High Net Worth Private Banker

Senior Relationship Manager (HNI Clients)Cater to the investment needs of high net worth individuals by recommending a range of products including mutual funds, portfolio management services, alternative investment funds, private equity, stock market investments, and bonds. Meet stringent performance targets for asset under management, investor acquisition,...

Wealth ManagerThe Wealth Manager is a vital component in the acquisition of high net worth clients, building robust relationships with financial institutions. The primary responsibility lies in selling investment and insurance products to high-net-worth individuals, generating fee-based income.Key Responsibilities:Nurture and manage customer relationships...

Seeking a seasoned wealth management expert to drive success in this high-profile role. Key responsibilities include managing high net worth individuals and corporate clients with expertise, delivering exceptional service levels, and growing client relationships.Key Responsibilities:Upsell company's mutual fund products to retail/HNI clients based on...

Acquiring and Trading SpecialistWe are seeking experienced professionals who can leverage their knowledge of derivatives trading to acquire big-ticket margins for high net worth individuals (HNIs) and ultra-high net worth individuals (UHNI's).Key Responsibilities:Acquire big-ticket margin (min. 1 lac margin) through in-depth knowledge of trading in...

Job DescriptionWe are seeking an experienced professional to fill the role of High Net Worth Individual Manager.

Join a dynamic team as a seasoned Acquirer and Trader. We are seeking an experienced professional to drive business growth by leveraging their expertise in acquiring and trading for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNI's).The ideal candidate will possess a strong track record of acquiring Big Ticket margins, with a...

**Job Description** The primary responsibility of this role is to cater to the complex financial and banking needs of high net worth individuals (HNI). It involves establishing a strong relationship with these clients, providing them with comprehensive solutions for their personal and business banking requirements. The incumbent will be responsible for...

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, inclusive culture and talent experience and our ability to be compelling to our clients. You’ll...

Private Client Taxation PositionWe are seeking a skilled tax professional to join our team in providing high-quality services to high-net-worth families, closely held businesses, estates, trusts, and private foundations.The ideal candidate will have experience in business taxation, with a focus on U.S. tax returns and workpapers.Possess strong analytical and...

High Net Worth Clients: HNI/UHNI Portfolio Management (acquiring, enhancing, deepening, and retention) is a critical aspect of our services.We generate revenue by promoting mutual funds (MF), portfolio management services (PMS), alternative investment funds (AIF), and equity-based products.Nurturing relationships with clients through effective networking and...