Practise Head – Private Wealth Management

Location : Lower Parel, Mumbai Position: Wealth Manager Private Wealth. Broader Role / Responsibilities: Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client...

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...

About Nuvama: 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 investment...

About Us:We are a well-established financial services firm with over fifty years of experience serving clients.Our objective is to be known for our differentiated offerings and strategies that sets us apart from run-of-the-mill Private Wealth firms. An intelligent, ethical, hardworking & experienced Product Head will find it both enjoyable & an interesting...

empowered with the science and art of investing experience new insights and ideas on wealth creation through our exclusive knowl About Our Client Motilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year...

Job DescriptionJob Description:- Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus- Financial Planning (FP) and Portfolio Services- Execution of transactions post FP and on periodical basis- Manage Private Wealth, PMS and AIF fund related queries- Ensure delivery of various MIS reports as per requirements- To develop short term and...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

About Nuvama: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 investment...

Exciting Career Opportunities in Wealth Management & PMS Sales [multiple opportunities]We are hiring for topWealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking OutfitsacrossMumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities) We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If you're looking to elevate your career in the financial services industry, we have fantastic roles for you...

Nuama Wealth OverviewAt Nuama Wealth, we strive to provide exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their financial goals and objectives.Functional Responsibilities/KPIs:1. Building strong relationships with partners to generate sales for various financial products,...

Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...

The Private Wealth Management Professional at Anand Rathi Share And Stock Brokers Ltd will be responsible for providing bespoke financial solutions to high net worth individuals and families. Your role will involve developing a deep understanding of clients' financial objectives, risk tolerance, and current financial situation. Based on this knowledge, you...

**Job Summary**Nuvama Private is seeking a talented Estate Planning and Wealth Management Specialist to join our team. In this role, you will advise clients on estate succession planning, family office setup, and offshore investment structures.Key ResponsibilitiesAdvising clients on estate succession planning, including the setup of trusts, wills, and other...

We are seeking an experienced Compliance Head for Wealth Business to lead regulatory compliance, risk management, and governance functions. The role requires expertise in SEBI regulations, risk assessment, internal audits, and regulatory reporting while ensuring strict adherence to legal and compliance frameworks governing wealth management services.Key...

Service Head WM (No Sales Role, Only Service) team handling role Broad JD / Skills Responsibilities Previous experience in Wealth Management Operations & servicing client investment requirements. Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc. Back-end support & co-ordination with...

Job Description Department: Customer Interaction (Sales) Position: HNI/UHNI/ Wealth Manager – Customer Interaction Experience : 5 to 7 years required in handling HNI/UHNI's Location: MUMBAI Reporting to: Chief Business Officer We are looking for HNI's/UHNI's Wealth Manager who can contact HNI's/UHNI's over the phone and meet in person...

empowered with the science and art of investing Experience new insights and ideas on wealth creation About Our Client If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers...

Role: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...