Senior Financial Relationship Advisor

We are a leading managerial consulting firm delivering strategic financial solutions to businesses across various sectors. Our team of experienced professionals provides insightful advice fostering innovation and helping clients navigate complex financial landscapes.Our organization is seeking an accomplished Chartered Accountant with experience in financial...

Job Role OverviewWe seek a detail-oriented Associate to assist with financial planning and advisory services, manage client relationships, conduct market research, prepare financial reports, and support senior financial advisors.Key Responsibilities:Provide assistance in financial planning and advisory servicesManage client relationships by building strong...

Job Title: Agency ManagerWe are seeking an experienced professional to lead a team of Financial Advisors. The successful candidate will be responsible for recruitment and development, training, motivating and guiding them to sell products on time.Main Responsibilities:Recruitment and development of a team of Financial Advisors.To train, motivate and guide...

Job DescriptionWe are seeking a Senior Financial Strategy Advisor to join our team. The ideal candidate will have a minimum of 4+ years of experience in the financial advice industry, with a strong understanding of Australian financial advice regulations, compliance, and client strategy.Key Responsibilities:Financial Planning & Advice SupportPrepare...

Job Opportunity: Business AssociateAbout the RoleThe successful candidate will be responsible for assisting with financial planning and advisory services, managing client relationships, conducting market research, preparing financial reports, and supporting senior financial advisors.This is a dynamic position that requires a highly skilled and motivated...

Key Job ResponsibilitiesLeverage bank channels to generate leads.Cross-sell financial products to bank customers.Develop customer relationships.Manage relationships with customers.Ensure timely issue of policy documents.The role also involves:Making appointments and exploring customers' financial needs in life-related investment and insurance areas.Selecting...

We are seeking an exceptional professional to join our team as a senior client relationship manager.">Primary responsibilities include acquiring and managing high net worth individuals with significant investment portfolios, focusing on delivering tailored financial solutions and exceeding revenue targets.The ideal candidate will possess strong analytical...

High Net Worth Client AdvisorSeek a seasoned professional to advise ultra high net worth individuals on complex financial products and foster strong relationships with business partners.Key Responsibilities:Advise clients on diverse range of investment products, including equity, futures and options, managing large customer portfolios with a book size of...

Job Summary:Senior Legal AdvisorWe are seeking a seasoned Senior Legal Advisor to provide comprehensive legal support across our diverse business operations.The ideal candidate will have extensive experience in corporate law, litigation, land laws, and compliance, with a strong ability to manage multiple stakeholders and cross-functional coordination.Main...

Job Description:Position - Senior Business AdvisorAdvising high net worth clients on equity and financial products, managing large customers with a book size of 25 lacs and above.Building strong relationships with business associates to bring in business scalability and quality servicing.Helping business associates to scale existing base and revenue through...