Mumbai Wealth Roles

Our company offers high net worth clients personalized wealth management services. These solutions are designed to meet their unique financial needs and goals.Key Responsibilities:We identify and address our clients' financial requirementsDevelop tailored wealth management strategies for each clientProvide investment guidancePerform tasks such as financial...

Financial Services AssistantOur organization is seeking a highly motivated and detail-oriented Financial Services Assistant to join our team. As an intern, you will gain hands-on experience in client servicing and wealth management, with opportunities for professional growth.Support various client servicing and operational functionsAssist with onboarding,...

Product Training SpecialistAbout the Role:We are seeking a dynamic and experienced Product Trainer to join our organization. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve...

Job Overview:We are seeking a seasoned wealth professional with a strong background in the stock broking industry to assume this key role.Responsibilities:Develop and maintain relationships with clients to understand their investment objectives and risk tolerance.Provide tailored investment advice and recommendations to clients based on their individual...

Job Title: Portfolio StrategistPosition OverviewThe Portfolio Strategist plays a pivotal role in delivering personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their portfolios align with their long-term objectives.Key...

Administrative Management RoleThis is a full-time on-site position for an Administrative Manager, based in Mumbai to handle responsibilities across UAE, India and Mumbai. The successful candidate will oversee daily administrative operations, manage office supplies and resources, coordinate with executive office, operations, HR and commercial departments to...

Job TitleWe are seeking a dynamic Wealth Management Professional to join our team. The ideal candidate will have excellent communication skills and the ability to build strong relationships with High Net-Worth Individuals (HNIs).About the RoleThis role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client...

Private Banking SpecialistAbout the RoleThis is an exceptional opportunity to acquire and manage high-net-worth clients, building lasting relationships with our esteemed customers.The successful candidate will be responsible for selling a range of investment and insurance products, generating fee income through wealth solutions.We are looking for an...

Business Development LeadWe are seeking a dynamic professional to drive business growth and expansion.Key Responsibilities:BUILD STRONG PARTNERSHIPS WITH WEALTH MANAGERS, IFAS & INSTITUTIONS.WORK ACROSS INVESTMENT PRODUCTS, STARTUP FUNDING & ESTATE PLANNING.CONTRIBUTE TO DEAL STRUCTURING, MARKET STRATEGY & CLIENT SERVICING.REPRESENT US AT KEY INDUSTRY EVENTS...

Employment Type: Part-timeExperience: 3+years preferred in Banking / Wealth Management / Investment Advisory / FundraisingCTC: 9 LPAWork mode: RemoteJob descriptionWe are seeking a professional with strong experience in banking, wealth management, or investment advisory to drive fundraising initiatives for our technology firm. The role involves connecting...