Private Wealth Sales Specialist

We are seeking an experienced Private Wealth Sales Specialist to join our team at Team Geek Solutions Private Limited. The successful candidate will possess a strong background in wealth management, private banking, and portfolio management, with a proven track record of delivering exceptional results.Key Responsibilities:Manage and deepen the financial...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

**Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

Location - Mumbai - Lower Parel. Position : Wealth Manager Private Wealth. Broader Role / Responsibilities:. Acquisition of Wealth Clients:.- Wealth Manager will be responsible for acquiring & advising HNI clients. of Affluent & Super Affluent client base from the existing pool of clients within. the company will be given.- Build up the sales funnel via...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...

Job Title: Global Private Banker and Wealth ManagerJob Summary: We are seeking a highly skilled Global Private Banker and Wealth Manager to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for managing high-net-worth clients and delivering exceptional customer...

Role SummaryWe are seeking a skilled Wealth Management Specialist to join our team at Team Geek Solutions Private Limited. As a key member of our wealth management team, you will be responsible for managing high net worth individuals and providing expert financial advice to help them achieve their financial goals.Key Responsibilities:- Acquire and advise...

Company 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...

Company 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...

Company 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...

Job Description9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Global Wealth Management Specialistto join our team. As a Global Wealth Management Specialist, you will be responsible for client onboarding, periodic KYC reviews, and risk management. The ideal candidate will have a Post-graduate/Graduate degree in Finance,...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...

Nuvama 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...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Seeking professionals who are passionate about making a career in sales and analytics. If you have 2-3yrs experience in sales support and analytics and have managed Private Wealth/ UHNI client portfolios, we would like to hear from you! UHNI Client outreach Client Meetings Portfolio Analytics Sales support Working with a senior Private Banking team

Seeking professionals who are passionate about making a career in sales and analytics.If you have 2-3yrs experience in sales support and analytics and have managed Private Wealth/ UHNI client portfolios, we would like to hear from you!UHNI Client outreachClient MeetingsPortfolio AnalyticsSales supportWorking with a senior Private Banking team