Wealth Relationship Manager

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...

Company DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...

Job Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...

About us IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

About BugleRock Capital BugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

Company Description Alpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products. Role Description This is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...

Job descriptionStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take...

Company Description J Shiv Devcon Pvt Ltd is a dynamic company located in Indore, Madhya Pradesh. We specialize in Finance, Investment, and Construction, combining innovation with tradition to create successful projects. With a focus on reshaping industries and redefining standards, we are passionate about building the future. Role Description This is a...

Role: Relationship Manager About the Job Investment Advisory Sales & Business Development A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria ● Acquiring clients on investment planning, goal-based...

Provide financial solutions to the wealth customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by cross selling the Banks products and...

**Job Title: Business Analyst -Wealth** ***About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the _**_British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across...

PM-Wealth Management at Capco India Job Title: Project Manager-Retail/Wealth Management Domain About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top Best Companies for Women in India by . With our presence...

Job Description Die Bank für eine Welt im Wandel - gestalte mit BNP Paribas das Banking von Morgen! Unser Kunde ist eine führende europäische Bank mit internationaler Reichweite. Sie ist mit mehr als 193.000 Mitarbeitenden in 68 Ländern vertreten, davon nahezu 147.000 in Europa. Den Kund:innen wird zusätzlich zum modernen Online-Banking durch selbst...

Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...

Job Description The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

Job Description Open Position: Investment Manager, Digital (Wealth Management Organisation) An established Wealth Management Organisation in Malaysia is looking for Investment Manager, Digital to join the team and be based in the Kuala Lumpur office.Key requirements include: Bachelor’s Degree in Business Administration, Accounting, Economics, Finance, or...

The Relationship Manager serves as a primary point of contact for customers, providing personalized banking services and solutions to meet their financial needs. This role involves building and maintaining strong relationships with customers, offering guidance on banking products and services, and ensuring customer satisfaction and retention. Job...

Job Description Open Position: Personal Banker, Banca & Wealth (Banking Industry) - Penang   A reputable Bank in Malaysia is looking for Personal Banker, Banca & Wealth to join the team and be based in the Penang office. Key responsibilities include: Build and maintain a close relationship with banking customers through effective relationship...

Job Description Open Position: Personal Banker, Banca & Wealth (Banking Industry)   One of the reputable Banks in Malaysia is looking for Personal Banker, Banca & Wealth to join them in the following states:JohorMelaka KedahKuala LumpurPenangPerakSabahSarawakSelangor  Key responsibilities include: Build and maintain a close relationship with banking...

Roles and Responsibilities To promote all the product line of Mutual Fund/Financial Assets To up sell Mutual Fund products through integrated channel i.e. through IFA / MFD / ND / Banking channel. To generate fresh leads and acquire clients through reference to shore up the clientele Acquisition of HNI clients by tracking Affluent & Super Affluent Client...