Wealth Manager

12 hours ago

New Delhi, India AQM Technologies Full time

Job Title: Test Engineer – Wealth Operations Location: Ghatkopar, Mumbai Experience: 1–5 Years Employment Type: Full-timeJob Description: We are looking for a motivated and detail-oriented Test Engineer (Wealth Operations) to support testing of back-office and middle-office systems in the Wealth Management domain. This role suits professionals from wealth operations or financial services who wish to build a career in software testing. Comprehensive training in manual testing and QA methodologies will be provided.Key Responsibilities: Perform manual functional testing of wealth management systems (Wealth Spectrum, Miles Software, or similar). Understand business and operational workflows for Mutual Funds, PMS, AIFs, Bonds, and Insurance. Create and execute test cases, report defects, and track issues using test management tools. Participate in UAT (User Acceptance Testing) and assist in issue verification and closure. Apply domain knowledge in areas like portfolio reconciliation, transactions, NAV validation, and compliance reporting. Contribute to test documentation and process improvements.Required Skills & Qualifications: 1–5 years of experience in wealth/portfolio operations, financial services, or IT support. Understanding of wealth management products — Mutual Funds, PMS, AIFs, Insurance, Bonds, etc. Strong analytical, problem-solving, and communication skills. Detail-oriented with an interest in software testing and quality assurance. Willingness to undergo training in manual testing.Preferred Qualifications: Familiarity with PMS or wealth management tools (Wealth Spectrum, Miles Software, or similar). Basic understanding of SDLC/STLC and software testing concepts. Knowledge of SEBI, RBI, FATCA, and other wealth management regulations.What We Offer: Full training in manual testing and QA processes. Exposure to critical wealth management applications and operations. Collaborative work environment with domain and QA experts. Career growth opportunities in QA, business analysis, or domain consulting.

  • Senior Wealth Manager

    1 week ago

    New Delhi, India Nuvama Wealth Full time

    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...

  • Senior Wealth Manager

    1 week ago

    New Delhi, India Nuvama Wealth Full time

    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...

  • Senior Wealth Manager

    2 weeks ago

    New Delhi, India Nuvama Wealth Full time

    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...

  • Wealth Manager

    3 weeks ago

    New Delhi, India Finovia Wealth Pvt Ltd Full time

    Company 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)...

  • Wealth Manager

    3 weeks ago

    New Delhi, India Finovia Wealth Pvt Ltd Full time

    Company 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)...

  • Leadership - Wealth Management

    2 weeks ago

    New Delhi, India Wealth Management Firm Full time

    Confidential 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...

  • Relationship Manager – Wealth Management

    1 week ago

    New Delhi, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 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...

  • Relationship Manager – Wealth Management

    2 weeks ago

    New Delhi, India UpperCrust Wealth Pvt.Ltd. Full time

    Top 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...

  • Wealth Manager

    3 weeks ago

    Delhi, India Finovia Wealth Pvt Ltd Full time

    Company 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)...

  • Senior Wealth Manager

    1 week ago

    Delhi, Delhi, India Nuvama Wealth Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    We're Hiring: Experienced Senior Wealth Managers – B2B SegmentAre you a seasoned Wealth Manager passionate about helping people make smarter financial decisions? We're expanding our B2B Wealth Management team and looking for professionals who can work closely with our business partners—to guide their clients in building tailored portfolios and...