Private Wealth Manager

Senior Client Partner - Private Wealth We are seeking a highly experienced Senior Client Partner - Private Wealth to join our team. The ideal candidate will have a proven track record in Private Wealth Management or Private Banking, with expertise in managing and growing high-net-worth (HNW) client portfolios. Key Responsibilities: Acquire, manage, and grow...

Dear Applicants, We are hiring for below positions for following Location. Job Title: Senior Client Partner – Private Wealth Locations: Kolkata, Mumbai, Hyderabad, Chennai, Pune, Ahmedabad/Delhi/Bangalore Job Description: We are seeking a highly experienced Senior Client Partner – Private Wealth to join our dynamic team. The ideal candidate will have...

As a Wealth Management Specialist, you will be the primary point of contact for affluent clients, responsible for acquiring and managing their relationships by delivering exceptional service standards.The ideal candidate will have prior experience in a broking/private bank/wealth management setup and possess excellent communication skills to advise clients...

The Wealth Management Expert role at Workassist involves being the primary point of contact for clients, responsible for acquiring high net worth relationships and managing them by delivering exceptional service standards. This position requires establishing strong ties with clients through designing and implementing their financial plans, ensuring they...

As a senior wealth management specialist at Workassist, you will play a critical role in managing high net worth relationships and delivering exceptional service standards. You will be responsible for acquiring new relationships, managing existing ones, and providing expert advice on investment and financial planning.To succeed in this role, you will need to...

As a Senior Wealth Strategist at Anand Rathi Share and Stock Brokers Ltd, you will be the key point of contact for high net worth clients. Your primary responsibility will be to acquire and manage relationships with affluent and super affluent clients, providing them with exceptional service and expertise in wealth management.Responsibilities:Acquire new...

Job DescriptionWork Level: Senior LeadershipCore: Communication SkillsLeadership: Delivering ResultsRole:Industry Type: Asset Management/Financial ServicesFunction: Relationship ManagerKey Skills: Relationship Manager, Wealth Management, Team Management, Mutual Fund, PMSEducation: PG/ MasterNote: This is a requirement for one of the Workassist Hiring...

We are seeking a seasoned Relationship Manager-Wealth to join our team at Workassist. As the ultimate face of our business, you will be responsible for acquiring high net worth relationships and managing & retaining them by delivering exceptional service standards.The ideal candidate will have prior experience in relationship management, preferably in a...

Job DescriptionThe Relationship Manager-Wealth is the ultimate face of our business, serving as the primary point of contact with clients. This role involves acquiring high net worth relationships and managing & retaining them by delivering exceptional service standards.Key Responsibilities:Establishing strong ties with clients through tailored financial...

Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years of incorporation...

Are you looking for a challenging role as a Senior Financial Advisor - Wealth? We are seeking an experienced professional to join our team as a Senior Financial Advisor - Wealth. In this role, you will be responsible for bringing your existing clients and building a strong client book while maintaining relationships and generating AUM from preferred...

Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years of incorporation...

Experience: 8-12 Years Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years...

Do you have what it takes to be a top-performing Affluent Relationship Manager? We are seeking an experienced professional to join our team as an Affluent Relationship Manager. In this role, you will be responsible for establishing strong ties with clients by designing and implementing their financial plans and ensuring that they receive and execute on the...

We are seeking a highly skilled Private Equity Fund Manager to join our team at the Apex Group. The successful candidate will be responsible for reviewing and signing off NAV and Financials of Private equity and Hybrid Funds, including recording Journal Entries, preparing monthly Quarterly Annual Financials, processing payments, and preparing investor...

We are seeking a highly skilled Junior Financial Professional to join our team at SPK Finserve Private Limited. As a leading provider of financial services, we offer a range of solutions including investment planning, wealth management, and financial consultancy.Job ResponsibilitiesMaintain accurate financial records, process transactions, and prepare...

About UsAbakkus Asset Manager Private Limited is a pioneering asset management firm with a strong presence in the Indian equity market. Established just six years ago, we have swiftly made a name for ourselves through our impressive performance and remarkable growth in assets under management.Job Description: Relationship ManagerKey Responsibilities:Drive...

We are looking for a highly motivated and experienced Client Manager to join our team at Workassist. In this role, you will be responsible for managing high net worth relationships and providing expert advice on investment and financial planning.The ideal candidate will have prior experience in relationship management, preferably in a broking/private...

Anand Rathi Share and Stock Brokers Ltd is seeking a High Net Worth Relationship Specialist to join our team. As a key member of our wealth management division, you will be responsible for identifying and acquiring new clients, as well as managing existing relationships to increase assets under management.Key Responsibilities:Identify and pursue high net...

Profile: Investment Counsellor / Private Wealth ManagerLocation: KolkataExperience: Minimum 8 years in investment management, wealth advisory, or financial servicesEducation: Master's Degree from an accredited collegeCTC: 15 LPA+  Job Summary:The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions...