Sr Wealth Manager

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

Looking for Wealth Managers with atleast 8 years of relevant work experience

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...

Sr. 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.8+ 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...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Mumbai/PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer...

Client - Our client a leading NBFCPosition -Regional Head / Cluster Head - Wealth ManagementExperience - Wealth Management / Private BankingLocations - Delhi / Mumbai /Ahmedabad / Pune / KolkataExperience in Business Development, Portfolio Management & Client Relationship Management in the Financial Services sector.Responsible for driving teams to exceed...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

JOB DESCRIPTIONPosition TitleInvestment ManagerAbout NuvamaNuvama 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...

Company DescriptionBorderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and...