5 Job openings found

Job Title: Relationship Manager - Private Wealth Management Job Overview: As a Relationship Manager in the Private Wealth Management industry, your primary responsibility is to cultivate and maintain strong relationships with high-net-worth clients. You will be tasked with understanding clients' financial goals, providing expert advice, and delivering customized wealth management solutions ...

Description:   Maintaining total sales at or above quota. Identifying new opportunities within the designated territory. Establishing appointments with senior level executives of these organizations. Staying current with industry news and issues to understand the potential impact to your current prospects for fine new opportunities. Coordinating and providing sales demonstrations. Following up to negotiate contract terms and ...

We are looking for individuals who are interested to make their careers in the Financial sector especially wealth management and stock markets. Someone with a passion for equities, analysis, research, and number crunching should be an ideal fit for the role. Please note : All our services are digitally delivered and this ...

Job Role and Responsibilities:   Seek and acquire new client relationships by understanding the customers financial needs(working capital) and provide suitable solutions in terms of providing bank/NBFCs products and services  Manage the client relationships by handling activities ranging from identifying clients financial needs, advising and structuring the deal Liaison between Bank and client so ...

The company is a Fintech Wealth Management company with strong in-house tech to manage customer portfolios, investing mechanics, reporting, compliance and more. As they scale, they're looking to add more people to their team and the frontend developer role is a crucial one. As they are a start-up, you will need to be ...