High Net Worth Client Relationship Manager

Senior Fundraising SpecialistThis is a highly specialized role that requires exceptional fundraising skills, a strong ability to build relationships and persuade high net worth individuals to donate.The ideal candidate will have extensive experience in securing large donations and a proven track record of success in their previous roles.

Job Description:A Private Wealth Manager plays a pivotal role in shaping the financial destinies of high net-worth individuals and organizations. This position demands a deep understanding of investment solutions, coupled with exceptional interpersonal skills to foster trust and deliver personalized wealth management strategies.Responsibilities:Developing...

Wealth Manager Position OverviewAs a seasoned Wealth Manager, you will be responsible for acquiring high net worth clients and nurturing relationships to generate assets under management (AUM). Your expertise in advising clients on investments and managing their overall financial portfolio will play a crucial role in deepening existing client...

Job Description:The role of a wealth manager is to provide high net worth individuals with expert guidance on their financial portfolios.Key responsibilities include acquiring and managing clients, conducting client profiling to offer suitable investment products, analyzing client portfolios for performance and profitability, driving cross-selling efforts,...

Job OpportunityWe are seeking an Associate to oversee public relations and client servicing for entertainment clients.The ideal candidate will manage daily operations, formulate monthly plans, strategize events, and cultivate relationships with media, influencers, and bloggers.Responsibilities:Manage a portfolio of high-profile clients with confidence and...

Hiring: Tax Professional Location: Ahmedabad Department: Taxation Designation: Senior Manager (7+ Years)Key Skills & Experience Required:Minimum 7 years of experience in tax management.Expertise in high net worth individual taxation.Strong knowledge in tax planning, compliance, and advisory services.Proficiency in direct and indirect tax laws.Strong...

Key Role:Act as the primary point of contact for assigned clients, understanding their needs, objectives, and expectations.Develop and maintain strong, trust-based relationships with clients, serving as their advocate within the organization.Proactively identify client challenges and provide innovative solutions to address them, leveraging resources and...

Relationship Development SpecialistThe role of a Relationship Development Specialist is multifaceted, involving the establishment and maintenance of strong relationships with clients, addressing their inquiries, providing exceptional customer service, and facilitating seamless communication between stakeholders.Key Responsibilities:Develop and nurture...

Job Title: Relationship Manager – Mumbai Location: Region - MumbaiDepartment: Sales and Client AcquisitionReporting to: Regional HeadAbout 9 Point Capital9 Point Capital is India's first regulated digital asset management company, pioneering secure, compliant, and innovative pathways for Indian investors to access global digital assets.Through offerings...

Client Engagement Specialist Job Description: We are seeking a dynamic professional to engage with high net worth individuals and provide personalized wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives tailored financial strategies aligned with their goals....