wealth manager

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<div></div><div><div>Description<div></div><div><br>
Job PURPOSE:</div>
<div>
Promote the development &amp; growth of the Wealth Management Segment through acquisition &amp; nourishing of Wealth customer&rsquo;s relations through selling a value adding financial advice for a portfolio of CIB Wealth clients aiming to achieve the financial ambitions and aspirations of Wealth customers faster &amp; at a less cost.</div>
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KEY ACCOUNTABILITIES</div><div><br>
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</div><div>Sales &amp; Service</div>
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1. Manage efficiently the portfolio of customers designated, Acquire NTB customers, enrol and upgrade existing customers along with cross selling all exclusive products to the customers to achieve his/her set target and meet the annual approved plan</div>
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2. Review reports provided from the Quality Assurance Department &amp; Call Centre which indicates the level of services &amp; rate of complaints, then ensure that any Wealth customer complaint is solved as well as striving for achieving the best in class service through professional customer handling.</div>
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3. Track Wealth customers&rsquo; inflows &amp; outflows on a daily basis and contact customers to seek information behind un expected behaviours.</div>
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4. Handle all account opening &amp; its related operations process including system input &amp; data entry.</div>
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5. Ensure that the work area is maintained in good condition and that product marketing material is available, prominently displayed and updated</div>
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6. Prepare daily sales report including all sales activities and call reports to share it with Branch Manager &amp; Wealth District Head to monitor performance</div>
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Reporting, Communication &amp; Coordination:</div>
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7. Respond positively &amp; diligently to colleagues and coordinate and communicate effectively with branch staff and support units to ensure that customers&rsquo; requests are processed timely and efficiently.</div>
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8. Ensure that the required awareness about the value proposition is provided to Branch Managers &amp; all Branch Staff in order to create quality referrals.</div><div><br>
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</div><div>9. Develop knowledge and information about competitor activity, pricing and tactics and communicate with the Wealth District Head &amp; the Wealth Segment Management to ensure CIB&rsquo;s edge within the market</div>
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10. Prepare a daily sales report including all sales activities and call reports to share it with the Branch Head</div><div><br>
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</div><div>Policies, Processes and Procedures</div>
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11. Follow all relevant department policies, processes, standard operating procedures and instructions so that work is carried out in a controlled and consistent manner</div><div><br>
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</div><div>Day-to-day management</div>
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12. Implement the day-to-day operations assigned for the Branch to ensure compliance with the established standards and procedures</div><div><br>
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</div><div>Compliance</div>
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13. Comply with all relevant CBE regulations, banking laws, AML regulations and internal CIB policies and code of conduct in order to maintain CIB&rsquo;s sound legal position and mitigate any potential risks&quot;</div><div></div><div><br>
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Qualifications<div></div><div><br>
Qualifications &amp; Experience</div>
<ul><li>Bachelor&rsquo;s degree of Commerce, Business Administration, Accounting, or its equivalent (MBA and CFA is a plus)</li></ul>
<ul><li>For Wealth Manager: Minimum 3 &ndash; 5 years of experience in a sales/financial position</li></ul><br>
<div></div>
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Skills</div>
<ul><li>Excellent command of English and Arabic. Knowledge of additional languages would be an asset</li></ul>
<ul><li>Strong analytical and numerical skills</li></ul>
<ul><li>Strong interpersonal, communication and networking skills</li></ul>
<ul><li>Service Oriented</li></ul>
<ul><li>Can work under pressure and meet monthly targets</li></ul>
<ul><li>Self-driven and result oriented with a positive outlook and clear focus on delivering results&quot;</li></ul><div><br>
</div></div><div>
Primary Location: Egypt</div><div>
Job: Front Liner</div><div>
Shift: Day Job</div><div>
Job Type: Full-time Employee</div></div>

WEALTH MANAGER (10th of Ramadan)

UCare Staffing, LLC

<strong>PLEASE NOTE: All interviews and applications are kept confidential.</strong> <BR> <BR> We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals. <BR> <BR> As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning. <BR> <BR> To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm. <BR> In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication. <BR> <BR> One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits. <BR> <br><em><strong>Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.</strong></em><br><br><strong>We are an equal opportunity employer. All applications will be kept confidential.</strong><br><br><p> </p><img src="https://www.jobg8.com/Tracking.aspx?Sjg9ltxO23%2fI0TCqydlEnt8PaU%2fFNhdKi" width="0" height="0" />

