Wealth Management Executive

We are seeking a dynamic and charismatic Independent Wealth Management Executive to drive our wealth management business by acquiring new clients and fostering long-term relationships. Key Responsibilities: Identify and acquire new clients through prospecting, networking, and relationship-building. Conduct financial needs analysis and present tailored...

We are seeking a dynamic and results-driven Wealth Management Executive to drive our business by acquiring new clients and building long-term relationships. The ideal candidate will possess a strong personality, excellent communication skills, and a passion for sales. They will be responsible for identifying and acquiring new clients, conducting financial...

We are seeking a dynamic and charismatic Independent Wealth Management Executive to drive our wealth management business by acquiring new clients and fostering long-term relationships. This role is ideal for individuals with a passion for sales, strong negotiation skills, and a professional demeanor. The ideal candidate will possess a dynamic...

Job SummaryAs an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealthmanagement business by acquiring new clients and fostering long-term relationships.This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.They would possess strong...

We're seeking a Wealth Management Supervisor to lead a team of Independent Wealth Management Executives in achieving client acquisition targets and delivering exceptional client service.Key Responsibilities Include:Lead, coach, and mentor a team to achieve individual and collective goalsDevelop and implement effective client acquisition strategies in...

Job SummaryAs an Independent Wealth Management Executive, the ideal candidate will play a pivotal role in driving our wealthmanagement business by acquiring new clients and fostering long-term relationships.This role is ideal for individuals who possess a dynamic personality, strong communication skills, and a passion for sales.They would possess strong...

Lead a team of wealth management professionals to achieve client acquisition targets and maintain high standards of client service. The ideal candidate will have a strong background in wealth management, excellent leadership skills, and the ability to drive team success. They will foster a culture of excellence, ensuring the team meets and exceeds client...

Job SummaryAs a Wealth Management Supervisor, the ideal candidate will play a pivotal role in leading and guiding a team of Independent Wealth Management Executives.This position requires a mid-level professional with a strong background in wealth management, excellent leadership skills, and the ability to drive team success.The ideal candidate will foster a...

Job SummaryAs a Wealth Management Supervisor, the ideal candidate will play a pivotal role in leading and guiding a team of Independent Wealth Management Executives.This position requires a mid-level professional with a strong background in wealth management, excellent leadership skills, and the ability to drive team success.The ideal candidate will foster a...

Lead a team of wealth management professionals to drive business growth and meet financial objectives. Key responsibilities include: Developing and executing marketing strategies to expand sales channels and attract high-net-worth clients. Overseeing the training and operation of the wealth management team. Collaborating with the team to recommend suitable...

Job ResponsibilitiesBuild the wealth management team and develop team marketing strategies based on the company's stage-by-stage business objectives.Expand and maintain new sales channels.Attract and retain high-net-worth clients, recommend suitable investment products while helping the company meet its financial objectives.Oversee the training and...

Job SummaryThis role is primarily responsible for driving deposit mobilization for the Company, building and managingstrategic relationships for fixed deposit customers and serving as the single point of contact for new business as well existing portfolios.Job DescriptionSource appropriately priced and structured deposit liabilities for the company from...

Drive deposit mobilization, build strategic relationships, and serve as single point of contact for new and existing business portfolios. Key responsibilities include sourcing deposit liabilities, visiting prospects, marketing and selling deposit products, meeting targets, and proposing services. Requirements include a first degree in any discipline,...

Drive deposit mobilization and build strategic relationships for the company, serving as a single point of contact for new business and existing portfolios.Source appropriately priced and structured deposit liabilities from retail and institutional sources.Maintain relationships with prospects and generate liability.Market and sell company deposit...

Job SummaryThe Rosabon Sales Executive is required to collect and prepare all materials needed to process transactions loans and investments.He/ She will also responsible for reviewing loan applications evaluating the potential risks of granting loans to applicants.ResponsibilitiesEvaluate credit worthiness by processing loan applications and documentation...

REPORT TO Head, Business Development Executive.SUMMARY The ideal candidate will work with the Head of Business Development to grow and drive the wealth management business of the Company. Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.RESPONSIBILITIES Engage...

REPORT TO Head, Business Development Executive.SUMMARY The ideal candidate will work with the Head of Business Development to grow and drive the wealth management business of the Company. Candidate should possess experience in business development and relationship management skills targeting high net worth and institutional clients.RESPONSIBILITIES Engage...

Job DescriptionProvide banking solutions that meet the Executive Banking customer's needs in accordance with the business segment's value proposition. To Provide an efficient personal banking service and support to a portfolio of branch-based exclusive banking clients and High Net worth Individuals. Provide exclusive banking customers at the branch with...

Scope and ImpactThe candidate will be tasked with the responsibility of selling various loan products. He/ She will act as liaison betweencustomers and our financial institution and will help qualified applicants acquire loans in a timely manner.Job SummaryThe Rosabon Sales Executive is required to collect and prepare all materials needed to process...

Job DescriptionProvide banking solutions that meet the Executive Banking customer’s needs in accordance with the business segment’s value proposition. To Provide an efficient personal banking service and support to a portfolio of branch-based exclusive banking clients and High Net worth Individuals. Provide exclusive banking customers at the branch with...