We are looking for to hire an equity specialist for our Product Intelligence Unit (PIU). Key Responsibilities 1. Analysis key local/global market trends to formulate and communicate firm's investment strategy. 2. Due Diligence on equity fund managers across PMS/AIFs/MFs 4. Shortlisting equity fund managers across PMS/AIF/MFs using our manager selection framework. 3. Review existing recommended equity-oriented product using our fund appraisal framework. Ideal candidate should be passionate about equity investing , comfortable with quantitative analysis and with a zeal to learn. Good excel and programming skills will be an added advantage. MBA/CA/CFA with 2 to 6 years' experience in wealth/asset management or equity research.
Company Description At 360 ONE Wealth, we understand the path to creating lasting legacies requires expertise, trust, and commitment. We specialize in preserving, managing, and growing wealth through nuanced solutions and comprehensive offerings such as Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. Our deep research capabilities and world-class teams place you at the center of everything we do. Understanding the diverse needs of different families is what sets us apart. Role Description This is a full-time on-site role located in Mumbai for a VP – Proposition and Strategy. The VP will be responsible for developing and implementing strategic plans, conducting market and financial analysis, consulting with stakeholders, and driving digital strategy initiatives. The role involves collaboration with various teams to ensure the successful execution of wealth management strategies. Qualifications Strong Analytical Skills and capacity for Strategic Planning Experience in Consulting and Finance Competence in Digital Strategy Exceptional leadership and communication skills Proven ability to work collaboratively in a team environment Advanced degree in Business, Finance, or a related field is preferred Experience in wealth management or financial services is advantageous
As a Debt Dealer within the Wealth Management division, you will be tasked with executing and managing client-focused fixed-income strategies involving a diverse range of debt instruments. Your role will involve collaborating closely with relationship managers, portfolio managers, and credit analysts to create customized solutions that meet the risk-return objectives of clients. Your responsibilities will include trade execution and market making, providing client advisory and relationship support, assisting in portfolio management, staying informed on market intelligence and strategy, as well as fulfilling operational and compliance duties. To excel in this role, you should possess 2-5 years of relevant experience and have a strong network with WDM brokers, NCD/CP issuers, mutual funds, primary dealers, and insurance companies. If you are looking to leverage your expertise in debt instruments and client-centric strategies in a dynamic wealth management environment, this position offers an exciting opportunity to contribute to the success of our clients and firm.,
Presenting our product proposition ranging across asset classes to UHNWI and Family offices. Accompanying RMs on client meeting to provide a deep understanding on various investment products. Working closely with the Region head to drive sales across a range of carefully curated investment products. Developing a strong feedback mechanism between the branch's sales team and central product team to further enhance our product proposition. Actively addressing queries regarding new/existing from RMs/Clients. Driving product road shows at the branch level.
As a part of our team, you will be responsible for presenting our diverse product offering to Ultra High Net Worth Individuals (UHNWI) and Family offices. This will involve showcasing a wide range of investment products and accompanying Relationship Managers (RMs) during client meetings to ensure a comprehensive understanding of the available options. You will collaborate closely with the Region head to boost sales performance across a meticulously curated selection of investment products. Your role will also entail establishing an efficient feedback loop between the branch's sales team and the central product team to continuously refine and improve our product lineup. In addition, you will be actively engaging with RMs and clients to address any queries related to both new and existing products, ensuring a high level of customer satisfaction and clarity. Furthermore, you will be responsible for organizing and leading product road shows at the branch level, aiming to effectively communicate the value and features of our offerings to potential clients.,
Company Description At 360 ONE Wealth, we understand that creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put you at the center of everything we do. Understanding the unique needs of different families is what sets us apart. Role Description This is a full-time, on-site role for an Area Head located in New Delhi. (Playing Captain) The Area Head will be responsible for overseeing the wealth management operations and ensuring the team's adherence to company standards. Tasks will include managing client relationships, developing strategic plans, conducting market research, and leading the team to achieve set targets. Additionally, the Area Head will collaborate with other departments to optimize service delivery and enhance client satisfaction. Qualifications Experience in Wealth Management, Estate Planning, and Lending Solutions Ability to develop and implement strategic plans Strong client relationship management skills Proficiency in conducting market research and analysis Leadership and team management skills Excellent communication and interpersonal skills Deep understanding of family office solutions Bachelor's degree in Finance, Business Administration, or related field; Master's degree preferred Experience of over 12 years plus in the financial services industry is a
Company Description At 360 ONE Wealth, we understand that creating lasting legacies requires expertise, trust, and commitment. We focus on helping you preserve, manage, and grow your wealth with nuanced solutions that see consistent success. Our comprehensive offerings span Wealth Management, Family Office Solutions, Estate Planning, and Lending Solutions. With deep research capabilities and world-class teams, we put you at the center of everything we do. Understanding the unique needs of different families is what sets us apart. Role Description This is a full-time, on-site role for an Area Head located in New Delhi. (Playing Captain) The Area Head will be responsible for overseeing the wealth management operations and ensuring the team&aposs adherence to company standards. Tasks will include managing client relationships, developing strategic plans, conducting market research, and leading the team to achieve set targets. Additionally, the Area Head will collaborate with other departments to optimize service delivery and enhance client satisfaction. Qualifications Experience in Wealth Management, Estate Planning, and Lending Solutions Ability to develop and implement strategic plans Strong client relationship management skills Proficiency in conducting market research and analysis Leadership and team management skills Excellent communication and interpersonal skills Deep understanding of family office solutions Bachelor&aposs degree in Finance, Business Administration, or related field; Master&aposs degree preferred Experience of over 12 years plus in the financial services industry is a Show more Show less
As a Treasury Service Relationship Manager at the AVP/VP level, your role will involve managing and growing relationships with corporate clients, delivering tailored treasury solutions, and driving business growth. The ideal candidate will combine strong technical expertise, deep market intelligence, and superior relationship management skills. Key Responsibilities: - Develop and manage relationships with corporate clients to understand their treasury needs and provide customized solutions. - Drive sales of treasury and risk management products including liquidity, cash management, and investments. - Partner with internal teams (risk, compliance, operations, product) to deliver seamless client experience. - Stay updated on market developments, regulatory changes, and competitive landscape to provide insights and advice to clients. - Acquire new corporate clients and expand wallet share from existing ones by identifying their needs and selling treasury products. - Leverage technology and digital platforms to enhance client servicing and efficiency. - Maintain a disciplined approach to pipeline management, client coverage, and revenue growth. Skills & Attributes: - Strong technology orientation and ability to adopt digital platforms for client engagement. - Prioritizing a service mindset is essential for supporting clients. - Sharp intelligence and market acumen to interpret economic, regulatory, and industry trends. - Exceptional relationship management skills with the ability to engage CXO-level stakeholders. - Excellent communication, presentation, and negotiation skills. - Results-driven, entrepreneurial mindset with the ability to thrive in a fast-paced environment. Qualification & Experience: - MBA / Graduate. - 8-12 years in Treasury Sales / Corporate Treasury Relationship Management, preferably with Banks, NBFCs, AMCs, or financial institutions.,
As a part of the team, your role will involve presenting a diverse product offering to Ultra High Net Worth Individuals (UHNWI) and Family offices. This will include showcasing a wide range of investment products and accompanying Relationship Managers (RMs) during client meetings to ensure a comprehensive understanding of the available options. Your key responsibilities will include: - Collaborating closely with the Region head to boost sales performance across a meticulously curated selection of investment products. - Establishing an efficient feedback loop between the branch's sales team and the central product team to continuously refine and improve the product lineup. - Actively engaging with RMs and clients to address queries related to both new and existing products, ensuring high customer satisfaction and clarity. - Organizing and leading product road shows at the branch level to effectively communicate the value and features of offerings to potential clients. There are no additional details of the company mentioned in the job description.,
