi. As a reputable firm, we seek an experienced Accounts and Finance Manager to join our team.Job OverviewThe Accounts and Finance Manager will play a critical role in overseeing financial activities, preparing financial statements, managing budgets, conducting...


  • Thrissur, Kerala, India Merzecool Systems Full time

    We are seeking an experienced Sales Executive to join our dynamic team at Merzecool Systems, a trusted and authorized dealer of world-class air conditioning solutions.About Us:Merzecool Systems is a renowned provider of high-quality split and inverter air conditioners catering to residential and commercial needs. With a strong focus on customer satisfaction,...


  • Thrissur, Kerala, India Acies Full time

    We are seeking a highly skilled Project Management Director to join our team at Acies. This is a full-time position that requires 2-4 years of experience in project management, program management, quality management, and the BFSI domain.The successful candidate will have a graduate or postgraduate degree and be fluent in English. They will also possess...


  • Thrissur, Kerala, India Boby Chemmanur International Group Full time

    Job OverviewWe are seeking a highly skilled Key Technology Architect to join our team at Boby Chemmanur International Group.Estimated SalaryRanging from $120,000 to $180,000 per annum, depending on location and experience.Job DescriptionCrafting High-Quality Applications:Create top-notch software applications that meet the highest standards of...


  • Thrissur, Kerala, India JAMES JOS & Associates , Chartered Accountants - for Client Office Full time

    Overview">We are seeking a highly skilled and experienced Accounts /Finance Manager to join our team at James Jos & Associates, Chartered Accountants - for Client Office. This is a full-time on-site role that requires strong leadership and management skills to handle and monitor all the operations of the department in a timely manner.">Job Description">The...


  • Thrissur, Kerala, India Livspace Full time

    Livspace, Asia's largest and fastest-growing home interiors and renovation platform, is seeking a seasoned Business Development Manager - Channel Partner to join its team. As part of the company's rapid expansion across India, Singapore, Malaysia, Saudi Arabia, and other locations, this role will focus on building strong relationships with real estate...


  • Thrissur, Kerala, India NxtWave Full time

    About NxtWaveNxtWave is a pioneering Ed-Tech startup revolutionizing the 21st-century job market by transforming youth into highly skilled tech professionals. Founded by industry experts, the company has earned a reputation for excellence, backed by renowned investors and partners.With a strong presence in India, NxtWave offers vernacular content and...


  • Thrissur, Kerala, India JAMES JOS & Associates , Chartered Accountants - for Client Office Full time

    About the CompanyJAMES JOS & Associates, Chartered Accountants - Client Office is a reputable organization seeking an experienced Accounts and Finance Manager to oversee financial activities.Estimated Salary RangeThe salary for this position is expected to be around ₹12-18 lakhs per annum, commensurate with experience.Job ResponsibilitiesThe successful...


  • Thrissur, Kerala, India JAMES JOS & Associates , Chartered Accountants - for Client Office Full time

    Company OverviewJAMES JOS & Associates, Chartered Accountants - for Client Office is a leading business group with operations in Jewellery and food sectors.About the RoleWe are seeking a highly skilled Accounts/Finance Manager to join our team on a full-time basis. As an on-site role, you will be responsible for handling and monitoring all operations of the...


  • Thrissur, Kerala, India BRD CAR WORLD LTD Full time

    Job Title: Account Development ManagerAbout the Role:We are seeking an experienced Account Development Manager to join our team at BRD CAR WORLD LTD. The successful candidate will be responsible for generating new business opportunities and driving sales growth in their assigned territory.Key Responsibilities: Develop and execute sales strategies to achieve...


  • Thrissur, Kerala, India Kalliyath Group Full time

    Company OverviewKalliyath Group is a leading provider of top-quality building materials, known for their superior strength-to-weight ratios and exceptional durability. Our cutting-edge steel manufacturing unit in Palakkad utilizes advanced technologies and rigorous quality assurance processes.Job SummaryWe are seeking an experienced Senior Sales Growth...


  • Thrissur, Kerala, India Malger Entertainments Full time

    We are seeking a highly skilled Senior Business Growth Specialist to join our team at Malger Entertainments. This role involves identifying opportunities, building lasting client relationships, and driving revenue growth in the gaming, AR, and VR sectors.Key Responsibilities:Lead Generation: Identify and cultivate new business opportunities through research,...