63 Family Office Jobs

The Apex Group was established in Bermuda in 2003 and is now one of the worlds largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide.Your career with us should reflect your energy and passion. Thats why, at Apex Group, we will do more than simply empower you. We will work to supercharge your unique skills and experience. Take the lead and well give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you Functions: Collaborate with the Global Accounts Receivable (AR) team to support AR processes and collections. Requirements: Bachelors degree in Accounting is mandatory. 2 to 3 years of experience in the accounting field within an MNC environment is preferred. Prior experience in Accounts Receivable and collections is advantageous. Excellent written and verbal English communication skills for stakeholder interaction. Proficient in MS Excel. Strong attention to detail. Adaptable and quick to learn new processes. Flexible to work in shifts (currently 8 am to 5 pm and 12 pm to 9 pm India time). Demonstrates ownership and accountability for assigned tasks. About ApexApex Group Ltd., established in Bermuda in 2003, is a leading global financial services provider. Operating from over 80 offices across more than 40 markets worldwide, with a workforce of over 10,000 employees, Apex offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. The Group continually enhances its capabilities to provide a single-source solution, offering the broadest range of products in the industry. As a top-tier independent service provider, Apex services nearly $3 trillion in assets across administration, depositary, custody, and management. We seek talented, articulate, and numerate individuals who thrive on challenges, work diligently, and are passionate about their work. At Apex, your career growth is supported by a dynamic culture that values dedication and loyalty. With an extensive international presence and global network, opportunities for professional and personal development abound. DisclaimerUnsolicited CVs sent to Apex (Talent Acquisition Team or Hiring Managers) by recruitment agencies will not be accepted for this position. Apex operates a direct sourcing model and where agency assistance is required, the Talent Acquisition team will engage directly with our exclusive recruitment partners.

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, AIF and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Position Overview We are seeking a dynamic and results-driven B2B Sales Manager to join our team in Mumbai City. This is an exciting opportunity for a professional with a strong background in business development and sales, particularly in the financial products sector. The ideal candidate will have a proven track record of building strategic alliances and driving partner development initiatives. With an annual salary of 20,00,000, this full-time position offers a chance to make a significant impact in a growing organization. Key Responsibilities Develop and implement effective sales strategies to drive B2B sales growth. Identify and establish partnerships with key stakeholders, including family offices and institutional clients. Manage the entire sales cycle from prospecting to closing, ensuring a seamless experience for clients. Conduct market research to identify new business opportunities and stay ahead of industry trends. Collaborate with cross-functional teams to enhance product offerings and improve customer satisfaction. Prepare and deliver compelling presentations to potential clients, showcasing our financial products and services. Monitor sales performance metrics and provide regular reports to senior management. Attend industry events and networking functions to promote the company and expand professional connections. Qualifications The ideal candidate will possess the following qualifications: A minimum of 3 to 8 years of experience in B2B sales, with a focus on financial products, brokerage, and mutual funds. Strong understanding of corporate sales and business development strategies. Proven ability to build and maintain relationships with partners and clients. Excellent communication and negotiation skills, with a persuasive approach to sales. Ability to work independently and as part of a team in a fast-paced environment. Strong analytical skills to assess market trends and sales performance. Willingness to work on-site in Mumbai City during regular day hours. If you are a motivated sales professional looking to take your career to the next level, we encourage you to apply for this exciting opportunity. Join us in driving growth and success in the B2B sales landscape!

Job Summary: We are seeking a dynamic and proactive professional to lead our Fundraising and Investor Relations initiatives. This role requires strong communication skills, financial acumen, and the ability to build and maintain long-term relationships with investors, stakeholders, and institutional partners. Key Responsibilities: • Identify and approach potential investors (HNIs, family offices, PE/VC firms, institutional investors) for listed and unlisted companies fundraising opportunities. • Develop and execute fundraising strategies aligned with company and client objectives. • Manage investor relations by regularly updating stakeholders on company performance, strategic initiatives, and market developments. • Organize roadshows, investor meetings, webinars, and other engagement activities. • Prepare investment decks, pitchbooks, term sheets, and other fundraising materials. • Monitor market trends, investor sentiments, and competitor activities to adjust strategies. • Build and maintain a CRM database of existing and potential investors. Qualifications: • Master’s degree in Finance, Business Administration, or a related field. • 2–5 years of experience in fundraising, investor relations, or investment banking. • Strong understanding of capital markets, private equity, and corporate finance. • Excellent verbal and written communication and presentation skills. • Proficiency in Excel, PowerPoint, and financial modelling tools. • Ability to work independently, manage multiple priorities, and meet deadlines.

