128 Job openings found

Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs ...

Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to the clients based on their needs ...

Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and organizational goals.   Desired Candidate Profile  Should have good knowledge of the Mutual ...

Department- Wealth ManagementPosition- Manager/Senior Manager5 Days work form office timings : 10AM-7:00 PM Required Experience- Not less than 4-5 years (Age 32-37 Years) Required Minimum Computer Skills -Microsoft Office applications (Word, Excel, Powerpoint, Outlook) Beneficial Computer Skills-MF Utility Software, Investwell Software or such other MF CRM Software and back office management software Primary Responsibilities Business Development and Relationship Management ...

Role/Job Title: Investment Portfolio Counsellor Department:  Wealth Management > Sales > Private Banking Group   Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic individual who ...

Client Acquisition & Business Development: Acquire new priority banking clients through referrals, networking, and market outreach. Identify and cultivate relationships with HNW and UHNW clients. Develop and execute strategies to achieve revenue and client acquisition targets. Conduct market research to identify business opportunities and stay updated on wealth management trends. Wealth Advisory & Relationship Management: Understand ...

1. Business Development & Revenue Growth: Develop and execute regional strategies to achieve AUM (Assets Under Management) and revenue targets. Identify high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients to expand the business. Ensure strong cross-selling of wealth products, including structured products, bonds, PMS, AIFs, mutual funds, and insurance. 2. Team Management & Leadership: Lead, mentor, and ...

We are having an opening for the position of VP/AVP Wealth Manager with one of our clients in the Financial Industry in  Mumbai (Bandra).   Key Responsibilities: Traveling and meeting the corporates, sourcing the mandates for PAN India, meeting the investors, and closing funds raising PAN India.  We need to raise funds from ultra-high-net-worth individuals and royal family ...

Job Title: Private Banker Department: Wealth Management / Retail Banking Location: [City, State] Reporting To: Regional Head – Private Banking / Wealth Management Job Purpose To manage high-net-worth (HNW) clients, provide tailored financial advice, and offer investment solutions aligned with their financial goals. The role involves building strong client relationships, driving portfolio ...

About the Role: We are seeking a highly networked and accomplished professional with deep experience in Wealth Management and HNI relationship management to lead our Luxury Real Estate Sales & Advisory vertical in Dubai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ...