Current jobs related to Wealth Manager - Mumbai - Antal International

  • Wealth Manager

    3 weeks ago

    mumbai, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth manager

    3 weeks ago

    Mumbai, India Nuvama Wealth Full time

    Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Manager

    1 month ago

    Mumbai, India Nuvama Wealth Full time

    Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

  • Wealth Management Professional

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

  • Wealth Management Professional

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

  • Executive - Wealth Management Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

  • Zoho Developer

    3 weeks ago

    Mumbai, India Incred Wealth Full time

    Job DescriptionAt Incred Wealth, we are seeking a highly skilled Zoho Developer to join our team. The ideal candidate will have a strong understanding of Zoho applications and a proven track record of developing and customizing Zoho applications to meet complex business requirements.Key Responsibilities:Develop and customize Zoho applications to meet...

  • Executive Leader for Wealth Management

    6 days ago

    Mumbai, Maharashtra, India Spark Private Wealth Full time

    Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

  • Wealth Management Consultant

    2 weeks ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

  • Private Wealth Management Specialist

    12 hours ago

    mumbai, India Iifl Wealth Mgt Limited Full time

    Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

  • Wealth Manager/Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

  • Strategic Wealth Operations Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

  • Senior Wealth Professional

    2 weeks ago

    Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

  • Executive - Wealth and Investment Specialist

    2 weeks ago

    Mumbai, Maharashtra, India Spark Private Wealth Full time

    Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...

  • Spark Capital

    2 weeks ago

    Mumbai, India Spark Private Wealth Full time

    Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

  • Private Wealth Management Specialist

    12 hours ago

    Mumbai, India Iifl Wealth Mgt Limited Full time

    Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

  • Private Wealth Management Specialist

    46 minutes ago

    Mumbai, India Iifl Wealth Mgt Limited Full time

    Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

  • Strategic Wealth Management Executive

    6 days ago

    Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

  • Wealth Manager

    5 days ago

    Mumbai, Maharashtra, India Yubi Group Full time

    About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

  • Wealth Manager/Relationship Manager

    2 months ago

    Mumbai, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Role and Title:- Private Wealth Managers reporting to Director or Managing Director. - The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate. - The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling. - Experience ranging from 5 to 12 years or...

Wealth Manager

3 months ago

Mumbai, India Antal International Full time

•Prospect and sell Portfolio Management System (PMS) products to HNIs through direct sales efforts and third-party distributors.

•Build and maintain strong relationships with clients.

•Utilize your deep understanding of PMS, Alternative Investment Funds (AIFs), and wealth products.

•Drive success with your extensive knowledge of the capital market.


Requirement


•Minimum 8+ years of experience in sales within the financial services industry.

•Proven experience in selling PMS, AIFs, and other wealth products.

•MBA or equivalent education is preferred.

•Excellent communication and interpersonal skills.

•Ability to handle high-pressure situations and resolve conflicts effectively.

•Strong analytical and problem-solving skills.