Virtual Wealth Manager
1 month ago
Company Information :SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation preservation protection and transmission catering both domestic (Mumbai) and international (Dubai) clients.
Experience: 48 YearsSalary : 4 10 LPALocation : Andheri ( East)No. of Rounds: 2Mode of Interview: F2FShift Timing: General ShiftNotice Period: Immediate Joiner
Responsibilities: Client Relationship Management: Develop and maintain strong longterm relationships with clients through virtual channels ensuring personalized and efficient service delivery. Personalized Financial Planning: Create and implement tailored financial plans that align with clients risk profiles financial goals and timelines offering strategic advice on investments retirement and estate planning. InvestmentAdvisoryandPortfolioManagement:Provideexpertadviceonvariousinvestment products monitor and rebalance portfolios and optimize investment strategies to meet clients financial objectives. Technological Proficiency: Utilize advanced digital tools wealth management software and virtual advisory platforms for client engagement portfolio tracking and financial analytics. ComplianceandRegulatoryKnowledge:Ensurealladvisoryservicescomplywithrelevant Indian financial regulations including SEBI and RBI norms while staying updated on market trends and product offerings. Must have Skills: Financial Product Market trend Client portfolio Handled HNI clients Portfolio management Client relationship management Investment Advisory Financial planning Crossselling and Upselling
management,wealth,portfolio management,financial planning,client relationship management,cross-selling and up-selling,client portfolio,market trend,investment advisory,handled hni clients,financial product,upselling and cross-selling
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Virtual Wealth Manager
7 days ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Title: Virtual Wealth ManagerJob Summary:A Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology, digital banking, and the increasing need for personalized financial...
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Virtual Wealth Manager
3 weeks ago
mumbai, India Zyvka Full timeJob Title: Virtual Wealth ManagerCompany Information :SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation preservation protection and transmission catering both domestic (Mumbai) and international (Dubai) clients.Experience: 48...
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Virtual Wealth Manager
7 days ago
mumbai, India Zyvka Full timeJob Title: Virtual Wealth ManagerCompany Information :SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation preservation protection and transmission catering both domestic (Mumbai) and international (Dubai) clients.Experience: 48...
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Virtual Wealth Manager
6 days ago
Mumbai, India Zyvka Full timeJob Title: Virtual Wealth ManagerCompany Information :SATCO Wealth Pvt Ltd. is a rapidly expanding boutique wealth firm with over 150 years of cumulative experience among senior management. The company specializes in wealth creation preservation protection and transmission catering both domestic (Mumbai) and international (Dubai) clients.Experience: 48...
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Virtual Wealth Manager
6 days ago
Mumbai, India PEOPLEOCITY LLP Full timeA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology digital banking and the increasing need for personalized financial advice in a convenient virtual setting. Heres a...
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Virtual Wealth Manager
1 month ago
Mumbai, India Zyvka Full timeJob Title: Virtual WealthManagerCompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.Experience:48 YearsSalary :...
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Virtual Wealth Manager
3 weeks ago
mumbai, India PEOPLEOCITY LLP Full timeA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology digital banking and the increasing need for personalized financial advice in a convenient virtual setting. Here s a...
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Virtual Wealth Manager
1 month ago
Mumbai, India PEOPLEOCITY LLP Full timeA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology digital banking and the increasing need for personalized financial advice in a convenient virtual setting. Here s a...
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Virtual Wealth Manager
7 days ago
mumbai, India PEOPLEOCITY LLP Full timeA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology digital banking and the increasing need for personalized financial advice in a convenient virtual setting. Here s a...
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Virtual Wealth Manager
1 month ago
mumbai, India Zyvka Full timeJob Title: Virtual WealthManagerCompanyInformation :SATCO Wealth PvtLtd. is a rapidly expanding boutique wealth firm with over 150years of cumulative experience among senior management. The companyspecializes in wealth creation preservation protection andtransmission catering both domestic (Mumbai) and international(Dubai)clients.Experience:48 YearsSalary :...
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Virtual Wealth Manager
2 months ago
Mumbai, India PEOPLEOCITY LLP Full timeA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology, digital banking, and the increasing need for personalized financial advice in a convenient, virtual setting. Here’s...
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Virtual Wealth Manager
2 months ago
mumbai, India PEOPLEOCITY LLP Full timeA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology, digital banking, and the increasing need for personalized financial advice in a convenient, virtual setting. Here’s...
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Virtual Wealth Manager
2 months ago
Mumbai, India PEOPLEOCITY LLP Full timeJob DescriptionA Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology, digital banking, and the increasing need for personalized financial advice in a convenient, virtual...
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Virtual Wealth Manager
2 months ago
Mumbai, India PEOPLEOCITY LLP Full timeAVirtual Wealth Manager in India provides financial advisoryservices remotely through digital platforms helping clients managetheir wealth and achieve financial goals. This role is growing inprominence due to advancements in technology digital banking andthe increasing need for personalized financial advice in aconvenient virtual setting. Here s a detailed...
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Virtual Wealth Strategist
2 weeks ago
Mumbai, Maharashtra, India Zyvka Full timeJob Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...
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Wealth manager
2 weeks ago
Mumbai, India Nuvama Wealth Full timeCompany Description 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...
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Wealth Manager
2 weeks ago
mumbai, India Nuvama Wealth Full timeCompany 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...
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Wealth Manager
4 weeks ago
Mumbai, India Nuvama Wealth Full timeCompany 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...
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Senior Virtual Wealth Strategist
1 week ago
Mumbai, Maharashtra, India Zyvka Full timeJob Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...
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Wealth Management Professional
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
