167 Job openings found

Job Overview We are seeking a highly skilled Wealth Manager with experience in managing Ultra-HNI portfolios and exposure to handling ₹500 crore+ Assets Under Management (AUM). The role involves delivering bespoke investment strategies, maintaining strong client relationships, and ensuring long-term wealth creation for high-value clients. Key Responsibilities Manage and grow relationships with Ultra-HNI ...

Job Description for IDFC First Bank Job Title: Private Banker/Partner - First Private - Job Type: Full-Time Job Category: Retail Banking Department: Retail Banking > Wealth Management > Sales > Private Banking Group Location: Bangalore   IDFC FIRST Bank is seeking a highly motivated and experienced Private Banker/Partner to join our First Private team in the South ...

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 ...

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 ...

Job Title: Business Support Executive – Wealth ManagementJob Summary:We are looking for a proactive and organized Business Support Executive to support our WealthManagement team. The ideal candidate will have experience in coordinating with business partners andHNI clients, managing backend processes, and ensuring seamless communication across internal andexternal stakeholders. Key Responsibilities:• Act ...

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 ...

Financial To contribute to the achievement of the financial targets and business composition goals of the firm Identify and build high-quality client relationships within the target segment through networking measures and by cultivating existing relationships that yield meaningful referrals. Adopt efficient pricing and cost-control measures to ensure profitable client relationships. Undertake initiatives to drive ...