Wealth Manager
3 weeks ago
About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We are constantly expanding our retail and PMS reach through fintech platforms and we require motivated, self-learning individuals to join our team and take up responsibilities.About the role We seek a dynamic and experienced Wealth manager to join our esteemed financial advisory team at Green Portfolio This role focuses on our new Shariah-compliant offerings. As a wealth manager, you will guide and support our clients in achieving their financial objectives.ResponsibilitiesBuilding and maintaining strong relationships with high-net-worth clients, understanding their financial goals, and providing tailored investment solutions.Engage with prospects interested in Portfolio Management Services (PMS) and Smallcase investments through various channels, including phone calls, messaging, or in-person meetings,Drive revenue growth by expanding client base, increasing assets under management, and cross-selling additional financial products and services.Developing and managing customized investment portfolios for client ensuring alignment with their risk tolerance, financial objectives, and market conditions.Conducting in-depth analysis of market trends, economic conditions, and investment opportunities to provide informed recommendations to clients.Working closely with other wealth managers, analysts, and support staff to deliver superior client service and achieve team objectives.Identifying and pursuing new business opportunities, including networkingQualifications 1-3 years of experience in Portfolio Management Services (PMS) with a solid understanding of various investing avenues and financial instruments. Proven ability to build and nurture client relationships, identify new clients, and enhance engagement with existing clientele. Graduation in finance, accounting, or economics is preferred. Excellent communication skills are essential for this client-facing role. While prior experience in PMS is valued, we welcome individuals with a strong inclination to learn and grow in the field of financial advisory.Benefits Competitive salary package with performance-based incentives. Opportunity to work with a diverse range of clients, including high-net-worth individuals and institutional investors. Ongoing professional development and training opportunities to enhance your skills and knowledge in finance. Collaborative and supportive work environment with opportunities for career growth and advancement.
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Senior Wealth Manager
2 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
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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Wealth Manager
1 week 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
4 days ago
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
4 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 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 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 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
1 week 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)...
