Wealth Manager
2 weeks ago
Location:Chennai Industry:Wealth Management / Broking Experience Required:4 to 8 years Team Size to Manage:4–10 RMsRole Overview The Cluster Manager will lead a team of Relationship Managers and drive acquisition and servicing of HNI clients. The role involves growing AUM, strengthening client relationships and guiding the team on financial planning and investment strategies.Key Responsibilities • Manage and mentor a team of RMs to acquire and service HNI clients • Grow AUM through new client acquisition and deepening existing relationships • Support the team in portfolio reviews and investment advisory • Track the local Affluent and Super Affluent market for new business • Keep the team updated on market trends and available investment options • Work with the central research team on client-specific investment decisions • Participate in client events, workshops and business development activitiesRequired Experience & Background • Minimum 4–5 years in HNI Sales, Wealth Management or PCG Broking • Must have handled clients with 25 Lakhs+ investment capability • Previous team handling experience of at least 4 people • Strong stability in career (2–3 years average tenure per company) • Local market knowledge is mandatory • Should have earned incentives in past roles • Must be comfortable with field activity and individual contributionQualifications • Graduate or Postgraduate in Finance or Marketing • Certifications like CFP add advantagePreferred • Candidates from HNI Broking / PCG Desk / Private Banking setups • Strong understanding of financial markets and investment productsNot Eligible • Retail sales, telecalling, franchisee or online-only sales experience • Candidates interviewed and rejected earlierFor More Information: Komal B. / HR Team Phone/WhatsApp: +91 93289 59079
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Senior Wealth Manager
4 days ago
New Delhi, India Nuvama Wealth Full timeAbout 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...
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Wealth Manager
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New Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Wealth Manager
2 weeks ago
New Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
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Leadership - Wealth Management
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New Delhi, India Wealth Management Firm Full timeConfidential Leadership Opportunity – Leading Wealth Management FirmLocation: MumbaiExperience: 12–20+ YearsEmployment Type: Full-Time | Senior LeadershipAbout the OpportunityWe are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This is a...
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Relationship Manager – Wealth Management
6 days ago
New Delhi, India UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1.Biggest Wealth-Management Setup in Vadodara Work with one of the city’s strongest and fastest-growing financial teams. 2.Exposure to Every Major Investment Product PMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3.Work With the Largest & Most Experienced...
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Wealth Advisor
3 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Advisor
3 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South DelhiCompany: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Advisor
3 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor*Location: On-site:South DelhiCompany: M S Wealth*About Us:*M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm serves...
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Wealth Advisor
3 weeks ago
New Delhi, India M S Wealth Full time*Position: Wealth Advisor* Location: On-site: South Delhi Company: M S Wealth *About Us:* M S Wealth is a South Delhi–based wealth management and advisory firm specializing in the distribution of third-party financial products such as mutual funds, portfolio management services (PMS), alternative investment funds (AIFs), bonds, and insurance. The firm...
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Wealth Manager
2 weeks ago
Delhi, India Finovia Wealth Pvt Ltd Full timeCompany DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...
