Wealth Strategist for High Net Worth Clients

Job Title: Wealth Manager for High Net Worth IndividualsAt i-Qode Digital Solutions Private Limited, we are seeking a skilled Wealth Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs) and providing them with comprehensive financial planning and...

Job Role: Wealth Manager for High Net Worth IndividualsThe Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs). The role includes acquiring new clients, managing their investment portfolios, providing high-quality...

Job Title: Wealth Manager for High Net Worth IndividualsJob Summary: We are seeking a skilled Wealth Manager to join our team at i-Qode Digital Solutions Private Limited. The successful candidate will be responsible for building and maintaining strong relationships with High Net Worth Individuals (HNIs) and providing them with comprehensive financial...

{"About Us": "Corenza is a digital family office that offers personalized wealth management services to high net worth individuals. Our team of experts provides tailored financial plans to help clients achieve their financial goals.", "Role and Responsibilities": "As a Wealth Strategist, you will work closely with our advisory team to create comprehensive...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Role: The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs).Key Responsibilities:• Acquiring new clients and managing their investment portfolios• Providing high-quality customer service and achieving sales...

Job Title: Relationship Manager Mutual Funds or InsuranceJob Summary:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsible for building and maintaining strong long-term relationships with High Net Worth Individuals (HNIs). The role includes acquiring new clients, managing their investment portfolios, providing...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Responsibilities:Client Acquisition and Relationship Management:Acquire and handle a group of high net worth clients, providing them with tailored...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...

Role SummaryWe are seeking a skilled Wealth Management Specialist to join our team at Team Geek Solutions Private Limited. As a key member of our wealth management team, you will be responsible for managing high net worth individuals and providing expert financial advice to help them achieve their financial goals.Key Responsibilities:- Acquire and advise...

Job PurposeThe incumbent would be responsible for managing high net worth individual (HNI) customers with surplus investment amounts of Rs. 1 Crore above and have regular meetings with them. Additionally, they would support the team to achieve their sales targets, resulting in a revenue of 3.5 times the cost-to-company (CTC).Key DeliverablesExecute cluster...

Key Responsibilities Drive the acquisition of High Net Worth (HNW) clients by focusing on the Affluent and Super Affluent market segments. Build and nurture client relationships, increase Assets Under Management (AUM), provide investment advice, and enhance client portfolios. Conduct market research, collaborate with product development teams, and...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

About the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

**Job Role Summary**As a Senior Manager for High Net Worth Customer Relationships at Prov HR Solutions Private Limited, you will be responsible for developing and expanding our existing relationships with high net worth customers for liabilities and commercial assets.Key Responsibilities:Develop personalized banking relationships with high net worth...

Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team at ConsultBae India Private Limited. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...

Job Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...

Drive Business GrowthCultivate relationships with high net worth individuals, grow assets under management, and provide expert investment advice to enhance portfolios. Collaborate with product teams to research markets and organize events to fuel business growth.Desired Candidate ProfileExperienced wealth advisor with expertise in investments, markets, and...