Senior Wealth Manager
2 weeks ago
Key Responsibilities:
- Build and maintain long-term relationships with high-net-worth clients to meet their financial needs.
- Understand clients' investment goals, risk tolerance and develop customized solutions to enhance wealth management services.
- Conduct regular portfolio reviews and provide strategic recommendations based on market trends and client objectives.
- Collaborate closely with internal specialists to deliver comprehensive financial solutions and identify new business opportunities.
- Stay up-to-date on market conditions, products and regulatory requirements to ensure expert advice.
- Ensure all actions comply with regulatory policies and best practices.
- Present periodic performance reports to clients to demonstrate value-added services.
- Meet sales and revenue targets set by the business to drive growth.
Requirements:
- Strong understanding of financial markets, products and services.
- Excellent communication and interpersonal skills to build strong client relationships.
- Ability to work effectively in a team environment to achieve common goals.
- High level of professionalism, integrity and ethics.
-
Wealth Relationship Manager
4 weeks ago
Cochin, Kerala, India Wealth Matrix Full timeAbout USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...
-
Wealth Relationship Manager
4 weeks ago
Cochin, Kerala, India Wealth Matrix Full timeAbout US At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services. We are...
-
Administrative Operations Manager
2 weeks ago
Cochin, Kerala, India beBeeFinancial Full time ₹ 7,50,000 - ₹ 15,00,000Operational Support SpecialistThis is a full-time on-site position for an Operational Support Specialist located in Mumbai.Responsible for managing day-to-day operational activities in a wealth management firm, including account opening, client onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.Ensure...
-
Cochin, Kerala, India 4 Seasons Senior Living Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany Description4 Seasons Senior Living provides personalized care services for elder adults in a home setting. The goal is to offer high-quality care that maintains residents' independence and dignity. Services include long-term senior care, respite senior care, and adult day care, all tailored to meet individual needs.Job Description:Website Design &...
-
Senior Account Manager
7 days ago
Cochin, Kerala, India Geo Seafoods Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionManufacturing and exporting company located in KochiRole DescriptionThis is a full-time on-site role for a Senior Account Manager located in Kochi. The Senior Account Manager will be responsible for managing client accounts, developing and maintaining long-term relationships with clients, and ensuring the successful delivery of our...
-
Senior Project Manager
7 days ago
Cochin, Kerala, India Builders Interiors Full time ₹ 5,00,000 - ₹ 15,00,000 per yearCompany DescriptionSince 2012, we specialize in civil contracting and interior designing of houses, Villas and commercial buildings, as well as renovations of old homes and other buildings.We start the incredible journey of designing a space for you by understanding you and your requirements. This leads us to create a Layout Plan and present to you our...
-
Senior Business Manager
4 weeks ago
Cochin, Kerala, India MakeMyTrip Full timeRole: Senior Business Manager Level: Senior Executive/Assistant Manager Reporting To: Regional Manager Location: Cochin About the Function: myPartner, a strategic business unit of the MakeMyTrip Group launched in 2020, is revolutionizing the travel industry by offering seamless, real-time access to a diverse range of travel products, including domestic...
-
Senior Manager
3 weeks ago
Cochin, Kerala, India Prime Ideas Consultancy Services Full timeJob Title: Senior Manager – MIS & Costing (with SAP) Industry: Spice Extraction and Processing Location: Kochi, Kerala Company: A Leading Global Spice Extraction Company Recruitment Partner: Prime Ideas Consultancy Services About the Hiring Company Our client is a pioneering global leader in the spice extraction and natural ingredients industry, with a...
-
Senior manager
2 weeks ago
Cochin, Kerala, India Prime Ideas Consultancy Services Full timeJob Title: Senior Manager – MIS & Costing (with SAP) Industry: Spice Extraction and Processing Location: Kochi, Kerala Company: A Leading Global Spice Extraction Company Recruitment Partner: Prime Ideas Consultancy ServicesAbout the Hiring CompanyOur client is a pioneering global leader in the spice extraction and natural ingredients industry, with a...
-
Senior Manager
3 weeks ago
Cochin, Kerala, India EXL IT service management Full timeJob DescriptionJob DescriptionPosition Title, Responsibility LevelManager/Senior Manager -Transitions & SolutionsFunctionTransitionsReports toSr. Manager / AVPPermanent/ TemporaryPermanentSpan of Control- Manager-Transitions (as applicable based on program size- Individual ContributorLocationKochi, IndiaBasic FunctionThe resource will be responsible for...