Senior Wealth Advisor

Elite Asset Capital

<p>The objective of the role involves providing independent financial advisory to High Net-worth Individual clients for creating, growing and safe-guarding their wealth. As a Financial Advisor you will be prospecting clients, understanding their investment needs, designing appropriate solutions and advising the most suitable financial products alongside providing life-long partnership.</p><p><b>What are we looking for:</b></p><ul><li>Someone with an entrepreneurial drive, persistent and wants to make a meaningful difference in the lives of clients.</li><li>Prior experience within sales in Insurance, Wealth Market and relationship management preferably within the financial services or insurance industry.</li><li>Good financial acumen is very important for this role alongside networking and sales skills.</li><li>Primarily responsible for selling India based investment products</li><li>Must have at least 1 year of proven track record in Broking, Wealth Management and Structured products in India or International markets .</li><li>Well versed with financial product offerings, both in domestic and international markets</li><li>Providing advisory services for various financial products like PMS, Mutual Funds, Insurance products, Fixed Income, Structured Products .</li><li>Should be able to acquire high value relationships of UHNIs, HNI clients, retaining and enhancing advisory services.</li><li>Must be able to effectively handle client servicing for wealth management needs.</li></ul><p>Job Type: Full-time</p><p>Pay: AED4,000.00 - AED9,000.00 per month</p>

Relationship Manager

E Fundresearch

Trainee Investment Manager (m f x) London <p>Investment Manager Vollzeit ohne Führungsaufgaben mit betrieblicher Altersvorsorge</p><p>Downloads</p><p>About The BusinessQuilter Cheviot has been the wealth manager of choice for individuals and families for over 250 years, and today is one of the UK's largest wealth management firms offering expert discretionary investment management and financial advice through our sister company, Quilter Cheviot Financial Planning. We offer a highly personalised service to private clients, charities, trustees, and professional partners. Quilter Cheviot has presence throughout the UK, Ireland and Channel Islands.<br><br>We are part of Quilter plc, a leading provider of advice, investment platforms, multi-asset investment solutions and discretionary fund management which is listed on the London and Johannesburg stock exchanges and manages over £119.4 billion of client investments (as at December 2024).<br><br>If you want to play a part in shaping the future of our business, bringing new ideas and challenge then now is a great time to join us.<br></p><p>We are looking to recruit a dedicated and passionate individual to join our team. The successful applicant will report directly to an investment manager with a growing book of business. They will be responsible for covering all aspects of client administration with a keen attention to detail, preparing and attending client reviews and pitches and assisting in investment decisions once qualified.<br><br>The role offers a clear progression path, with the prospect of advancing to an investment adviser following internal assessments, and eventually to an investment manager. The ideal candidate will have a strong interest in the investment management industry, be numerically minded with advanced Excel skills, and assist in the automation of recurring tasks. A strong client focus and excellent correspondence skills are essential.<br><br>The applicant will be working directly with one Investment Manager. The team has 11 members: 5 investment managers, 2 investment advisers, 3 support staff.</p><p>Key Essential Experience, Skills, and Knowledge:</p><ul><li>Experience in preparing client reviews and pitches, attending client meetings, and taking minutes during these meetings.</li><li>Strong numerical acumen and advanced Excel skills.</li><li>Proficiency in automating recurring tasks, such as client communication, to enhance operational efficiency.</li><li>Excellent communication and interpersonal skills to build and maintain strong client relationships.</li><li>Knowledge of monitoring investment models and distributing valuations, tax packs, and periodic commentary.</li><li>Ability to assist in investment decisions and rebalancing portfolios once qualified and signed off.<br></li></ul><p>Must-Have Behaviours and Competencies:</p><ul><li>Keen attention to detail and accuracy in all tasks.</li><li>Strong client focus and dedication to delivering exceptional service.</li><li>Independent worker and thinker with a proactive and entrepreneurial mindset.</li><li>Collaborative team player who supports colleagues' professional growth and development.</li><li>Commitment to adhering to regulatory standards and ensuring compliance.</li><li>Willingness to learn and adapt to new challenges and opportunities.<br></li></ul><p>Mandatory Professional Qualifications:</p><ul><li>RDR qualifying level four qualification such as CISI IAD or CFA Institute IMC.</li></ul><p>85 Queen Victoria Street, GB-EC4V 4AB London</p><img src="https://www.jobg8.com/Tracking.aspx?Ju8ovp2JVQEy2I9i1qcYfj7WI1EAOoT3n" width="0" height="0" />

Investment Manager

Emirates Islamic

<p>As a <strong>Relationship Manager   Emerging Affluent</strong> within the Priority Banking division, your primary objective is to provide outstanding service to your clientele. Your responsibilities involve the growth and maintenance of comprehensive client relationships, including everything from initial profiling to addressing their Forex, Liabilities and Asset requirements.<br>
 In this role, you will be responsible for portfolios and serving salaried individuals, earning a specific salary range. This role presents an exciting opportunity to excel in relationship management within our esteemed banking environment.</p>
<p> <strong> <u>RESPONSIBILITIES</u> </strong> </p>
<ul>
 <li>Cultivate and sustain virtual relationships with clients to retain them through dedicated relationship management efforts, addressing service quality and operational concerns.</li>
 <li>Achieve financial targets by selling and cross-selling bank products, focusing on portfolio and asset growth, wealth referrals and successful closure of referrals and Forex transactions.</li>
 <li>Adhere to operational risk policies, sales processes and regulations, ensuring compliance with KYC procedures and safeguarding Emirates NBD s reputation.</li>
 <li>Ensure daily customer contact is maintained and monitored to guarantee all portfolio clients receive necessary support and assistance.</li>
 <li>Maintain exceptional service quality to positively influence CSAT scores within your portfolio.</li>
 <li>Complete mandatory training and certifications promptly while maintaining punctuality, meeting deadlines and adhering to Emirates NBD s dress code policy.</li>
</ul>

