Partner - Wealth Management
7 days ago
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 like residential apartments. We currently have an active base of 1,000+ retail investors, HNIs, UHNIs and Family offices.
About the RoleFincity is looking to scale its business and for that, we aim to bring in the best wealth experts to be a part of our team.
Those who have passionately built successful portfolios of India's wealthy and ultra-wealthy with the client's best interests at heart will find the perfect opportunity at Fincity.
Responsibilities:
Business Development :
Build a client base of HNI/UHNI clients and provide solutions based on their requirements and goal
Investor Relations :
Maintain strong relationships with existing and potential investors. Prepare and deliver investor presentations, reports, and updates. Address investor inquiries and provide timely information on investment performance and strategy.
Portfolio Management:
Monitor and manage the performance of existing investment properties. Develop and implement asset management strategies to enhance property value and maximize returns. Prepare and present regular portfolio performance reports to senior management and investors.
Team Collaboration:
Work closely with the acquisitions, finance, and asset management teams to ensure alignment of investment strategies and objectives. Mentor and develop junior team members, providing guidance and support in their professional growth.
Key Requirements:
8+ years of sales experience in institutional Sales, Retail Sales(IFA/ND Channel), Wealth Management, AIF/PMS/AMC Sales.
Excellent communication skills and telephone etiquettes with pleasing personality.
Ability to perform in target target-driven environment
-
Wealth Management Internship
2 months ago
Bengaluru, Karnataka, India Vinca Wealth Full timeAbout 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...
-
Head of Wealth Management
1 week ago
Bengaluru, Karnataka, India Tech Mahindra Full timeJob Title: Head of Wealth & Asset ManagementExperience: 15-25 yearsPositions: 1 noWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysJob Description: Head of Wealth & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of Wealth Management, Asset...
-
Asset and Wealth Management
1 week ago
Bengaluru, Karnataka, India Goldman Sachs Full timeABOUT 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...
-
Wealth Manager
7 days ago
Bengaluru, Karnataka, India Michael Page Full timeThe 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. ...
-
Wealth Manager
7 days ago
Bengaluru, Karnataka, India Anand Rathi Share and Stock Brokers Ltd Full timeJob 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...
-
Wealth Management
1 week ago
Bengaluru, Karnataka, India 12542 Citicorp Services India Private Limited Full timeAbout 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...
-
Asset and Wealth Management
1 week ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout 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...
-
Asset and Wealth Management
1 week ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout 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...
-
Senior Wealth Manager
1 week ago
Bengaluru, Karnataka, India Fincity Full timeOur 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...
-
Senior Wealth Manager
1 week ago
Bengaluru, Karnataka, India Fincity Full timeOur 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...
-
Wealth Mangement
1 week ago
Bengaluru, Karnataka, India JPMorgan Chase Bank, N.A. Full timeOrganization DescriptionJ.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions with client assets of $4.1 trillion. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment...
-
Lead Wealth Underwriter
7 days ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout this role:The Residential Real Estate Alliance provides full-service, consistent and high quality underwriting and decisioning support to the WFHL High Net Worth Mortgage and ACO Mortgage teams.In this role, you will:Lead complex initiatives including those that are cross-functional with broad impact and act as a key participant in large-scale planning...
-
Sales Associate
7 days ago
Bengaluru, Karnataka, India Stack Wealth Full timeStack 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...
-
Wealth Underwriter
1 week ago
Bengaluru, Karnataka, India Wells Fargo Full timeAbout 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...
-
Bengaluru, Karnataka, India Goldman Sachs Full timeABOUT 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...
-
Wealth Content Manager
1 week ago
Bengaluru, Karnataka, India Kuvera. in Full timeJob 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...
-
Videographer
1 week ago
Bengaluru, Karnataka, India Stack Wealth Full timeAbout 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...
-
Videographer
1 week ago
Bengaluru, Karnataka, India Stack Wealth Full timeAbout 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...
-
Videographer
1 week ago
Bengaluru, Karnataka, India Stack Wealth Full timeAbout 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...
-
Wealth Underwriter
7 days ago
Bengaluru, Karnataka, India WELLS FARGO BANK Full timeAbout 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...