Senior Affluent Wealth Key Account Manager

Role SummaryThis is a unique opportunity to serve as a Client Portfolio Manager, responsible for acquiring and managing high-net-worth relationships. The ideal candidate will be the face of our business, with strong analytical skills and ability to work in teams.Key Responsibilities:Acquire and manage preferred clients (affluent & super affluent) through...

Wealth Management Expertise NeededSeeking a highly skilled Wealth Manager to lead the implementation of our Digital Wealth platform. This role requires domain expertise in private banking and wealth management, ensuring accurate capture of business requirements, regulatory compliance, and effective customer journeys.The ideal candidate will have experience...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

The Relationship Manager is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by...

About the JobWe are seeking a seasoned Financial Services Manager to lead our team in delivering exceptional wealth management solutions. As a Group Leader, you will be responsible for identifying new business opportunities, generating leads, and driving business growth through effective cross-selling of wealth management products and services.The ideal...

We offer a wealth management approach that is centered around client needs and goals.The key to our success lies in the partnership between our team of experienced professionals and our clients.Our independence from targets allows us to provide personalized solutions that are tailored to each client's unique circumstances.We have access to institutional...

```html About the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

As a Strategic Partnership Specialist, you will be the primary point of contact for high net worth clients. This role requires building strong relationships by delivering exceptional service, designing financial strategies, and providing expert guidance.Key Responsibilities:Acquire and manage high-value clients, focusing on affluent and super affluent...

Job Title: Senior Relationship Manager- Wealth Management SolutionsWe are seeking a senior relationship manager to join our wealth management team.Key Responsibilities:• Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.• Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs,...