Standard Chartered Bank

<div><div><div><div><div><div><div><div><p>Job ID: 42734
 </p><p>Location: Hyderabad, IN
 </p><p>Area of interest: Retail Banking
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 24 Oct 2025
</p></div>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
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As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements.</div>
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About Wealth and Retail Banking</b></div>
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Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world&rsquo;s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.</div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><ul><li>Provide outstanding client experiences.</li><li>Organised, follow-up leads, complete and record appointments, close customer requests</li><li>Support our clients to meet their financial needs, as they progress through their career and life-stages.</li><li>Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions.</li><li>Keep abreast of market trends, new product offerings and the latest campaigns.</li></ul></div></div><div><div><div><b>
Skills and Experience</b></div>
</div><div><ul><li>Banking knowledge and sales experience.</li><li>Excellent communication, interpersonal and relationship building skills.</li><li>Ability to learn new products and services quickly.</li><li>Market awareness and benchmarking.</li><li>Management information.</li><li>Work in a flexible and agile way.</li><li>Courageous, creative, responsive, and trustworthy.</li><li>Thrives in an international environment.</li><li>Enjoys being in a team, engaging with co-workers.</li><li>Motivated self-starter, identifying opportunities.</li><li>Maintains a high standard of personal conduct and lives our valued behaviours.</li></ul></div></div><div><div><div><b>
About Standard Chartered</b></div>
</div><div><div>
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.</div>
<div>Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.</div>
<div>Together we:</div>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
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In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</div>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Priority Relationship Manager - Distribution Network

Advenxa Pvt.Ltd

<p><b>NRI Wealth Advisor</b></p><p>Locations: <b>Palakkad</b> : Pattambi, Pathirippala, Vadakkenchery, Victoria palakkad</p><p><b>Malappuram</b> : Manjeri, Ponnani, Nilambur</p><p>Experience : <b>Minimum 1&ndash;3 years in financial sales, wealth management, or investment advisory </b>(NRI-focused experience preferred).</p><p>Qualifications: <b>Degree Mandatory</b></p><p>Salary : 3<b>0,000 - 40,000</b> plus Attractive Incentives</p><p>Shift: 9:30 AM to 5:30 PM</p><p>About the Role<br/>As a <b>Financial Consultant &ndash; NRI (Non-Resident Indian)</b>, you will be responsible for acquiring new NRI clients, providing in-depth financial advisory services, and helping them achieve their long-term financial goals. You will play a key role in deepening the company&rsquo;s NRI client base by offering personalized solutions in investments and wealth management while ensuring ethical practices and client satisfaction.</p><p><b>Requirements</b></p><ul><li>Bachelor's degree is mandatory.</li><li>1 year of experience in sales, preferably within banking or financial services.</li><li>Experience or knowledge of NRI banking and financial products is highly desirable.</li><li>Excellent verbal and written communication skills, with the ability to convey complex financial information clearly.</li><li>Strong ability to close sales and negotiate terms effectively.</li></ul><p><b>Responsibilities</b></p><ul><li>Acquire and expand the NRI client base through banks, referrals, and networking.</li></ul><ul><li>Recommend suitable financial products (<b>Mutual Funds, Insurance, PMS, Equity/Debt, Smartfolios</b>).</li></ul><ul><li>Grow and manage client portfolios (<b>AUM</b>).</li></ul><ul><li>Provide clients with market insights, research reports, and new investment opportunities.</li></ul><ul><li>Ensure strong client servicing, retention, and accurate CRM reporting.</li></ul><p>Job Type: Permanent</p><p>Pay: &#8377;30,000.00 - &#8377;45,000.00 per month</p><p>Benefits:</p><ul><li>Health insurance</li><li>Provident Fund</li></ul><p>Application Question(s):</p><ul><li>How many years of experience do you have in NRI  sales or investment advisory?</li></ul><p>Experience:</p><ul><li>Bank Sales: 2 years (Required)</li></ul><p>License/Certification:</p><ul><li>Graduation (Required)</li></ul><p>Willingness to travel:</p><ul><li>75% (Required)</li></ul>

NRI Wealth Advisor

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WEALTH MANAGER (10th of Ramadan)

Senior Wealth Advisor

Relationship Manager

Investment Manager

Relationship Manager

Priority Relationship Manager - Distribution Network

NRI Wealth Advisor