Job Description: As a Debt Dealer within the Wealth Management division, you will be responsible for executing and managing client-focused fixed-income strategies involving a diverse range of debt instruments. You will collaborate closely with relationship managers, portfolio managers, and credit analysts to create customized solutions that meet the risk-return objectives of clients. Key Responsibilities: - Execute trade and market making activities - Provide client advisory and relationship support - Assist in portfolio management - Stay informed on market intelligence and strategy - Fulfill operational and compliance duties Qualifications Required: - Possess 2-5 years of relevant experience - Strong network with WDM brokers, NCD/CP issuers, mutual funds, primary dealers, and insurance companies If you are seeking to leverage your expertise in debt instruments and client-centric strategies within a dynamic wealth management environment, this position presents an exciting opportunity to contribute to the success of our clients and firm.,
Job Title: Alternative Investments Product Strategist - Real Assets Level: Analyst / Associate Location: Mumbai Key Responsibilities: Evaluating various Real Asset product offerings - from residential, commercial to infra funds and standalone assets + REITs/InvITs. Fund raise: Working closely with sales team to equip them with the right data to help support the fund raise. Stakeholder management: Cross functional collaboration with the product manufacturers, finance, marketing, operations, compliance, service teams; all stakeholders that are associated through the lifecycle of a product. Reviews: Timely and regular reviews of products, creating summary notes to be shared with sales relationship managers and clients. Skills & Attributes: Strong fundamental understanding of the real estate sector with past experience in wealth or AMC roles would be preferred. Strong communication skills - ability to pitch products to sales and clients. Proficiency in understanding the intricacies of financial models to draft sharp and crisp marketing collaterals. Education & Experience: CA/MBA/CFA 3-5 years’ experience
Role Overview: As a Lead Application Manager, you will serve as the key owner and SME for a suite of core financial applications, ensuring seamless functionality, stability, and enhancement across all platforms. You’ll work closely with business stakeholders, technology teams, and vendors to ensure systems are aligned with organizational objectives and industry regulations. Roles and Responsibilities: Serve as the primary point of contact for all application-related issues, enhancements, and troubleshooting for PMS, AIF, Wealth Management, and Mutual Fund platforms. Lead end-to-end system implementation projects, including gathering requirements, coordinating with vendors and internal IT teams, managing UAT, and ensuring seamless integration into the existing infrastructure. Provide day-to-day support for critical applications such as Wealth Spectrum, MFund applications, and custom-built in-house systems, ensuring minimal disruption to business operations across PMS, AIF, Wealth, and Mutual Funds. Build and automate customized reports using VBA, Excel Macros, and SQL to support business users and stakeholders. Manage incident resolution by identifying and addressing root causes, implementing preventative measures, and ensuring timely communication with affected teams. Collaborate with cross-functional teams, including Operations, Risk, Compliance, and Fund Management, to ensure applications align with business objectives and regulatory requirements across PMS, AIF, Wealth, and Mutual Funds. Conduct system upgrades, version control, and ensure regular patches and maintenance for all relevant applications. Develop and maintain user manuals, documentation, and provide training for end-users to ensure effective utilization of systems. Manage Change Requests (CR) by tracking timelines, ensuring proper documentation, and liaising with stakeholders using tools like Jira and Project Insight. Support the integration of Data Warehousing and Master Data Management systems to enhance reporting and data consistency across teams. Coordination with respective team and ensuring BCP and DR setup for respective applications are up and running. Ensuring drills are conducted as per defined schedules. Ensuring VAPT observations across applications are closed on timely basis. Supporting various Audits throughout the Financial year and providing evidence as required by auditors. Also, Closing all the audit observation on timely basis. Requirements: 10+ years of experience in application support, systems integration, and IT project management , preferably in BFSI/wealth management domains. Strong hands-on experience with financial platforms such as Wealth Spectrum, MFund, or similar applications. Proficiency in VBA, Excel Macros, and SQL for reporting and automation. Experience working with incident management systems and change management tools like Jira, Project Insight. Solid understanding of fund structures (PMS, AIF, MF) , industry workflows, and regulatory compliance in financial services. Demonstrated ability to lead cross-functional projects and collaborate effectively with internal stakeholders and external vendors. Excellent problem-solving, communication, and documentation skills.
Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience. Key Responsibilities; Client Service & Transaction Support Execute error-free transactions as per client consent, including Mutual Funds, Equity Trades, Structured Products, Bonds, Alternative Investment Funds (AIFs), and other wealth management products. Collaborate closely with documentation teams, clients, and Relationship Managers to facilitate smooth and timely transaction processing. Ensure prompt and complete resolution of client queries, coordinating through to account openings and onboarding. Manage query resolution within defined turnaround times (TAT). Liaise with Operations, Product teams, external service providers, and dealers for accurate product and process classification. Coordinate personalized client engagements such as birthday gifts, special occasion gifting, and client event planning. Deliver client reports and portfolio statements as requested. Support banking-related client servicing needs including cheque referrals, statement requests, Re-KYC updates, and risk profiling. Maintain strict adherence to compliance, regulatory requirements, and internal process guidelines in all communications. Relationship & Portfolio Support Maintain and deepen existing client relationships by providing excellent service and managing comprehensive client documentation. Proactively engage clients via phone or meetings to support Relationship Managers and enhance client satisfaction. Collaborate with RMs to review client portfolios and identify opportunities for improved service delivery and wealth solutions. Implement control mechanisms for managing deferrals, exceptions, and risk mitigation. Drive continuous improvement in processes and client servicing controls. Ensure compliance with internal audit protocols and control requirements. Qualifications & Skills Proven experience in Wealth Management or Financial Services. Strong knowledge of investment products, portfolio management, and financial systems. Excellent proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). Strong communication, interpersonal, and client relationship management skills. Ability to work collaboratively with multiple teams and deliver under tight timelines.
We are seeking a highly skilled and proactive Server Management Lead to oversee end-to-end operations of data center infrastructure. This role involves ensuring high availability, optimal performance, cost efficiency, and adherence to security standards across our server ecosystem. The candidate will also lead a team of six Level 1 and Level 2 engineers to achieve near-zero downtime while maintaining industry-leading operational excellence. Key Responsibilities Infrastructure Management Design, deploy, and maintain golden images for consistent and secure server provisioning. Ensure standardized builds and configurations across all environments. Oversee hardware and OS lifecycle management, including patching and upgrades. Security & Compliance Conduct regular Vulnerability Assessment and Penetration Testing (VAPT). Remediate identified risks in line with security best practices and compliance requirements. Enforce access control, audit readiness, and adherence to organizational security policies. Performance & Capacity Planning Develop and maintain a capacity planning framework to anticipate and scale resources proactively. Monitor system performance, troubleshoot bottlenecks, and optimize resource allocation. Partner with architecture teams to align capacity with business growth. Monitoring & Uptime Implement and fine-tune end-to-end monitoring tools (infrastructure, application, and network layers). Establish escalation procedures and SLAs to maintain 99.99% uptime. Lead root cause analysis (RCA) for incidents and drive permanent corrective actions. Cost Optimization Analyze server utilization trends to identify cost-saving opportunities (rightsizing, consolidation, cloud/hybrid strategies). Implement automation for provisioning, scaling, and decommissioning resources to reduce waste. Provide periodic reporting to leadership on cost-performance balance. Leadership & Team Management Manage and mentor a team of 6 Level 1 & Level 2 engineers, fostering technical growth and operational discipline. Define KPIs for performance, ticket resolution, and uptime accountability. Promote a culture of continuous improvement, automation, and service excellence. ________________________________________ Qualifications Bachelor's degree in Computer Science, Information Technology, or related field. 812 years of experience in server management/data center operations, including at least 3 years in a leadership role. Strong expertise in virtualization, server operating systems (Linux/Windows), storage, and networking fundamentals. Hands-on experience with monitoring platforms (Site 24 * 7, Patch Manager etc.) and automation tools (Ansible, Puppet, or similar) is added advantage Proven track record of driving zero-downtime initiatives and cost optimization in enterprise environments. ________________________________________ Key Competencies Technical Excellence deep understanding of server operations and best practices. Leadership ability to lead and inspire a team, with strong decision-making skills. Analytical Thinking capacity planning, problem-solving, and cost analysis. Resilience & Accountability ensuring uptime and compliance under pressure. Communication ability to work cross-functionally and present technical insights to leadership. ________________________________________ Success Metrics Consistent achievement of 99.99% uptime across server infrastructure. Successful closure of all VAPT findings within SLA. Demonstrated cost reduction in server operations through optimization initiatives. Improved incident resolution times and reduced recurring issues. High team engagement and skill growth within the engineering group.
