Wealth Manager/Relationship manager

3 weeks ago

Ellore, Andhra Pradesh, India IntelliInvest Full time
Company Description

IntelliInvest provides a comprehensive suite of investment strategies tailored to optimize clients' wealth. Leveraging advanced technology and data analytics, IntelliInvest caters to a wide range of clients, from individual investors to institutions. Key offerings include model portfolios for different risk profiles, AI-driven portfolio insights, proprietary market indicators, and automated investment solutions. IntelliInvest's approach combines deep market expertise with technology to empower clients with robust, data-backed strategies for long-term wealth creation.

Role Description

This is a full-time hybrid role for a Wealth Manager/Relationship Manager located in Gurugram, with some work from home acceptable. The Wealth Manager/Relationship Manager will be responsible for developing and managing client relationships, providing tailored financial advice, creating and overseeing investment strategies, and ensuring clients meet their financial objectives. The role includes performing market analysis, financial planning, and offering continuous support to clients.

Qualifications
  • Financial Planning, Finance, and Insurance skills
  • Investment Management and Investments skills
  • Excellent analytical and problem-solving abilities
  • Strong communication and interpersonal skills
  • Ability to work both independently and as part of a team
  • Experience in the financial services or investment industry is advantageous
  • Bachelor's degree in Finance, Economics, Business, or a related field
  • Relevant certifications such as CFP, CFA, or similar are a plus

  • Wealth Manager

    1 week ago

    Ellore, Andhra Pradesh, India beBeeRelationship Full time ₹ 8,00,000 - ₹ 20,00,000

    Senior Portfolio AdvisorWe are seeking a skilled Senior Portfolio Advisor to join our team. This role involves building and maintaining strong relationships with high net worth clients, converting qualified leads into managed portfolios, and advising clients on investment opportunities across mutual funds, equity, and wealth management products.Key...

  • Relationship Manager

    1 week ago

    Ellore, Andhra Pradesh, India FinnovationZ Full time

    Company DescriptionIkashi Wealth is a premier end-to-end wealth advisory firm dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through personalized investment strategies.Our expertise spans Mutual Funds, Equity, Portfolio Management, and Comprehensive Wealth Solutions.With a client-first approach, we focus on building...

  • Strategic Wealth Manager

    3 days ago

    Ellore, Andhra Pradesh, India beBeeWealth Full time ₹ 50,00,000 - ₹ 5,00,00,000

    Senior Relationship ManagerJob Overview:We are seeking a seasoned Senior Relationship Manager to build and maintain strong relationships with family offices and ultra-high net worth individuals.Responsibilities:Client Acquisition & Relationship Management: Foster long-term relationships with key clients, identifying new business opportunities and expanding...

  • Private Wealth Manager

    1 week ago

    Ellore, Andhra Pradesh, India beBeePrivate Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    About the RoleThis position is a crucial part of our Private Sector Banking team, focusing on acquiring High Net Worth and Ultra High Net Worth clients and building strong relationships with the bank.The role involves selling investment and insurance products as well as other banking services to Private Banking clients to generate fee...

  • Wealth Manager Specialist

    2 weeks ago

    Ellore, Andhra Pradesh, India beBeeWealth Full time ₹ 1,00,00,000 - ₹ 2,00,00,000

    We are seeking experienced professionals to join our team in wealth management and private banking.Job Description:To acquire affluent clients through strategic networking and relationship-building.Maintain strong relationships with existing clients, generating assets under management (AUM) from preferred clients and advising on investment strategies to...

  • Senior Affluent Wealth Relationship Manager

    2 days ago

    Ellore, Andhra Pradesh, India beBeeRelationship Full time ₹ 17,00,000 - ₹ 28,00,000

    Job DescriptionWe are seeking a Senior Affluent Wealth Relationship Manager to join our team. In this role, you will be responsible for building and maintaining strong relationships with high net worth individuals and families.You will work closely with clients to understand their financial goals and provide tailored investment solutions to meet their needs....

  • Customized Wealth Manager

    1 week ago

    Ellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 15,19,695 - ₹ 20,94,974

    Personalized Wealth StrategistWe offer tailored wealth management solutions to meet the unique financial needs and goals of our clients. With extensive experience, our dedicated professionals provide a range of investment options for high net-worth individuals and corporate entities.Key Responsibilities:Develop and implement customized wealth management...

  • High-Net-Worth Wealth Management Expert

    4 days ago

    Ellore, Andhra Pradesh, India beBeeWealth Full time ₹ 4,50,00,000 - ₹ 6,50,00,000

    Job TitleSenior Vice President - Wealth ManagerAbout the PositionThe Senior Vice President will oversee a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions. This is an individual role requiring a strong personal network, deep product knowledge, and a track...

  • Global Wealth Director

    3 days ago

    Ellore, Andhra Pradesh, India beBeeWealthDirector Full time ₹ 1,50,00,000 - ₹ 2,50,00,000

    Unlock Global Investment Opportunities with UsA platform that empowers retail investors to easily invest in mature markets like the US.We provide a data-driven solution that allows you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment...

  • Senior Financial Advisor Private Wealth

    4 days ago

    Ellore, Andhra Pradesh, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,01,00,000

    **Job Title: Private Wealth Manager**We are seeking a highly skilled and experienced wealth manager to join our team. As a private wealth manager, you will be responsible for building and maintaining relationships with high-net-worth individuals, understanding their financial goals and objectives, and providing personalized wealth management solutions...