Private Wealth

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio reviews and performance updates with clients to...

This role is for one of Weekday's clientsMin Experience: 4 yearsLocation: Hyderabad, BengaluruJobType: full-timeRequirementsWe are hiring Private Bankers for a leading financial services organization with positions available in Hyderabad and Bangalore. The roles are open for both Individual Contributors and Team Leaders who bring deep expertise in wealth...

About the Job:The Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD's and managing & retaining such relationships by delivering the best standards of services.Roles & responsibilities:● To acquire, build...

Job Title: Senior Wealth Manager & Team LeadWe are seeking a seasoned professional to lead our team of wealth managers and drive business growth through strategic planning, client acquisition, and talent development.The ideal candidate will have a strong track record of managing high-net-worth clients, building and mentoring teams, and achieving revenue...

Key Roles and Responsibilities:We are seeking a highly experienced and skilled Private Wealth Manager to join our team as a senior wealth advisor.The ideal candidate will be responsible for developing and maintaining long-term client relationships with high-net-worth individuals, understanding their financial goals and objectives, and providing personalized...

Benefit Street Partners BSP is owned by Franklin Templeton a dynamic firm that spans asset management wealth management and fintech giving us many ways to help investors make progress toward their goals With clients in over 150 countries and offices on six continents you ll get exposed to different cultures people and business development happening...

Job Responsibilities __________________________________________________________________________________ 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...

Job Category Analyst ASSET MANAGEMENTBringing together traditional and alternative investments we provide clients around the world with a dedicated partnership and focus on long-term performance As the firm s primary investment area we provide investment and advisory services for some of the world s leading pension plans sovereign wealth funds ...

Position Overview:We are seeking a meticulous and driven professional to join our Private Wealth Product Research team. The role will focus on product evaluation, investment analysis, and portfolio support to deliver differentiated solutions for high-net-worth clients.Key Responsibilities:Product Research & Strategy:Conduct qualitative and quantitative due...