High Net Worth Client Manager

Job TitleSenior Executive Sought for Prestigious Wealth Management Role.About the PositionWe are seeking an experienced Senior Vice President to manage a portfolio of high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions.This is an individual contributor role requiring a strong personal...

Job Title:Custodian of High-Net-Worth AssetsAbout the Role:We are seeking an accomplished professional to oversee the management of high-net-worth assets. As a custodian of these assets, you will be responsible for building and maintaining strong relationships with clients to understand their financial goals and objectives.You will provide personalized...

Wealth ManagerThe Wealth Manager is a vital component in the acquisition of high net worth clients, building robust relationships with financial institutions. The primary responsibility lies in selling investment and insurance products to high-net-worth individuals, generating fee-based income.Key Responsibilities:Nurture and manage customer relationships...

Job Title: High Net Worth Investor Acquisition SpecialistAbout the Role:We are seeking a motivated and experienced professional to join our team as a High Net Worth Investor Acquisition Specialist. The ideal candidate will have 1–3 years of experience in lead generation from High Net Worth Individuals (HNIs) and a proven track record of building qualified...

Job Summary:We seek a seasoned professional to spearhead investor engagement and drive business growth through strategic partnerships.The ideal candidate will possess excellent communication skills, proven experience in handling high net worth clients, and strong interpersonal skills to foster long-term relationships.Key Responsibilities:Develop and execute...

Job OpportunityWe are seeking a skilled Relationship Manager to join our organization.Role OverviewThe ideal candidate will be customer-focused, proactive, and able to maintain and expand relationships with high-end clientele.Responsibilities:Manage and build strong, lasting relationships with new and existing clients.Act as the primary contact for...

Job Title: Senior Client StrategistJob Description:Develop and execute a comprehensive client engagement strategy to drive revenue growth and deepen relationships with high net worth individuals.Identify and capitalize on business opportunities through effective sales strategies, market insights, and exceptional customer service.Build and maintain a robust...

Job Category KMBLDegree Level Bachelor s Degree Job Role Create a world class NR liability for Kotak Mahindra Bank to take care of the funding requirements of the Kotak Mahindra Bank Meeting monthly acquisition target for liability sales Initiating in consonance with community banking credit proposals for high net worth individuals to deepen their...

About UsWe serve high net worth individuals, family offices, corporate treasuries and institutions across India.We specialize in wealth management and fixed income broking with a holistic approach to client needs.

Global Investment Leadership RoleWe are seeking an experienced professional to drive the development and expansion of our wealth management division. This role will focus on delivering high-quality investment solutions and client-centric financial planning, leveraging deep knowledge of portfolio management, regulatory compliance, and investment advisory.The...