Wealth Manager

Job OpportunityKey Responsibilities:Cultivate and maintain strong relationships with high-net-worth individuals to grasp their financial objectives and aspirations.Offer bespoke financial guidance and wealth management solutions tailored to clients' needs and risk tolerance.Regularly review and assess client portfolios, providing updates on performance to...

One of the Largest Capital Market Broker is hiring for Wealth Managers and Senior Wealth ManagersJob Location : KolkataJob Description :✓ To acquire Affluent & Super Affluent clients✓ To maintain client relationships and generate AUM (Mutual Funds, PMS, Structured Products) from preferred clients✓ To advise Affluent & Super Affluent clients on their...

Job Title: Wealth Management Domain ExpertWe are seeking a highly skilled Wealth Management domain expert to guide the successful implementation of our Digital Wealth platform. The ideal candidate will have deep knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and...

Role OverviewWe are seeking a seasoned professional to oversee a portfolio of high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent...

Wealth Management Professionals Wanted About the RoleWe are looking for experienced Wealth Management professionals to join our team. If you have a passion for building long-term client relationships and driving financial growth, we would love to hear from you.Key Responsibilities:Develop and deliver customized financial solutions aligned with clients...

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

We are seeking a highly motivated and entrepreneurial Wealth Manager – Client Acquisition to drive the expansion of our Retail and HNI client base. This role is primarily focused on acquiring new clients, identifying business opportunities, and promoting our suite of investment products and services. The ideal candidate will have a strong understanding of...

Key Role of a Senior Financial ConsultantThe objective of the senior financial consultant is to establish long-term relationships with affluent individuals by providing them exceptional wealth management services. Key responsibilities include building and maintaining client relationships, designing tailored investment solutions, and managing their overall...

Senior Wealth Management SpecialistWe are seeking a seasoned professional to join our team as a Senior Wealth Management Specialist.The ideal candidate will possess a deep understanding of family office requirements and debt product offerings, with 3-8 years of experience in wealth management.The following responsibilities include:Interacting with...

Roles & Responsibilities:Generating Leads and conversion of leads into business.Acquiring and managing HNI/SME, Affluent clients and individuals.Maintaining in depth knowledge of company products and services.Building and maintaining strong relationships with potential and existing clients.Meeting sales/revenue targets.Managing Client portfolios & understand...