Senior Wealth Advisors

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

The wealth advisors will be the one point contact for the HNI and affluent clients. They are expected to take complete ownership of the clients requirements related to all key financial aspects like plan creation, portfolio management, personal taxation and estate planning either by self or by liasoning with relevant departments within the...

Wealth Advisor About the company: The Financialist is a digital family office that manages the personal finances of individuals and their family members comprehensively. The Financialist is reimagining how individuals manage their finances viz. insurance, investments, taxes, et al. What is the company solving? - Today, an individual faces the problem of...

Zecruiters Jobconnect Pvt Ltd is hiring Wealth Advisor for one of the reputed Finance Services. Experience : 2 and above Ctc : upto 15lpa Location : Andheri Chakala, Mumbai We are seeking a motivated and experienced individual to join our team as an Executive/Senior of new clients, creating personalized financial plans, discussing various financial...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

About the company Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include: Goal-Based Financial Management Risk Mitigation & Insurance Planning Fixed...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

About the companyDigital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-18+Position Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This senior leadership role...

A leading trading portal is one of the leading stock brokers in India and are part of the Conglomerate who are experts in options trading and are rated as one of the top and largest desk for options trading. They are predominantly a prop trading desk with AUM exceeding 750 Million USD. As part of their expansion plan, the company is setting up a new Wealth...

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and WealthManagers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives,Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).It also requires a good understanding of...

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and WealthManagers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives,Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).It also requires a good understanding of...

What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. You‘ll be part of the founding team and work with other founding team members on building the company. Job description: The job entails providing investment guidance to clients regarding their investment...

Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-18+Position Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively.This senior leadership role...

Leadership Role-Intellect Design Arena Position Title: Business Head Domain-Wealth Management Location: Mumbai Reports To: CEO Exp-18+ Position Overview: The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions respectively. This senior...

Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: Mumbai/Chennai/HYDReports To: CEOExp-20+Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and Sales functions...

Leadership Role-Intellect Design ArenaPosition Title: Business HeadDomain-Wealth ManagementLocation: MumbaiReports To: CEOExp-20+Mandatory-Global Experience in Wealth Management ProductsPosition Overview:The Business Head, Wealth Products is responsible for driving revenue, growth, New customer acquisition, Product Management, Pre Sales, Inside Sales and...

Para Planner / Junior Planner / Associate - Location: - Bengaluru - 2 / Gurugram - 2 / Pune - 2 experience - 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary For Planner - SEBI regulations - Post Grad + NISM XA, NISM XB and 2 yrs relevant work ex **Job...

Manager - Wealth 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...