•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
•Build and manage a B2C portfolio of clients•Plan and manage new account onboarding process, asset transfers and other account service requests•Building a strong and trusting relationships as well as maintaining continued strong communication with a personalized advisory approach.•Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.•Build continuous AUM (assets under
The role would involve providing support to Investment Banking, Private Equity, Venture Capital, andFamily Office clients (global) for their mandates and research requirements. The opportunity isideal for professionals with experience in investment banking, M&A advisory andprivate equity support and are interested in being a part of our growing investment banking practice.• Story boarding and workshopping of marketing collaterals such as, but not limited
The role would involve providing support to Investment Banking, Private Equity, Venture Capital, andFamily Office clients (global) for their mandates and research requirements. The opportunity isideal for professionals with experience in investment banking, M&A advisory andprivate equity support and are interested in being a part of our growing investment banking practice.• Story boarding and workshopping of marketing collaterals such as, but not limited
let similar jobs come to you
we will keep you updated when we have similar job postings.