Affluent Wealth Relationship Professional

Senior Wealth StrategistAs a Senior Wealth Strategist, you will drive the development and expansion of our wealth management division. This role is ideal for an experienced professional seeking to leverage their expertise in strategic leadership, distributor management, client advisory, and portfolio management.Key Responsibilities:Strategic Leadership:...

Job OpportunityWe are seeking a Senior Vice President to lead our Wealth Management division. This role will be responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.Key Responsibilities:Client Acquisition & Relationship Management: Acquire, nurture, and grow...

We are seeking an experienced and skilled Professional to fill the role of Relationship Manager. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients to enhance their wealth creation experience.In this role, you will align client portfolios with their financial goals, providing expert advice to...

As a key member of our team, you will be responsible for ensuring the smooth operation of our wealth management services. This includes handling day-to-day activities such as account opening and maintenance, trade execution and reconciliation, client reporting, and compliance support.To achieve this, you will need to have a solid understanding of back office...

Expert Financial Advisor RoleWe are seeking an accomplished Certified Financial Planner (CFP) to serve as a trusted advisor to our esteemed clientele. Leveraging their extensive financial planning expertise and exceptional relationship-building skills, the ideal candidate will craft and implement bespoke financial strategies, manage client portfolios, and...

Job TitleAs a Financial Services Specialist, you will be the face of our personalized wealth management platform. You will help clients make smarter investment decisions while growing their wealth.You will be responsible for building relationships, closing deals, and managing your sales pipeline like a pro.Be the first point of contact for...

Client Relationship SpecialistAs a key contact for a diverse portfolio of NRI clients, you will leverage your financial acumen and exceptional communication skills to deliver tailored solutions that meet their unique banking and investment needs.Act as the primary point of contact for a diverse group of NRI clients.Develop and provide insights on financial...

Job Summary:Wealth management is a dynamic field driven by the growth of startups. This role involves identifying, connecting, and onboarding investors to drive sales and build long-term client relationships.Key Responsibilities:Drive sales of curated investment opportunities in startups, venture funds, and alternate asset classes.Build and maintain client...

Expert Wealth StrategistWe are seeking a highly skilled and experienced Expert Wealth Strategist to join our team. In this role, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.The ideal candidate will have a deep understanding of financial markets, excellent analytical and problem-solving...

Job Overview:We are seeking a proactive and detail-oriented customer relationship management professional to support our business operations.The ideal candidate will be responsible for managing and maintaining CRM systems, executing targeted campaigns, analyzing customer data, and providing actionable insights to drive sales and marketing strategies...