Head of Wealth Management

About the internship:Selected intern's day-to-day responsibilities include: 1. Write research articles2. Prepare a presentation of the client's portfolio3. Help with the execution of the orders4. Conduct meetings with the clients > Only those candidates can apply who: 1. are available for full time (in-office) internship 2. can start the internship...

Key Responsibilities:- AMC + wealth management experience required* with team management background- Supervise Team Leads and oversee Relationship database- Generate fresh leads through references to expand the clientele- Conduct regular feedback and review sessions to boost business volume and acquire new clients- Coach and mentor sales team to attain...

Job Description for Preferred Relationship Manager WealthSUMMARY: The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of...

ABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

About Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and...

About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...

Our Hiring Philosophy:" Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us."About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate projects...

This opportunity is for a fast growing MNC BankAcquire and upgrade quality Treasures clients in the branch location areas Engage with existing customers to deepen the wallet share through retention and growth of AUM. Accountable for achieving monthly & annual volume and revenue objective, as agreed. Ensure activation of e-Channels (I-Banking / M-Banking/...

Our Hiring Philosophy:Having a Can-Do Attitude, Embracing Continuous Learning and Growth, Striving for Excellence, and Showing Dedication are essential values for us.About FincityFincity is a Real Estate Wealth Management platform managing over Rs. 500Cr in Assets Under Management, specializing in generating returns from investments in Commercial Real Estate...

Our Company's Values:"Positive Attitude, Willingness to Learn and Grow, Dedication to Excellence are crucial to us."About FincityFincity is a Real Estate Wealth Management platform with assets under management exceeding Rs. 500Cr. Our focus lies in delivering returns through investments in Commercial Real Estate and structured financing of real estate...

Mandatory:AMC + wealth management combo experience*team handling exp.To manage a team of Team Leads, Relationship database, generation of fresh leads through reference to shore up the clienteleRegular feedback and review sessions with the team to improve business volume and New client acquisitionTo coach & mentor the sales team and lead them to achieve the...

Stack 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 the wealth...

The candidate gets a chance to be in the client facing role He/ She gets a chance to work with the leadership team About Our Client The client is one of the leading financing platform in India Job Description Capital Raising: Lead efforts to secure investments from Limited Partners (LPs) for in-house credit funds across multiple markets. ...

About this role:Wells Fargo is seeking a...In this role, you will: Participate in low to moderately complex Wealth Underwriting initiatives in support of highnetworth portfolio management;identify opportunities for process improvement within scope of responsibilities Review, analyze, and evaluate borrower formation documents and trust documents to determine...

Job role Wealth Content Manager(Marketing)Job Location BangaloreWork mode work from officeWorking days 5 daysKindly Fill this Google From with your updated & correct details to helpyou profile get processed further: Who are we:Kuvera.In is India's first free direct MF investment platform, trusted by more than 16 lakh investors with over Rs 50,000 crore in...

About usStack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to the emerging affluent of India. We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realise their financial dreams. We are looking for a rockstar videographer who can spearhead...

About us Stack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to the emerging affluent of India. We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realise their financial dreams. We are looking for a rockstar videographer who can spearhead...

About usStack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to the emerging affluent of India. We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realise their financial dreams. We are looking for a rockstar videographer who can spearhead...

About Us: The Analytics & Information Management (AIM) focuses on driving transformation across Citi in various functions to create actionable intelligence for our business leaders. We are a rapidly growing organization collaborating with Citi businesses and functions globally. Role & Responsibilities: The analyst will be part of the US consumer wealth...

About this role:Wells Fargo is seeking a...In this role, you will: Participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management;identify opportunities for process improvement within scope of responsibilities Review, analyze, and evaluate borrower formation documents and trust documents to...