High Net Worth Portfolio Advisor

Relationship Manager - High Net Worth">We are seeking an experienced Relationship Manager to join our team. The successful candidate will be responsible for acquiring and managing high net worth relationships, generating revenue through equity broking, mutual funds, portfolio management services, and alternative investment funds.Responsible for establishing...

Business Development Professional - High Net Worth ClientsRole OverviewWe are seeking a seasoned business development professional to acquire and manage high net worth individual (HNI) and ultra HNI clients across various market segments.Key Responsibilities:Acquire new HNI and ultra HNI clients through strategic relationships and revenue generation...

Senior Wealth Manager RoleA highly skilled and accomplished wealth management professional is required to deliver comprehensive wealth solutions to high-net-worth individuals.Key Responsibilities:Prospect, acquire and retain high-value clientele through strategic engagement and relationship building.Design and recommend bespoke financial strategies aligned...

We are seeking an experienced Senior Wealth Relationship Manager to fill a high-profile position within our organization.Job Summary:This role requires a strong understanding of wealth management principles and excellent communication skills, with the ability to develop and maintain relationships with high net worth individuals and families.Key...

Lead Sales Professional - HNI Equity BrokerWe are looking for an accomplished leader to spearhead our high-net-worth sales team in equity broking.In this key leadership role, you will be responsible for acquiring relationships with high-net-worth individuals, managing a dynamic team of sales professionals, and driving significant growth by delivering expert...

Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...

Key Responsibilities of Relationship Manager Include:Providing financial solutions to customers while maintaining high service standardsMaintaining complete customer profiles, including risk assessment and demographic dataEnhancing customer relationships through engagement activitiesCross-selling bank products and services to deepen existing...

Job Title: Senior High Net Worth Relationship Manager">Job DescriptionWe are seeking an experienced and skilled relationship manager to develop and expand existing high net worth customer relationships.The successful candidate will be responsible for:Developing new and expanding existing high net worth customer relationships for liabilities and commercial...

Key Responsibilities :As Relationship Banking Head, you will be responsible for leading a team of Relationship Managers in the High Net Worth (HNW) channel.The primary goal is to drive business growth through acquisition and retention of high-value customers while ensuring the team meets their sales targets. Key Areas of Responsibility :Strategic Planning :...

Ultra High Net Worth Individuals ManagerThis position offers an exciting opportunity to manage and grow relationships with high net worth individuals, providing personalized wealth management solutions.Key Responsibilities:Develop and execute a comprehensive sales strategy to expand business with ultra-high net worth clients.Build strong relationships with...