Wealth Development Executive

Job DescriptionWe are seeking a skilled Wealth Advisory Expert to join our team.The role involves trading & order execution, client handling, and cross-selling of wealth & investment products.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services, with focus on AUM...

Delivering Strategic Growth as Regional HeadEstablish a comprehensive strategic plan to drive Wealth Management performance and meet business objectivesMonitor and analyze key performance metrics, including manpower productivity, and implement improvements through data-driven insightsLead the development of innovative products and services tailored for...

Role OverviewWe are seeking a highly skilled and experienced Wealth Management Strategist to lead the successful implementation of a Digital Wealth platform.The expert will provide in-depth knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are...

Job Title:Wealth StrategistAbout the Role:We are seeking a skilled Wealth Strategist to develop and manage client relationships, aligning assets under management with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.Responsibilities:Develop strategic plans to enhance and acquire more...

Financial Services Professional OpportunityWe are seeking a highly skilled and experienced Financial Services Professional to join our team as an Affluent Wealth Relationship Manager. In this role, you will be responsible for managing a portfolio of high net worth clients and providing them with tailored financial solutions.The ideal candidate will have a...

Job Overview:As a high-net-worth relationship manager, you will be responsible for fostering long-term relationships with clients by delivering tailored investment and wealth planning solutions.Key responsibilities include understanding client financial goals and risk tolerance to provide customized advice, ensuring compliance with regulatory policies, and...

Wealth Management OpportunitiesJob Profile:Develop and provide solutions to client requirements, leveraging expertise in financial planning and investment advisory.Timely follow-up with leads and tag them on market trends and news articles for effective engagement.Increase client base by meeting new clients, referrals from existing investors, and portfolio...

Senior Service Delivery Director OpportunityWe are seeking a seasoned business leader with extensive experience in managing large-scale operations across banking, financial services and insurance. The ideal candidate will bring 15+ years of expertise in wealth management, retail banking, compliance and financial risk functions, along with leadership skills...

About the OpportunityWe are seeking a skilled and ambitious individual to join our team as a Portfolio Manager. In this role, you will have the opportunity to work on various assignments that will enhance your understanding of investment strategies and client portfolio management.Key Responsibilities:Wealth Management & Client Engagement: You will be...

Wealth Management ExpertThis is an exciting opportunity to join our team as a Senior Vice President of Wealth Management. In this role, you will be responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing them with end-to-end investment advisory and wealth management solutions.As a trusted advisor, you...