Wealth Manager

Job Title: Product Trainer-Wealth ProductsWe are seeking a skilled professional to empower our Relationship Managers with knowledge, tools, and certifications.The ideal candidate will deliver comprehensive training sessions on wealth management products and services tailored for High Net-Worth Individuals and institutional clients.Main responsibilities...

Job Title: Experienced Wealth StrategistAt deVere Group, we're seeking a skilled Wealth Manager to join our team. Our company strives to make a positive impact on clients' financial well-being through personalized advice.The successful candidate will have the opportunity to work closely with individual clients, leveraging licenses in multiple countries to...

We are seeking a speaker to deliver corporate-level learning sessions focusing on the intersection of Ai technology and responsible practices, sustainability & financial & digital wealth management.The ideal candidate has experience in this space, is passionate about driving learning and inspiring working professionals, and can deliver 45–60 minute...

Financial StrategistWe are seeking a highly skilled and experienced Financial Strategist to provide personalized financial solutions to high net-worth individuals, retail clients, corporate houses, and financial institutions.Key Responsibilities:Understand and address clients' financial needs and goalsDevelop comprehensive wealth management strategiesProvide...

Senior Portfolio ManagerWe are seeking an experienced Senior Portfolio Manager to join our team.This role involves providing high-quality investment advice and personalized service to clients, with the goal of helping them achieve their financial objectives.The ideal candidate will have a strong background in the stock broking industry, with 10+ years of...

About the RoleWe're seeking a driven Financial Advisor who excels at building relationships and closing deals. You'll be the face of our wealth management platform, helping clients make informed investment decisions while growing their wealth.

Strategic Growth PartnerWe are seeking a highly skilled and dynamic individual to drive business growth through strategic partnerships across the wealth management industry.The ideal candidate will possess experience in financial services, particularly in wealth management, banking, or investments, and have a proven track record of building strong...

Position Name - Risk ManagerLocation - Worli, MumbaiExperience Range - 7-10 yrsMandatory Requirement:7 - 10 years of experience in risk management, preferably within an investment management or financial services organization.Responsible for identifying, assessing, and mitigating market, credit, operational, liquidity, and regulatory risks by implementing...

Job DescriptionThe role of Assistant Treasury Manager involves supporting the treasury operations for a global travel platform.Assist in cash management, banking operations, and forex risk mitigation.Manage relationships with all financial institutions.Support in setting up/updating internal policies, controls, and procedures.Prepare and monitor company cash...

Job Title:Cash Management SpecialistWe are seeking an experienced professional to interact with high-net-worth individuals, family offices, and corporate treasuries.About the Role:We are looking for a Cash Management Specialist to gauge their investment interests in fixed income products.The ideal candidate will oversee marketing efforts, including creating...