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

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...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to Friday RoleOverview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

Company DescriptionJM Financial is an integrated and diversified financial services group. The Group's primary businesses include investment banking, private equity funds, private wealth management, mortgage lending, asset reconstruction, and asset management. JM Financial specializes in providing tailored financial solutions to institutional, corporate,...

Job Description About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives highly personalized services with an expertise driven approach of an investment house with great stability and...

Company DescriptionNuvama Wealth Management is a leading independent wealth and asset management firm in India, catering to high-net-worth individuals (HNIs), ultra-HNIs, family offices, and institutional clients. It provides comprehensive wealth solutions, including investment advisory, portfolio management, alternative investments, and estate planning.Why...

Job Title : Private Banker/Senior Private Banker Location: Delhi NCR, Mumbai, or Bangalore Company : Global Private Clients division of a rapidly growing Indian financial firm About Us: Join one of India’s leading financial firms as we expand our Global Private Clients division. We are committed to providing exceptional service and personalized...

Company: SMC Private Wealth Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Company Overview: SMC Private Wealth specializes in wealth management for High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients, offering tailored financial solutions.Role Overview: As a Team Leader (playing caption...

Role & responsibilitiesTo acquire PCG (Private Client Group) / HNI (High Net-worth Individual) clients and facilitate a seamless transition to the dealing team.Minimum 4-5 years of experience in client-facing roles with a strong focus on HNI and Ultra HNI client acquisition.Exclude candidates from retail broking or branch banking rolesMust have stability...

We are seeking a dynamic and experienced individual to join our team as an AVP Wealth in Private Wealth Management. The ideal candidate will be responsible for acquiring and advising High Net Worth Individuals (HNIs), maintaining client relationships, generating Assets under Management (AUM), providing investment advice, and participating in business...

Leading Financial Company Hiring Private Banking Relationship Manager Good Stable candidates from Banks MNCs Broking Firms NBFC Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products – Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc....