Private Wealth

3 hours ago

Chandigarh India, India ICICIDirect Full time

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 alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, Equity
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.


Key Requirements:

  • Relevant experience of 12 - 20 years
  • Should have strong understanding of wealth management products, including AIFs and PMS.
  • Should have a proven track record of building and managing relationships with high-net-worth individuals.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

  • Private Wealth

    7 days ago

    chandigarh, India ICICIDirect Full time

    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...

  • Senior Wealth Manager

    3 hours ago

    Chennai, Tamil Nadu, India, Tamil Nadu 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...

  • Private Wealth

    6 days ago

    Chandigarh, India ICICIDirect Full time

    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...

  • Private Wealth

    14 hours ago

    Chandigarh, India ICICIDirect Full time

    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...

  • Hiring for Insurance Operations

    2 weeks ago

    Chandigarh, Chandigarh, India Tiger Wealth Private Limited Full time

    **About Us**:About Us**: Tiger Wealth Private Limited is a boutique wealth management firm with a strong presence in the industry since 2008. We proudly manage assets exceeding Rs.200 Crores for over 3000 clients, including 500+ High Net Worth Individuals (HNIs), corporates, families, and NRIs. Our office is located in Sector 9-D, Chandigarh. **Key...

  • Wealth Management

    2 weeks ago

    Bengaluru, India Goldman Sachs Full time

    Job Description Job Description Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net...

  • Private Banker

    8 hours ago

    Mumbai, India PluginLive Full time

    Job Description Job Title: Private Banker Location: Mumbai Company: Client Associates (CA) About Client Associates (CA): Client Associates is India's first and largest Multi-Family Office, advising HNI and UHNI families, business owners, and entrepreneurs for over two decades. CA is known for its client-first approach, personalized wealth solutions, and...

  • Insurance Executive

    2 weeks ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 1) 15 year old Wealth Management Firm in Sector 9, Chandigarh 2) Assets under Management - over Rs 100 Crores **Job Description: Service Executive - Insurance** **DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com or MBA 3 Experience...

  • Service Executive

    3 days ago

    Chandigarh, India Tiger Wealth Private Limited Full time

    **TIGER WEALTH PRIVATE LIMITED** SCO 48-49, Second Floor, Sector 9-D, Chandigarh - 160009 **Job Description: Service Executive - Insurance** **PARTICULARS DETAILS** 1 Location of Job Sector 9-D, Chandigarh 2 Qualification B. Com or MBA 3 Experience Minimum 1-3 Years 4 Compensation Monthly Rs 15,000/- to Rs 25,000/ - 5 Job Requirements 1) Maintaining...

  • Wealth Management Intern

    4 weeks ago

    India Zetheta Algorithms Private Limited Full time

    About the CompanyZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.About the RoleWe are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven, financially skilled student with an eye for...