Senior Wealth Planning Specialist

Job Title: Wealth Investment SpecialistWe are seeking a driven and experienced wealth investment specialist with 2-4 years of experience in high net worth individual lead generation. The ideal candidate will have a strong ability to identify, connect with, and qualify HNI prospects.About the RoleThis role is focused on building a qualified pipeline of...

Job Title: Wealth Management ExpertAbout the RoleWe are seeking a highly skilled Wealth Management expert to lead the successful implementation of our Digital Wealth platform.Domain & Functional ExpertiseAct as the primary domain expert for wealth management, private banking, and digital advisory.Interpret and validate business requirements across...

Senior Manager/Chief Manager OpportunityWe are seeking a highly skilled Senior Manager/Chief Manager to join our team. This is an exciting opportunity for a seasoned professional to take on a leadership role in wealth management.Develop and implement strategies to grow client relationships and increase assets under management.Conduct regular portfolio...

Job Title: Senior Wealth Relationship ManagerKey Responsibilities:Meet High Net Worth and Priority Banking Targets.Achieve Individual Portfolio Business Growth Targets across Priority Banking (40%).Ensure targets given at absolute levels are met.Banking Targets - Individual (10%): Ensure banking targets are met with focus on defined income...

Global Wealth Management ProfessionalUnlock global investment opportunities with our platform, allowing retail investors to easily invest in mature markets.Our data-driven platform empowers you to make informed investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment...

Job Title: Senior Financial Planning ProfessionalWe are seeking an experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term...

We are seeking a dynamic and experienced Product Trainer to join our organization.The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for HNI and institutional clientele.Key Responsibilities:Product Training: Deliver in-depth training sessions on wealth...

Wealth Management Career Opportunities\As a seasoned Relationship Manager, you will be responsible for fostering and expanding client relationships to maximize Assets Under Management (AUM).\

Job TitleArchitect, Build and Scale Backend InfrastructureWe are seeking an experienced Senior Backend Developer to design, build, and scale the robust backend infrastructure that powers our wealth management platform.Key Responsibilities:Design and develop scalable backend services and mobile-optimized RESTful APIsBuild robust server-side architecture...

Our team is seeking a skilled Wealth Strategist to join our organization. In this role, you will work closely with clients to understand their financial goals and develop personalized strategies to achieve them.">Job Description:As a Wealth Strategist, you will be responsible for providing expert guidance on investment solutions, financial planning, and...