High Net Worth Investor Acquisition Specialist

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...

Wealth Management ProfessionalThe ideal candidate will have a passion for driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals. This is a high-impact role that involves promoting our company's alternate investment opportunities.Key Responsibilities:Investor Identification and OnboardingSales...

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...

Key Role:A seasoned professional is sought to manage high net worth individual (HNI) clients, ensuring exceptional service delivery.Primary Responsibilities:Develop and implement strategies to acquire and manage HNI client relationships.Conduct thorough client profiling to offer bespoke investment options, including debt, equity, mutual funds, structured...

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...

Job Opportunity:Corporate Treasury and Family Office ProfessionalKey Responsibilities:Develop relationships with high-net-worth individuals, family offices, and corporate treasuries to understand their investment interests in fixed income products.Establish and maintain connections with current and potential investors.Collaborate with Product teams to design...

Strategic Client Relationship ManagerAbout the Opportunity:We are seeking an experienced professional to acquire and manage high-quality client relationships, offering goal-based financial planning and personalized investment strategies.The ideal candidate will have 2 years of experience in wealth management, banking, or HNI relationship management, with...

Executive Luxury Real Estate Closing SpecialistWe are seeking a highly skilled and experienced Executive Luxury Real Estate Closing Specialist to drive high-value transactions in the luxury real estate market.The ideal candidate will have expertise in guiding high-net-worth clients through the closing process, ensuring a seamless and sophisticated experience...

As a Premier Acquisition Manager, your primary focus will be on acquiring new high-net-worth customers for the bank.Develop and execute strategies to generate leads through direct sourcing, referrals, and market networking.Build long-term relationships with premier clients to drive portfolio growth.Identify opportunities to cross-sell banking products such...

Talent Acquisition SpecialistThe role of Talent Acquisition Specialist is to design and execute a strategic recruitment plan that attracts top talent, enhances the organization's employer brand, and supports business growth. Develop a comprehensive talent acquisition roadmap aligned with company objectives and growth strategies.Research best practices in...