Financial Concierge Specialist

. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We are looking for a Client Service Specialist to join International Private Bank Client Service Center of Excellence team. CSS are responsible in...

Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to Ultra High Net Worth (UHNW) individuals and families around the world. We are looking for a Client Service Specialist to join International Private Bank Client Service Center of Excellence team. CSS are responsible in...

Responsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance...

Responsibilities: Create a financial plan after understanding the client profile. Understand 1 Finance Approach and services. Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress. Verifying and cross-checking the generated financial plans. Perform client service activities. Make nudges for the clients. Ensuring...

Responsibilities:Create a financial plan after understanding the client profile.Understand 1 Finance Approach and services.Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress.Verifying and cross-checking the generated financial plans.Perform client service activities.Make nudges for the clients.Ensuring compliance...

Company DescriptionSuperoc Capital is a premier financial consultancy, MFD, and education firm based in the Mumbai Metropolitan Region, offering personalized consultancy and educational programs for financial success. Our focus is on providing need-based solutions and strategic insights to empower our clients.Role DescriptionThis is a full-time hybrid role...

Financial Concierge Mumbai 4 - 9 Years Of Experience No. of Openings - 3 **Responsibilities**: - Create a financial plan after understanding the client profile - Understand 1 Finance Approach and services - Keep an eye on the Client Financial Plan and hold meetings to discuss the action plan's progress - Verifying and cross-checking the generated...

NPA Acquisition Specialist We are seeking a qualified candidate with a minimum of 3 years of post-qualification experience for the role of NPA Acquisition and Resolution Specialist. The ideal candidate will be responsible for identifying, analyzing, and strategizing the resolution of non-performing assets (NPAs) acquired from banks and financial...

Job Description :-   1. He will have to Manage a team of Financial Advisors while he will also have to tend to some clients financial planning. 2.Should have certifications of CFT,CWM, NISM 10A or 10B 3.He or She should be good in Financial advisory, Wealth Management.  4.Should have experience in handling a very well good portfolio.

About the client:Our client is a leading fintech solutions provider, we multiply what’s possible. Their human-centered street consensus and financial modeling solutions intricately match what our buy-side and corporate Investor Relations (IR) clients are looking for in their analysis.Position Overview:We are seeking a highly skilled and experienced Finance...

You are a strategic thinker passionate about driving solutions. You have found the right team.As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...

You are a strategic thinker passionate about driving solutions. You have found the right team. As a Digital Online Support Specialist Team Lead in Client Services, you will be the point of contact for all online related needs of our Private Banking clients, advisors, and client service specialists. You will be responsible for assisting high/ultra-high net...

Specialist, Financial Control-(WD55965) Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning,...

Specialist, Financial Control-(WD55965) Finance aims to deliver world-class standards in reporting, financial planning and finance processes. We provide insights and analyses that help the bank make sound business decisions – whether in the areas of product development or customer profitability. We also provide capital management, business planning,...

Job Description Position Angular Lead/ DeveloperBusiness Unit IGTBExperience (in years) 5+ YearsRole Type (Full Time / Part Time / Contract)PermanentLocationMumbai/ PuneAbout Intellect Design Arena Ltd. Intellect Design Arena Limited is a global leader in Financial Technology for Banking, Insurance and other Financial Services. With a rich suite of products...

Job Description Position Angular Lead/ Developer Business Unit IGTB Experience (in years) 5 + Years Role Type (Full Time / Part Time / Contract) Permanent Location Mumbai/ Pune About Intellect Design Arena Ltd. Intellect Design Arena Limited is a global leader in Financial Technology for Banking, Insurance and other Financial Services. With a...

About the client: Our client is a leading fintech solutions provider, we multiply what’s possible. Their human-centered street consensus and financial modeling solutions intricately match what our buy-side and corporate Investor Relations (IR) clients are looking for in their analysis. Position Overview: We are seeking a highly skilled and experienced...

About the client:Our client is a leading fintech solutions provider, we multiply what’s possible. Their human-centered street consensus and financial modeling solutions intricately match what our buy-side and corporate Investor Relations (IR) clients are looking for in their analysis.Position Overview: We are seeking a highly skilled and experienced...

About the client:Our client is a leading fintech solutions provider, we multiply what’s possible. Their human-centered street consensus and financial modeling solutions intricately match what our buy-side and corporate Investor Relations (IR) clients are looking for in their analysis.Position Overview: We are seeking a highly skilled and experienced...