High Net Worth Investment Manager

Strategic Wealth Manager PositionThis is a senior leadership role that requires expertise in guiding, mentoring, and managing high-performing teams to drive significant growth in assets under management (AUM) and assets under advice (AUA). The successful candidate will be responsible for acquiring and managing high net worth individual (HNI)/ultra HNI (UHNI)...

About the RoleWe are seeking a dynamic professional with 7-10 years of experience in high net worth individual and philanthropic fundraising.Develop and execute a comprehensive fundraising strategy for large-ticket donations from HNIs, alumni, and donors.Create and manage an extensive database of potential donors using wealth intelligence tools and personal...

Private Client Lawyer Opportunity We are seeking a highly experienced Private Client Lawyer to lead the development of our in-house legal wills and trusts offering.The successful candidate will work closely with financial advisers and tax specialists to design and implement effective estate planning solutions for high-net-worth clients.Estate planning...

As a leader in our organization, you will be responsible for driving growth and performance in your assigned branch.You will be expected to generate revenue through various channels, expand our client base, ensure compliance with all regulations, and foster the development of your team.Key areas of focus include:Revenue generation through high net worth...

About the Role: Private BankerWe are seeking a talented professional to join our team in the acquisition of high net worth individuals and ultra-high net worth clients.The role is instrumental in building relationships with the bank and generating fee income through the sale of investment, insurance, and other banking products to private banking...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Role DescriptionThis is a full-time, on-site role located in Ahmedabad for a US Tax Manager 1040 HNI. The US Tax Manager will be responsible for managing and overseeing all tax-related activities for high net-worth individuals. Key day-to-day tasks include tax planning, tax compliance, tax preparation, and ensuring adherence to tax laws. This role requires...

Senior Client Relationship ManagerWe are expanding our client-facing team and seeking a skilled professional to manage high-net-worth client relationships. The ideal candidate will have experience in wealth management, strong communication skills, and the ability to understand client needs.About the Role:Client Acquisition: Identify and engage with potential...

Business Development ExecutiveWe are seeking a seasoned Banking Relationship Manager to cultivate and expand high net worth customer relationships for liabilities and commercial assets. The ideal candidate will possess a profound understanding of trade, forex, commercial assets, and mutual funds.

Job Category KMBL Degree Level Bachelor s Degree Elite Relationship Manager Department Retail Liabilities Location Number of Positions Level Manger Senior Manager Develops new and expands existing High Net worth Customer relationships for liabilities and commercial assets Ensures high levels of customer service orientation and application of bank...