High Net Worth Concierge Manager

About the RoleWe are seeking a highly skilled professional to join our Private Banking team.This role is instrumental in acquiring high net worth individuals and building long-term relationships with clients.

Job SummaryThe successful candidate will be responsible for managing high net worth individual (HNI) clients. The primary objective is to deliver seamless service and foster deep relationships that drive cross-selling and enhance the client's share of wallet.Key Responsibilities:Identify and acquire HNI clients through comprehensive profiling, offering a...

We're seeking an exceptional Program Manager to spearhead the development of a high-end travel aggregation platform. With a focus on crafting sophisticated products and delivering exceptional experiences, this role is ideal for professionals who excel in driving strategic initiatives.Key Responsibilities:Developing and implementing comprehensive roadmaps...

Executive Director of Premier Client GroupWe are seeking an accomplished Executive Director to lead our Premier Client Group Desk.Key Responsibilities:Manage Ultra High Net Worth Individuals by offering tailored wealth management solutions.Promote and sell large portfolios, including PMS, AIF, bonds, and stock market offerings.Build relationships with...

Job OverviewThe Senior Vice President of Wealth Management role involves directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering comprehensive investment advisory and wealth management solutions.

Job Title: Wealth Management ProfessionalAffluent wealth management professionals are responsible for establishing and maintaining relationships with high net worth clients. They work closely with clients to understand their financial goals and provide tailored investment solutions.Key Responsibilities:Develop and implement sales strategies to acquire new...

Job Opportunity:We are seeking a highly skilled and experienced Closing Professional to drive high-value transactions in the luxury real estate market.The ideal candidate will have expertise guiding high-net-worth clients through the closing process, ensuring a seamless and sophisticated experience that reflects our brand's prestige.Key...

Job Title: Senior Portfolio ManagerOverview:As a senior portfolio manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals. Your expertise in wealth management products and personalized financial advice will help clients achieve their financial goals.Key Responsibilities:Establish trust with clients...

We are seeking a seasoned Product Trainer to deliver comprehensive training sessions on wealth management products, solutions, and services tailored for high net worth individuals (HNI) and institutional clientele.

Client Relationship SpecialistWe are seeking an experienced Client Relationship Specialist to join our team. As a key member of our Relationships Department, you will be responsible for engaging with high net worth individuals and providing exceptional wealth management services.Job Responsibilities:Establish and maintain strong relationships with clients to...