* To up sell products to Retail/HNI Clients as per the assigned database, generation of fresh leads *Acquisition of HNI clients and ensure regular contact with all mapped clients through regular calls *Responsible for advising Investors, to be able to analyze the asset allocation of Investors to customize the approach in accordance for focused selling *Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships *Profiling customers and provide financial products to meet customer needs * Ensuring the highest levels of service to the client /HNI customers *Providing Investment planning and advice *Achieving sales and revenue targets spread across product mix * One point contact for the assigned customer .

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Job description Develop and execute a coverage strategy for family offices in India. Build and maintain strong relationships with key decision-makers at family offices, including principals, CEOs, and CFOs. Identify and pursue new business Required Candidate profile 10-12 years of experience in wealth management, investment banking, or a related field, with a focus on family offices or ultra-high net worth individuals

tions) The Kotak Mahindra Group The entire spectrum of financial needs of individuals and corporates is addressed at the Kotak Mahindra Group. Completing a successful 29 year run, Kotak firmly invests in serving the financial services needs of customers. The Group today offers complete financial solutions including areas like Retail Finance, Equities, Mutual Funds, Life Insurance, Wealth Management (Private Banking), Tax Planning and Investment Banking etc. The Kotak Mahindra Group offers the understanding, the experience, the infrastructure and most importantly the commitment to deliver pragmatic end-to-end solutions that truly work. Kotak Wealth Management The Kotak Mahindra Group (Kotak) has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin. The Kotak client base ranges from entrepreneurs to business families, and also includes employed professionals. Kotak provides financial advice and manages wealth for 44% of Indias top 100 families with Wealth Management offices spread across 10 cities in India. The Client Relations team in Kotak Wealth Management works exclusively on portfolios of large advisory and family office clients of the firm. The role requires the Relationship Manager to take full ownership of his/her client portfolios. Job Role Identify customer needs and provide them with right financial planning assistance and asset allocation with the help of our Investment Advisory services. Build and deepen relationships with existing HNI Customers to achieve increase in share of wallet. Acquire New Clients for the firm and also develop new territories. Be able to work with colleagues of other divisions of the bank to Cross Sell products and services to clients. Adhere to all company processes and policies, and carry the Kotak brand through developed functional and behavioral skills. Deliver Sales Targets Job Requirements Excellent written and oral communication skills Strong Organizational Skills Strong Communication and Interpersonal Skills Experience in investment/financial services Team player and Collaboration skills Relationship Management Skills

One of the leading names in Engineering & Manufacturing is currently seeking an experienced individual for the role of Research and Analyst in Investment Banking or a related field. With 5-8 years of relevant experience, the ideal candidate should hold a CFA qualification or a related certification. This position is based in Anand, Gujarat. The desired candidate should possess a strong understanding of Equity Research, IRS, Investment Research, and Family Office concepts. Excellent communication skills are essential, along with the ability to build and maintain strong client relationships. As a Research and Analyst, your responsibilities will include managing family office operations such as financial planning, investment management, M&A, and risk assessment. You will conduct equity research and analysis to identify potential investment opportunities and develop relationships with clients to understand their financial goals. Providing strategic guidance on wealth creation strategies for high-net-worth individuals and ensuring compliance with regulatory requirements are key aspects of this role. Furthermore, you will support management in exploring data analysis for various business opportunities, including those related to peer companies. You will also be responsible for identifying new opportunities with investment volume, IRR, feasibility study, and more. If you are passionate about pursuing a career in Investment Banking and meet the experience and qualification criteria outlined above, we encourage you to apply for this exciting opportunity. We offer a competitive salary package, a stimulating work environment, and ample opportunities for growth and development. To apply for this position, please send your resume to sagar@namanstaffing.com. We look forward to receiving your application soon!,

