Affluent Wealth Relationship Manager

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as...

Job OverviewWe are seeking an experienced Relationship Manager to join our wealth management team. As a key member of our team, you will be responsible for building and managing relationships with high net worth individuals and family offices.Key Responsibilities:• Client Acquisition & Relationship Management: Develop and maintain strong relationships with...

As a high-net-worth client advisor, you will play a pivotal role in helping affluent individuals achieve their financial objectives. Your primary responsibility will be to understand their goals and develop customized investment strategies to meet their needs.Key Responsibilities:Establish and maintain strong relationships with high-net-worth clients,...

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...

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...

At our organization, we offer specialized wealth management services designed to cater to the unique financial needs and goals of clients. With a history spanning over two decades, our dedicated Wealth Managers provide a range of investment solutions for high net-worth individuals, retail clients, corporate entities, and financial institutions.\Our team...

Role OverviewWealth managers are the face of our personalised wealth management platform, helping clients make smarter investment decisions while growing their wealth.This role is ideal for individuals who thrive on building relationships and closing deals. You'll be responsible for managing your sales pipeline, onboard new clients, and provide them with...

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...

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...