High Net Worth Client Manager

Job DescriptionHigh-net-worth clients require personalized financial solutions and ongoing engagement to achieve their long-term goals. As a wealth manager, you will analyze market trends, optimize portfolios, and recommend investment strategies that align with client objectives.Key responsibilities include driving growth in assets under management, revenue,...

Opportunity OverviewCyanous Software offers a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships.Our Private Client Group specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI).Role SummaryWe are seeking an...

High Net Worth Client Acquisition Manager">Analyze client financial portfolios to develop bespoke strategies and ensure optimal financial outcomes are achieved.">Stay abreast of market trends to inform responsive planning initiatives.">Pursue high-value clients, drive assets under management growth, meet revenue targets, and conduct regular client meetings...

Job SummaryThe Relationship Manager plays a vital part in establishing and maintaining strong relationships with high-net-worth clients. Their primary responsibility is to deliver exceptional service, provide investment advice, and manage overall financial portfolios.Key responsibilities include:Identifying and acquiring premium clientsBuilding and nurturing...

We are seeking an experienced and result-driven professional to lead our high net worth portfolio management team. The ideal candidate will have a proven track record of acquiring and managing high net worth clients, handling large wealth portfolios, and leading a team of relationship managers and advisors.Key ResponsibilitiesAcquire new high net worth...

We are seeking a seasoned investment professional to spearhead our high-net-worth individual outreach efforts. As an Associate Partner, you will be responsible for developing and executing strategic plans to attract new investors from the HNI segment.Key Responsibilities:Draft and implement targeted strategies to identify and engage with potential...

Senior Portfolio ManagerAs a seasoned financial expert, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.The role involves...

Are you a seasoned professional with expertise in wealth management looking for a new challenge? This opportunity is ideal for someone who wants to leverage their skills to drive business growth and provide exceptional client service.The RoleWe are seeking a Senior Wealth Manager to join our team. As a key member of our wealth management team, you will be...

Senior Wealth Manager PositionThis is a senior wealth manager position that requires building and managing high net worth relationships.Key Responsibilities:Client Acquisition & Relationship Management: Foster long-term partnerships with family offices, ultra-high net worth individuals.Investment Advisory & Product Distribution: Provide expert advisory...

Private Wealth ManagerJob Summary: We are seeking a Private Wealth Manager to join our team.Key Responsibilities:Understand the financial needs and risk appetite of clients and recommend suitable investment products.Provide financial solutions for high net worth individuals.Monitor market trends to ensure client plans remain relevant.Achieve targets based on...