Job Summary: Stephead Advisors is looking for a highly motivated professional to join our team as a Fundraising & Investor Relations Executive Primary Market . This role focuses on raising capital through primary market instruments (IPOs, FPOs, Rights Issues, Preferential Allotments, QIPs, etc.) for both listed and unlisted companies. The ideal candidate should have experience working with HNIs, family offices, PE/VC firms, and institutional investors in the context of primary market transactions. Key Responsibilities: Identify and approach potential investors for primary market transactions, including HNIs, family offices, PE/VC firms, and institutional investors. Develop and execute fundraising strategies aligned with client objectives and market conditions for IPOs, FPOs, rights issues, and other equity offerings. Collaborate with merchant bankers, legal advisors, and company management on transaction structuring and documentation. Build investor confidence and engagement by sharing key updates on company performance, industry trends, and investment rationale. Organize and coordinate investor meetings, roadshows, webinars, and presentations to market primary offerings. Prepare pitch decks, investor presentations, offer documents, and other capital-raising materials in collaboration with relevant teams. Monitor capital markets activity, regulatory updates, and investor sentiment to advise clients on timing and strategy. Build and maintain a robust CRM of investors interested in primary market deals. Desired Skills and Qualifications: Bachelor’s or Master’s degree in Finance, Business Administration, Economics, or related fields. 3+ years of experience in primary market fundraising, investment banking, or capital markets. Sound understanding of SEBI regulations, IPO process, and equity capital markets. Strong network of investor relationships in the primary market space. Excellent communication, pitching, and negotiation skills. Ability to manage multiple mandates and work under tight timelines.

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

What you will Do? Drive Sales Initiatives: Develop and maintain long-term relationships with wealth counters and PCG counters to drive sales and increase Axis Mutual Fund's market share. Product Understanding: Understand client financial goals, risk tolerance, and investment preferences. Relationship Management: Manage existing and potential Private Wealth Channel relationships. Work to increase their allocation to Axis products by understanding their needs and providing tailored solutions. Channel Engagement: Organize and participate in engagement and promotional activities to strengthen relationships with channel partners. Proactive Communication: Regularly communicate and update channel partners about the performance and unique selling propositions (USPs) of existing funds, as well as new product launches.

Role Overview: The Specialist Passives will be responsible for driving the growth and success of ETF and passive investment offerings. The primary responsibility will be to acquire and manage relationships with High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients, providing expert guidance on ETFs, index funds, and other passive investment strategies. The role will entail leveraging deep understanding of capital markets to deliver tailored investment solutions that align with clients' financial goals and risk profiles. Key Responsibilities 1. Client Acquisition and Relationship Management Identify, prospect, and acquire new clients, including High Net-Worth Individuals (HNIs), Family Offices, and Institutional clients. Build, nurture, and sustain long-term relationships with both new and existing clients and key stakeholders, such as stockbrokers, distributors, and Registered Investment Advisors (RIAs). Understand clients' investment objectives, risk appetite, and financial goals to offer tailored ETF and passive investment solutions. 2. Product Knowledge and Sales Attain deep expertise in Exchange-Traded Funds (ETFs), index funds, and passive investment strategies. Present and explain the benefits, risks, and features of ETFs and other passive investment products to clients. 3. Market Intelligence and Competitive Analysis Monitor and analyse trends in capital markets, ETFs, and the broader investment landscape to provide actionable insights. Regularly update clients on market conditions, ETF performance, and related investment opportunities. Collaborate with internal teams to stay informed on industry developments and formulate innovative strategies to increase market penetration. 4. Compliance and Risk Management Ensure full compliance with regulatory requirements, industry standards, and internal policies. Proactively address and mitigate potential risks related to client investments, safeguarding both client and company interests. Maintain accurate, up-to-date documentation of client interactions, transactions, and market activities. Skills and Qualifications Educational Background: MBA or relevant qualification from a reputed institution in finance or a related field Certifications: NISM V-A and other relevant certifications in investment or capital markets Experience: 5 to 10 years of experience in capital markets, stock broking, or related fields Proven track record of building and nurturing client relationships and achieving sales targets in a competitive environment Excellent communication, negotiation, and presentation skills with a results-oriented approach Proven ability to work independently as well as collaboratively within a team

