Wealth Manager

7 days ago

Mumbai, Maharashtra, India Intehire Services Full time

Objectives of this role

- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.

- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.

- Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles.

- Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis.

- Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changing needs.

- Providing clients with ongoing financial advice and guidance, addressing their queries and providing proactive wealth management solutions.

- Collaborating with internal teams, such as tax advisors, legal professionals and estate planners, to offer comprehensive financial solutions to clients.

- Helping the company meet its financial objectives through personalised financial planning.

- Staying updated with market trends, economic developments and regulatory changes to provide accurate and timely advice to clients.

Your tasks

- Organise client meetings to discuss financial goals, risk tolerance and investment preferences.

- Develop personalised wealth management strategies, including investment planning, portfolio allocation and retirement planning.

- Monitor and review clients' financial progress regularly, ensuring alignment with their objectives and making adjustments.

- Conduct in-depth research and analysis of investments, tax laws, and other financial matters to provide informed advice.

- Evaluate investment opportunities, considering factors like risk, return potential and liquidity.

- Provide ongoing financial advice and guidance to clients, keeping them informed about market trends, investment opportunities, and potential risks.

- Create detailed financial plans, including cash flow projections, retirement planning, and tax optimisation strategies.

- Monitor and review investment performance, conducting periodic portfolio rebalancing to align with clients' objectives.

- Collaborate with internal teams to coordinate complex financial transactions, such as estate transfers and charitable giving.

- Participate in industry conferences and seminars to expand knowledge and network with potential clients.

Required skills and qualifications

- BA bachelor's degree in finance, economics, business administration or a related field.

- 5+ years of experience as a wealth manager or in financial services, including knowledge of developing and implementing financial plans and managing investments.

- Understanding of financial markets, investment products, and wealth management principles.

- Proficiency in financial analysis tools, portfolio management software, CRM systems and MS Office suite.

- Experience in serving high-net-worth individuals and understanding their unique wealth management needs.

- Excellent interpersonal skills and the ability to build trust and rapport with clients.

- Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset.

- Exceptional verbal and written communication skills in explaining complex financial concepts to clients.

- Integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices.

Preferred skills and qualifications

- Familiarity with Indian tax laws, regulations, and financial planning strategies specific to the Indian market.

- Proven track record of achieving sales targets and building a successful client portfolio.

- Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously.

(ref:iimjobs.com)

  • Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    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...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    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...

  • 15h Left: Wealth Manager

    3 weeks ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    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...

  • Wealth Advisor

    7 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    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,...

  • Wealth Management Specialist

    5 days ago

    Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time

    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...

  • Wealth Management

    3 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    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...

  • Wealth Management

    3 weeks ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    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...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India upGrad Rekrut Full time

    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 &...

  • Asset Management Professional

    7 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Career Opportunity at Nuama WealthWe are seeking an experienced professional to join our team as a Wealth Manager. As a key member of our organization, you will be responsible for building strong relationships with partners to drive sales growth.Job Responsibilities:1. Acquiring and managing partners to generate sales for various financial products.2....

  • Financial Solutions Manager

    7 days ago

    Mumbai, Maharashtra, India Nuvama Wealth Full time

    Wealth Management ExpertiseNuama Wealth is one of India's leading wealth and asset management firms, with a strong presence across 450+ locations in India and overseas. Our robust governance framework ensures that we deliver best-in-class outcomes for our clients.Role Highlights:1. Manage and acquire partners to drive sales for various financial products,...

  • Wealth Manager

    1 week ago

    Mumbai, Maharashtra, India Karyarth Full time

    Job DescriptionRole: 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...

  • Wealth Manager

    2 weeks ago

    Mumbai, Maharashtra, India Karyarth Full time

    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...

  • Wealth Management

    1 week ago

    Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full time

    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...

  • Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager. 2 to 4+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities: • Experience in Wealth Management Company/ division • Client first approach with focus on providing the...

  • Fund Manager

    3 weeks ago

    Mumbai, Maharashtra, India GoldStandard Wealth Full time

    Company DescriptionGoldStandard Wealth is a SEBI Registered Portfolio Management startup focused on democratizing portfolio management. The company caters to eligible individuals, offering them a foundation to launch their Fund Management careers without any net-worth criteria and technological & physical infrastructure requirements. So whether you're a...

  • Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Talent Corner HR Services Pvt Ltd Full time

    Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.2 to 4+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

  • SMIFS - Wealth Manager - Private Wealth Segment

    7 days ago

    Mumbai, Maharashtra, India SMIFS LIMITED Full time

    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...

  • Private Wealth Manager

    7 days ago

    Mumbai, Maharashtra, India Equentis Full time

    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...

  • Wealth Relationship Manager

    2 weeks ago

    Mumbai, Maharashtra, India Kotak Mahindra Bank Full time

    Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

  • Wealth Manager

    2 weeks ago

    Navi Mumbai, Maharashtra, India Paradise Placement Consultancy Full time

    Responsibilities :  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby the branch and...