Private Wealth Manager@ UPTO 50 LPA For leading private wealth company

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized inancial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionPrivate Wealth Manager / WM / RMExperience - 2 yrs to 10+ yrsLocations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , HyderabadRequirement -The responsibilities of the role are as follows:Meeting with clients in person to discuss...

Company DescriptionOur client is one of the leading NBFC.Cluster Head / Regional Head - Private WealthExperience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation - Bhubaneswar ,Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad,Education - UG / PGRole DescriptionThis is a...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionPosition - Wealth - Manager /Sr Manager / AVPExperience - 2 to 20 yrsLocation - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , RaipurThe responsibilities of the role are as follows:Meeting with clients in...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...

Job Description - Senior Wealth Specialist Position: Senior Wealth SpecialistDepartment: New Business Development (NBD)Level: 21Location: Raipur (Client First Asia HQ)About Client First Asia:Client First Asia is a boutique wealth management company serving HNI, UHNI, and NRI families across India and UAE. With 11+ years of legacy, our mission is to create...

JD below for the Private Banker role Position: - Private Banker BU: Wealth Management Education: Full-Time Graduate/Master’s Degree CTC - Negotiable based on current salary and experience Role & Responsibilities - Offer Private Banking/ Wealth Management Services - Acquiring and Managing relationships of HNI and Super HNI clients, retaining &...

Job Title: Wealth Relationship Manager Location: (City, State/Country) Job Type: Full-time ⸻ About the Role We are seeking an experienced and client-focused Wealth Relationship Manager to join our team. In this role, you will be responsible for building, maintaining, and deepening relationships with high-net-worth clients, understanding their financial...