Job Summary: We are seeking a dynamic and proactive professional to lead our Fundraising and Investor Relations initiatives. This role requires strong communication skills, financial acumen, and the ability to build and maintain long-term relationships with investors, stakeholders, and institutional partners. Key Responsibilities: • Identify and approach potential investors (HNIs, family offices, PE/VC firms, institutional investors) for listed and unlisted companies fundraising opportunities. • Develop and execute fundraising strategies aligned with company and client objectives. • Manage investor relations by regularly updating stakeholders on company performance, strategic initiatives, and market developments. • Organize roadshows, investor meetings, webinars, and other engagement activities. • Prepare investment decks, pitchbooks, term sheets, and other fundraising materials. • Monitor market trends, investor sentiments, and competitor activities to adjust strategies. • Build and maintain a CRM database of existing and potential investors. Qualifications: • Masters degree in Finance, Business Administration, or a related field. • 25 years of experience in fundraising, investor relations, or investment banking. • Strong understanding of capital markets, private equity, and corporate finance. • Excellent verbal and written communication and presentation skills. • Proficiency in Excel, PowerPoint, and financial modelling tools. • Ability to work independently, manage multiple priorities, and meet deadlines.

Reports to : Head of Client Relationships Experience : minimum 10 to 12 years in wealth management or high-touch client advisory Role Overview As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. Youll combine personal client advisory with business people leadership - mentoring your team, enforcing Scripboxs client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service. Key Responsibilities Client Leadership Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions. Act as a senior advisor and escalation point within the team for complex client needs. Collaborate with the investment and research teams to deliver optimal client outcomes. Business leadership Drive growth of your team as a business unit. Identify opportunities and run growth experiments in consultation with Head of Client Relationships Collaborate with client experience new client acquisition teams to achieve growth objectives Team Management Team Coaching Lead, mentor, and develop a team comprising RMs of different experience levels. Conduct regular review sessions, skill training, and pipeline planning. Foster a high-performance, client-obsessed culture within the team. Process and Discipline Ensure that the team follows advisory frameworks, SOPs, and internal service standards. Drive usage of CRM tools and uphold data discipline. Monitor activity metrics, client satisfaction, and revenue outcomes for the pod. Compliance and Ethics Be a champion of the Scripbox way of working with clients. Uphold Scripboxs standards of fiduciary responsibility and compliance. Serve as the first line of oversight on risk, suitability, and advisory practices within the team. Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols. Ideal Profile 10 to 12 years of experience in wealth management, premium banking, or family office advisory. Proven track record of managing high-value clients with high levels of trust and personalization. Experience mentoring or managing team members. Strong financial acumen and ability to simplify complex concepts for clients. High emotional intelligence, ownership mindset, and a natural team builder. What Youll Get Business ownership within a modern, empowered-team-based wealth management structure. A supportive yet empowered culture focused on growth - for you, your team, and your clients. Direct influence on the evolution of advisory excellence in India.

