High Net Worth Portfolio Manager

About the RoleThis role is instrumental in acquiring high net worth individuals and building relationships with clients.Responsibilities:Sell investment, insurance, and other banking products to private banking clients to generate revenue.Nurture and manage end-to-end customer relationships for private customers by fulfilling their banking needs through...

Senior Portfolio Manager - UHNW DivisionWe are seeking a highly experienced and dynamic Senior Portfolio Manager to lead our UHNW division. This individual will be responsible for delivering personalized wealth management solutions to Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). The ideal candidate will have in-depth...

Job Title:Experienced Sales Professional Sought for Luxury Residential Real EstateThe ideal candidate will possess refined communication skills and the ability to deliver a personalized experience to high-net-worth individuals.This role is best suited for professionals with expertise in luxury sales, able to engage clients and build lasting relationships.Key...

Job Title: Portfolio SpecialistWe seek a highly motivated and results-driven portfolio specialist to spearhead investor engagement, build long-term relationships with high net worth individuals, family offices, and professionals, and promote alternate investment opportunities within the thriving Indian startup ecosystem.Key Responsibilities:Determine,...

Key Financial Advisor PositionOur firm seeks a seasoned Key Financial Advisor to spearhead affluent client acquisition and portfolio management. This role involves advising high-net-worth individuals on their investments, growing existing relationships, and expanding the client base.Responsibilities:Developing strong ties with affluent clients through...

Job Title Premier Acquisition Manager is a key role responsible for acquiring High Net Worth (HNI) clients, selling TPP and generating revenue, building CASA book size, conducting promotional and customer events, and cross-selling of MF, Gold, Insurance, and asset products. Responsibilities:Coordinate with different channels to achieve sales targetsExcellent...

Job DescriptionAs a dynamic and experienced Wealth Product Specialist, you will be responsible for training, mentoring, and enabling new relationship managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve high net worth individuals and institutional clients effectively.The...

Job OverviewThis role involves collaborating with high-net-worth individuals, family offices and corporate treasuries to understand their investment interests in fixed income products.Key Responsibilities:Create tailored marketing campaigns to gauge investment interests in fixed income products among high-net-worth individuals, family offices and corporate...

Job TitleWe are seeking a seasoned Lifestyle Management Specialist to support the Chairman's office in a high-profile role that combines executive assistance and lifestyle management.

Job Overview:We are seeking a seasoned wealth management professional to lead our investment services team as Portfolio Manager.Responsibilities:Develop and maintain relationships with clients to understand their financial goals and risk tolerance.Provide customized investment recommendations based on clients' individual needs and circumstances.Manage client...