Roles & Responsibilities: Provide technical support for broking mobile and web trading apps (e.g., equity, derivatives, mutual funds, Currency, commodity etc). Demonstrate application features and functionalities to clients and internal team. Monitor app performance, handle incident tickets, and troubleshoot real-time issues. Coordinate with development, QA, infrastructure, and business teams for timely issue resolution. Act as a liaison between front-office teams and IT for bug reporting and feature feedback. Manage log analysis, app monitoring tools (e.g., Firebase), and user session tracing. Test production fixes and new releases in coordination with QA and DevOps teams. Assist in version rollout management on Android/iOS stores and coordinate client communications. Analyze user issues related to login, order placement, portfolio tracking, etc., and ensure quick turnaround. Create and maintain documentation for known issues, FAQs, and support SOPs. Provide data and inputs for regulatory or audit-related queries when needed. Required Skills & Experience: Bachelor's degree in Computer Science, IT, or a related field. 2 to 4 years of Experience with broking or trading applications (mobile/web) is highly preferred. Strong understanding of HTTP/S, APIs, JSON, REST, and app environments. Familiarity with mobile and web ecosystems (Android/iOS) including troubleshoot of production issues. Hands-on experience with ticketing systems (e.g., Jira, ServiceNow) and monitoring tools. Excellent problem-solving and communication skills; ability to work in high-pressure environments. Basic knowledge of capital markets, order types, and trade workflows. NISM Series Certifications (Equity, Derivatives, etc.) are preferred.
As a Service Relationship Manager in Wealth Management, you will act as a key client service liaison to ensure seamless transaction processing, effective query resolution, and superior client engagement. Your role will involve collaborating with documentation teams, clients, and Relationship Managers to facilitate smooth transaction processing and resolution of client queries within defined turnaround times. You will also coordinate personalized client engagements and deliver client reports and portfolio statements as requested. Your key responsibilities will include: - Executing error-free transactions including Mutual Funds, Equity Trades, Bonds, and other wealth management products. - Coordinating with various teams for accurate product and process classification. - Managing banking-related client servicing needs such as cheque referrals, statement requests, and risk profiling. - Maintaining and deepening client relationships by providing excellent service and managing comprehensive client documentation. - Reviewing client portfolios and identifying opportunities for improved service delivery and wealth solutions. - Implementing control mechanisms for managing deferrals, exceptions, and risk mitigation. - Driving continuous improvement in processes and client servicing controls. For this role, you should have: - Proven experience in Wealth Management or Financial Services. - Strong knowledge of investment products, portfolio management, and financial systems. - Excellent proficiency in Microsoft Office Suite (Excel, Word, PowerPoint). - Strong communication, interpersonal, and client relationship management skills. - Ability to work collaboratively with multiple teams and deliver under tight timelines.,
As an RPA Developer, you will be responsible for designing, developing, and deploying scalable RPA solutions using Automation Anywhere (AA360). Your key responsibilities include: - Identifying automation opportunities through process analysis and stakeholder collaboration. - Integrating AI components (e.g., OCR, ML, NLP) to enhance automation capabilities. - Developing, testing, and maintaining automation workflows, bots, and reusable components. - Creating and maintaining detailed RPA documentation including design documents, test cases, and user guides. - Collaborating closely with business analysts, SMEs, and cross-functional teams to gather and analyze requirements. - Ensuring best practices, governance, and compliance in RPA solution development. - Troubleshooting and resolving technical issues in a timely manner. - Providing post-deployment support, maintenance, and optimization of automation solutions. Your required skills and areas of expertise include: - **RPA Tools:** - Advanced Certification in Automation Anywhere (AA) - Mandatory. - Hands-on experience with Automation Anywhere 360 (AA360) - Must-have. - Familiarity with other RPA tools like UiPath or Blue Prism - Optional but advantageous. - **RPA & AI Integration:** - Proficient in Python scripting along with Selenium and other Libraries. - Experience with OCR technologies such as ABBYY, Tesseract, or Automation Anywhere IQ Bot. - Experience leveraging AI technologies within RPA solutions (e.g., ML models, NLP, sentiment analysis, predictive analytics). - Exposure to Intelligent Document Processing (IDP) solutions is a plus. - Familiarity with integrating APIs and cognitive services (Azure Cognitive Services, Google AI, etc.) into automation workflows. - **Programming & Scripting:** - Strong knowledge of VBA scripting for automation within Excel and Office applications. - Experience with REST/SOAP APIs for system integration. - **Database & Data Handling:** - Proficient in SQL and experience with Oracle, SQL Server, or MySQL databases. - **Development Practices:** - Hands-on experience with Agile development methodology. - Familiarity with DevOps practices for RPA deployments is a plus. - Experience with version control systems like Git. - **Domain Experience:** - Experience in the Investment Banking or Financial Services domain is an added advantage.,
Job Summary: We are seeking a skilled Frontend-Focused Full Stack Engineer with 2–3 years of experience to join our dynamic engineering team. The ideal candidate will have strong expertise in React and modern frontend frameworks (Next.js) , with solid working knowledge of Node.js for backend development. You’ll spend the majority of your time designing and building high-quality, responsive, and performant user interfaces , while also contributing to backend APIs and integrations. This role is ideal for someone passionate about creating intuitive user experiences and bringing complex interfaces to life while maintaining a full-stack mindset. Key Responsibilities: Frontend Development (≈70%) Build, optimize, and maintain responsive, user-friendly web interfaces using React, Next.js, and modern JavaScript/TypeScript practices. Collaborate closely with designers and product teams to translate UI/UX designs into clean, scalable, and accessible code. Ensure excellent performance, cross-browser compatibility, and mobile responsiveness across devices. Implement state management , client-side caching, and modern frontend architecture best practices. Apply frontend performance optimization techniques such as lazy loading, code splitting, and asset optimization. Backend Development (≈30%) Design and maintain RESTful APIs and server-side logic using Node.js (Express.js, Nest.js). Integrate frontend components with backend services, ensuring data consistency and smooth API communication . Collaborate with backend engineers to enhance scalability, performance, and reliability of data-driven features. Work with databases (MongoDB, PostgreSQL, etc.) for basic CRUD operations and API integrations. Additional Responsibilities Participate in code reviews , architecture discussions, and technical planning. Contribute to DevOps and deployment workflows , including CI/CD pipelines and cloud integrations (AWS, Azure, etc.). Follow and enforce security and performance best practices across frontend and backend layers. Requirements: 2–3 years of professional experience in web development, with strong emphasis on frontend engineering (React.js, Next.js) . Proficiency in JavaScript/TypeScript , HTML5 , CSS3 , and modern frontend tooling (Webpack, Vite, etc.). Working experience with Node.js and at least one backend framework (Express.js, Nest.js). Basic knowledge of databases (NoSQL & SQL) and data modeling. Familiarity with cloud platforms (AWS, GCP, Azure) and CI/CD processes. Solid understanding of web performance , accessibility , and responsive design . Strong problem-solving skills, attention to detail, and ability to thrive in a fast-paced environment. Excellent communication and teamwork skills. Preferred Skills: Experience with TypeScript in both frontend and backend contexts. Understanding of frontend testing frameworks (Jest, React Testing Library, Cypress). Familiarity with containerization (Docker). Exposure to UI performance monitoring and analytics tools.
Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital onboarding and guide clients through their digital investment journey Deepen client relationships to increase wallet share and long-term engagement Requirements: 5+ years of experience in private banking or wealth management Strong product knowledge and understanding of HNW client needs Excellent communication, relationship management, and advisory skills
Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: Identify and onboard HNW clients through market research, referrals, and collaboration with internal teams Provide tailored investment solutions across investment products like MF, PMS, AIF, Bonds, Equities, LAS, etc. Facilitate digital onboarding and guide clients through their digital investment journey Deepen client relationships to increase wallet share and long-term engagement Requirements: 5+ years of experience in private banking or wealth management Strong product knowledge and understanding of HNW client needs Excellent communication, relationship management, and advisory skills