InvestZ Intelligent Wealth Strategy

As a Client Success Lead (HNI & Institutional) at InvestZ, you will play a crucial role in building the future of wealth, faster, smarter, and with soul. - Build high-touch journeys for the most valuable clients, including HNIs, family offices, and institutions - Solve issues promptly, respond proactively, and anticipate client needs - Drive client stickiness, identify upsell opportunities, and foster deep emotional loyalty - Collaborate closely with investment, sales, and product teams to provide clients with alpha and clarity - Previous experience in private banking, investor relations, or wealth management - Strong understanding that trust is built on attention to detail - Ability to handle demanding clients and build long-lasting relationships Location: Bangalore/Mumbai/Remote Apply: Send your resume to careers@investz.com for the opportunity to be a part of the mission at InvestZ.,