High Net Worth Client Relationship Manager

As a key member of the DBS Consumer Banking Group, you will play a pivotal role in driving exceptional volume and revenue growth by acquiring and engaging with high net worth DBS Treasures clients. With a focus on delivering exceptional customer experiences and building strong relationships, you will be responsible for acquiring and upgrading quality...

Job OverviewVimerse Infotech Inc is seeking a seasoned financial professional to join our team as a High Net Worth Financial Advisor. This role will focus on acquiring and managing high net worth individual clients, providing them with expert advice on their investments and overall financial portfolio.About the Role:This position involves building...

Key Responsibilities:Advising Ultra High Net Worth (HNI) clients on equity, derivatives, currency, and commodity markets.Building strong relationships with Business Associates to scale business and provide quality services.Focusing on customer and associate longevity by providing research-based advice.Helping Business Associates scale existing bases and...

Job Summary:The Axis Bank is seeking an experienced Relationship Manager to lead client acquisitions and develop strong relationships with high net worth clients. The ideal candidate will have a proven track record of managing complex client situations and providing tailored financial solutions.Key Responsibilities:Identify and acquire new high net worth...

Role OverviewWe are seeking a highly skilled Sales Executive to join our team at Sm Nida Manpower Solution. As a Sales Executive - High Net Worth Individuals, you will be responsible for meeting with high-value clients, including doctors, celebrities, and influential individuals, to explain our organization's mission and objectives and raise funds on their...

Job Title: Relationship Manager - Mutual FundsAs a Relationship Manager - Mutual Funds, you will be responsible for building and maintaining relationships with high net worth individuals (HNIs) and ultra-high net worth individuals (UHNIs) to provide them with investment advice and portfolio management services.Key Responsibilities:Understand the markets and...

Role/Job Title: Senior Relationship Manager Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquiring high net worth individuals and ultra high net worth individuals and building relationships with the bank. They must sell investment and insurance products, as well as other bank products, to...

About the RoleWe are seeking an experienced professional to join our Wealth and Personal Banking team as a Senior Relationship Manager. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and advice to meet their needs.Key ResponsibilitiesMaximize...

Role/Job Title: Senior Private Banking Relationship Manager Function/Department: Wealth Solutions Job Purpose: This role is instrumental in acquiring high net worth individuals and ultra-high net worth clients, and building lasting relationships with the bank. They must sell investment, insurance, and other bank products to private banking clients to...

Job Title: Financial Relationship ManagerJob Description:We are seeking a skilled Financial Relationship Manager to join our team. As a Financial Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, generating brokerage revenue, and driving sales growth.Key Responsibilities:Develop and maintain a...

Job Title: High Value Fundraising ExecutiveJob Summary:We are seeking a highly skilled and experienced High Value Fundraising Executive to join our team at Sm Nida Manpower Solution. The successful candidate will be responsible for meeting with high net worth individuals, including doctors, celebrities, and influential people, to discuss our organization's...

About the RoleThe AVP Premier Relationship Manager will be responsible for growing and nurturing HSBC Premier relationships with high net worth individuals, achieving business targets, and providing high-quality customer service.Key ResponsibilitiesMaximize profit and achievement of the growth of Premier clients portfolioAchieve agreed financial targets by...

As a Strategic Portfolio Manager at Alankit Group, you will be responsible for ensuring the profitability of the portfolio by generating high income per customer. Your role will involve enhancing customer profitability by capturing a larger share of the wallet and acquiring and handling a group of high net worth exclusive clients.Key...

Job Title: Relationship Manager mutual fundsPMSJob OverviewWe are seeking an experienced Relationship Manager to join our team at GFL Recruitment Private Limited. As a Relationship Manager, you will be responsible for advising high-net-worth individuals on investment opportunities in mutual funds and other financial products.Key ResponsibilitiesMarket...

Job Title: Senior Wealth ManagerJob Description:Our team at Alankit Group is seeking a skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for ensuring the profitability of our high net worth clients portfolio by generating high income per customer.You will also be responsible for enhancing customer...

Key ResponsibilitiesAs a trusted financial consultant, you will serve high net worth individuals, family offices, and corporates, acquiring new client relationships and building personal assets under administration (AUA) to achieve targets.Client-Centric ApproachDevelop a comprehensive strategy that considers all aspects of the client's finances and...

Job Title: Customer Relationship ManagerA key role in Tata AIA Life Insurance, the Customer Relationship Manager is responsible for driving renewal collections through effective engagement with customers, partners, and internal stakeholders.Key Responsibilities:Drive renewal collections with channel and partnersAnalyze portfolio and drive collection on a...

Key ResponsibilitiesDrive business growth through effective retail and institutional sales strategies.Key Performance IndicatorsDevelop and execute sales plans to meet business objectives.Team LeadershipLead a team of experienced wealth managers and relationship managers.Client AdvisoryProvide expert advice to high net worth individuals and ultra high net...

Role OverviewWe are seeking a skilled Portfolio Management Specialist to join our team at Alankit Group. The successful candidate will be responsible for managing high net worth client relationships and developing strategies to enhance portfolio profitability.Key ResponsibilitiesDevelop and implement tailored investment plans to meet the financial goals of...

About the RoleAs a key member of the EaseMyTrip team, you will be responsible for crafting bespoke travel experiences for high net worth individuals. This role demands a deep understanding of luxury travel destinations and a keen ability to tailor travel solutions to meet the unique needs of affluent travelers.Key ResponsibilitiesDesign customized travel...