2 Opening(s)
3.0 Year(s) To 5.0 Year(s)
6.00 LPA TO 10.00 LPA
Job Description of Wealth Manager (Sr. Assistant Manager / Manager)Job Role:The Wealth Manager specializing in HNI Client Acquisition and Relationship Management is responsiblefor building and maintaining strong, long-term relationships with High Net Worth Individuals (HNIs). Therole includes acquiring new clients, managing their investment portfolios, providing high-quality customerservice, and achieving sales ...
1 Opening(s)
5.0 Year(s) To 10.0 Year(s)
10.00 LPA TO 25.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
5 Opening(s)
1.0 Year(s) To 5.0 Year(s)
10.00 LPA TO 15.00 LPA
Maintaining client relationships and generate AUM from preferred clients.
Advising HNI/Ultra HNI clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients
Track the HNI/Ultra HNI segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market ...
15 Opening(s)
3.0 Year(s) To 10.0 Year(s)
7.00 LPA TO 15.00 LPA
The PCG Advisor will manage HNI/Ultra-HNI clients and family offices by offering customized wealth management solutions, advisory, and broking services. This role involves end-to-end advisory, client acquisition, cross-selling, and dealing responsibilities, ensuring value addition to clients.
Execute trades on behalf of clients, ensuring adherence to regulatory guidelines and risk management policies.
Acquire ...
5 Opening(s)
5.0 Year(s) To 13.0 Year(s)
5.00 LPA TO 18.00 LPA
The Relationship Manager-Wealth is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) ...
- Wealth Management
- Hni Clients
- Affluent Banking
- Portfolio Management
- Aum Growth
- Financial Advisory
- Mutual Funds
- Pms
- Aif
- Structured Products
- Client Acquisition
- Client Retention
- Investment Planning
- Risk Profiling
- Cross Selling
- Private Banking
- Bfsi
- Hni Relationship Management
- Wealth Advisory Experience
- Minimum 6+ Years Experience
- Sales & Financial Planning
- Portfolio Handling
1 Opening(s)
3.0 Year(s) To 7.0 Year(s)
7.00 LPA TO 12.00 LPA
We are having an urgent opening for the position of Client Success Manager for a reputed company in the Luxury Interior Design Industry at Mumbai (Marine Drive) Location.
Key Responsibilites:
Ultra-luxury sales opportunity to source and serve HNI and ultra-HNI clients with luxury marketing initiatives and acquaint them with the global standards of design that DQ has to ...
1 Opening(s)
10.0 Year(s) To 25.0 Year(s)
Not Disclosed by Recruiter
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 Mumbai. The ideal candidate will leverage strong HNI and UHNI connections to promote and close premium real estate ...
1 Opening(s)
15.0 Year(s) To 25.0 Year(s)
90.00 LPA TO 100.00 LPA
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 ...