The job would require the candidate to meet clients (family offices & Ultra High Net Worth Individuals), understand their financial/investment objectives & risk appetite and recommend appropriate products. What is the roles objective? Establish, grow, and manage investment relationships with clients Be the primary client contact and trusted investment advisor Deepen existing client relationships by providing appropriate investment advice and solutions Acquire new clients through market intelligence & engagements Share market updates and house views to clients on a timely basis Update clients on their investments and its performance Leverage existing client relationships and other sources to acquire new clients Recognize changes in clients/ market environment which may present opportunities Enhance client experience through strong relationship management What skills do you need to possess? Superior understanding of Markets and Products Strong knowledge of different asset classes Experience of providing investment advice and solutions Strong interpersonal and communication skills Good Analytics Skills Digital mindset What is the prior experience needed? 8 to 14+ Years of experience What qualification/s you should have? Master’s in business administration or any equivalent degree Interested Candidates pls send resume on bhuvaneswari.hcconsulting@gmail.com

Reports to : Head of Client Relationships Experience : Minimum 10 to 12 years in wealth management or high-touch client advisory As a Team Leader , you will be responsible for owning and growing a book of high-value clients, while also leading a team of Relationship Managers. Youll combine personal client advisory with business people leadership - mentoring your team, enforcing Scripboxs client-centric philosophy, driving growth for your team and ensuring consistent delivery of world-class service. Key Responsibilities Client Leadership Personally manage a portfolio of high-value clients, offering tailored advice and long-term planning solutions. Act as a senior advisor and escalation point within the team for complex client needs. Collaborate with the investment and research teams to deliver optimal client outcomes. Business leadership Drive growth of your team as a business unit. Identify opportunities and run growth experiments in consultation with Head of Client Relationships Collaborate with client experience new client acquisition teams to achieve growth objectives Team Management Team Coaching Lead, mentor, and develop a team comprising RMs of different experience levels. Conduct regular review sessions, skill training, and pipeline planning. Foster a high-performance, client-obsessed culture within the team. Process and Discipline Ensure that the team follows advisory frameworks, SOPs, and internal service standards. Drive usage of CRM tools and uphold data discipline. Monitor activity metrics, client satisfaction, and revenue outcomes for the pod. Compliance and Ethics Be a champion of the Scripbox way of working with clients. Uphold Scripboxs standards of fiduciary responsibility and compliance. Serve as the first line of oversight on risk, suitability, and advisory practices within the team. Ensure adherence to SEBI/SEBI-RIA norms and internal compliance protocols. Ideal Profile 10 to 12 years of experience in wealth management, premium banking, or family office advisory. Proven track record of managing high-value clients with high levels of trust and personalization. Experience mentoring or managing team members. Strong financial acumen and ability to simplify complex concepts for clients. High emotional intelligence, ownership mindset, and a natural team builder. What Youll Get Business ownership within a modern, empowered-team-based wealth management structure. A supportive yet empowered culture focused on growth - for you, your team, and your clients. Direct influence on the evolution of advisory excellence in India

Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across product mix • One point contact for the assigned customer • Acquisition & Servicing of HNI/UHNI customers. • Preference to NISM Certified candidates with experience in managingRetail/HNI Clients, with in depth knowledge of Mutual Funds.

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits CTC 15 to 18 LPA plus attractive incentive Interested one can send their updated resume at Mail or WhatsApp Mail - anusha@avaniconsulting.com What's app and call - 9003875895

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skills Ability to convince and negotiate with a confident and determined approach Should be highly self motivated and ambitious in achieving goals Should be capable of thriving in the competitive market Should be able to work in team and also perform independently Work Status: Full Time Perks and benefits ctc 15 to 18 LPA Interested one can send their updated resume at Mail or WhatsApp Mail - uttam@avaniconsulting.com What's app and call - 9949101406 Email: uttam@avaniconsulting.com

Role & responsibilities Dealing with Ultra HNI /HNI Clients Cross Sell the products Mutual Fund ,PMS,AIF . Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through various product line. Update and cross sell products to existing clients and update them about the primary and secondary market trends. Update self-regarding all schemes, products and solutions by regularly attending trainings. Share regular communications with client regarding information, research and material of the organization. Conduct regular marketing activities with the regional marketing and product team by showcasing our products and features and generate leads Preferred candidate profile

1. The handling & acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients. Well acquanited with Bonds, AIF, PMS

1. The handling & managing RM's, will be responsible for acquiring and deepening clients (HNI/Ultra HNI) 2. Counsel HNI/Ultra HNI clients on their Investments and manage their overall financial portfolio and deepening the wallet from existing clients