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133 jobs found for Perfect Wealth Advisory Services

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  • with a presence in more than 100 countries, Citi Australia has provided financial services to Australian consumers, corporates, institutions and governments for more than 30 years. Recognised for its innovative range of global products and services, Citi today counts more than one million Australians and one

  • portfolios of wealth customers and advising on the investment products such as Mutual Funds, PMS, Equity, and Structural Products according to the best fit of their requirements. Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf

  • portfolios of wealth customers and advising on the investment products such as Mutual Funds, PMS, Equity, and Structural Products according to the best fit of their requirements. Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf

  • portfolios of wealth customers and advising on the investment products such as Mutual Funds, PMS, Equity, and Structural Products according to the best fit of their requirements. Providing all kind of banking solutions to clients and working as the single point of contact for the clients on behalf

  • in all clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios. 4.Portfolio Management, client servicing for an existing Desired Candidate Profile: 1. Apart from qualities mentioned above candidate should have high desire to excel ...

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • risk profiling of all mapped clients for better advisory on investment needs - Ensuring client contactability at all times through updation of latest contact details in all necessary systems - Regular contact with all mapped clients through weekly / monthly calls - Resolution of queries of all

  • products Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs Ensure profitability of the portfolio: Generate high Income per Customer Regular contact

  • products Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs Ensure profitability of the portfolio: Generate high Income per Customer Regular contact

  • products Formulate outbound and inbound sales plan to acquire new HNI customers for increasing customer base of the portfolio Conduct risk profiling of all mapped clients for better advisory on investment needs Ensure profitability of the portfolio: Generate high Income per Customer Regular contact

  • clients portfolios and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios 4.Portfolio Management, client servicing for an existing portfolio

  • and to Identify opportunities to cross-sell & deep-sell by profiling clients in detail. 3. Acquisition of a new Clients./ Acquire and build relationship with HNI clients and handling and reviewing their portfolios 4.Portfolio Management, client servicing for an existing portfolio in terms of investments

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