Private Client Group,High Net-worth Individual- client acquisition

Opportunity OverviewCyanous Software offers a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships.Our Private Client Group specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals (UHNI).Role SummaryWe are seeking an...

Strategic Business Development ManagerWe are seeking a highly skilled and experienced Strategic Business Development Manager to drive our growth strategy forward. As a key member of our team, you will be responsible for acquiring, managing, and servicing high net worth individuals by offering a wide range of wealth management solutions.The ideal candidate...

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,...

The primary objective of a Client Acquisition Specialist is to establish and maintain strategic relationships with high net worth individuals, ensuring they receive tailored financial advice and execute it effectively.Key Responsibilities:Identify and acquire new high net worth relationshipsDevelop comprehensive financial strategies to meet client...

-Acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and ensure a smooth transition to the dealing team.-Actively managing the HNI desk, ensuring client satisfaction, retention, and growth of the HNI portfolio.

Job Title: High Net Worth Client ManagerAbout the Role:The ultimate face of our business, serving as the primary point of contact with affluent clients.This role requires a seasoned professional with prior experience in private banking or wealth management to acquire and manage high-net-worth relationships. Key responsibilities include:Designing and...

Company Overview:Join a leading financial services firm offering a dynamic platform for high-performing professionals focused on wealth creation and long-term client relationships. Our Private Client Group (PCG) specializes in providing personalized investment advisory and trading services to High Net Worth (HNI) and Ultra High Net Worth Individuals...

Are you a seasoned professional with expertise in wealth management looking for a new challenge? This opportunity is ideal for someone who wants to leverage their skills to drive business growth and provide exceptional client service.The RoleWe are seeking a Senior Wealth Manager to join our team. As a key member of our wealth management team, you will be...

Job RoleWe are seeking an experienced High Net Worth Client Relationship Manager to develop and expand existing relationships with high net worth customers for liabilities and commercial assets. This role requires a high level of customer service orientation, application of bank policy, and cross-selling of existing bank products to customers.The successful...

Senior Wealth Professional OpportunityWe are seeking a high-achieving Senior Wealth Manager to join our esteemed organization in Mumbai. As a seasoned professional with wealth products selling experience from banks, NBFCs, or other financial institutions, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships...