Wealth Manager

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...

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...

Nuama Wealth OverviewAt Nuama Wealth, we strive to provide exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their financial goals and objectives.Functional Responsibilities/KPIs:1. Building strong relationships with partners to generate sales for various financial products,...

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

Exciting Career Opportunities in Wealth Management & PMS Sales [multiple opportunities]We are hiring for topWealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking OutfitsacrossMumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities) We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If you're looking to elevate your career in the financial services industry, we have fantastic roles for you...

Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...

Career Opportunity at Nuama WealthWe are seeking an experienced professional to join our team as a Wealth Manager. As a key member of our organization, you will be responsible for building strong relationships with partners to drive sales growth.Job Responsibilities:1. Acquiring and managing partners to generate sales for various financial products.2....

Wealth Management ExpertiseNuama Wealth is one of India's leading wealth and asset management firms, with a strong presence across 450+ locations in India and overseas. Our robust governance framework ensures that we deliver best-in-class outcomes for our clients.Role Highlights:1. Manage and acquire partners to drive sales for various financial products,...

Role: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...

Job DescriptionRole: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA...

Service Head WM (No Sales Role, Only Service) team handling role Broad JD / Skills Responsibilities Previous experience in Wealth Management Operations & servicing client investment requirements. Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc. Back-end support & co-ordination with...

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. 2 to 4+ 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...

Company DescriptionGoldStandard Wealth is a SEBI Registered Portfolio Management startup focused on democratizing portfolio management. The company caters to eligible individuals, offering them a foundation to launch their Fund Management careers without any net-worth criteria and technological & physical infrastructure requirements. So whether you're a...

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.2 to 4+ 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...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...

Location : Lower Parel, Mumbai 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 Client...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...