Relationship Manager – Wealth Management
11 hours ago
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 Team Learn directly from industry veterans and leaders who’ve managed crores in client portfolios. 4.Fast Growth, High Responsibility A boutique environment where your ideas get implemented and your work gets noticed. 5.Real Client Exposure & Real Impact Interact with HNIs, families, entrepreneurs, and NRIs — build practical wealth-advisory skills early.Position Overview: Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services.Key Responsibilities: 1. Client Relationship Management: o Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty. o Conduct regular client meetings to review portfolios, address concerns, and provide financial advice. o Understand client needs and offer personalized wealth management solutions to enhance their financial well-being. o Monitor client portfolios, ensuring alignment with their goals and suggest rebalancing if necessary.2. Business Development: o Identify new business opportunities and expand the client base. o Engage in active lead generation and networking to secure new clients and assets. o Conduct financial needs analysis and propose solutions tailored to clients’ financial aspirations. o Drive number of wealth management products, including mutual funds, insurance, structured products, and other investment solutions.3. Investment Advisory: o Provide sound investment advice based on market trends, client goals, and risk profiles. o Offer timely updates and insights on the market, investment strategies, and portfolio performance. o Advise clients on asset allocation and diversification, ensuring portfolio optimization.4. Compliance and Risk Management: o Ensure that all client interactions are compliant with regulatory guidelines and company policies. o Maintain accurate client records and manage documentation in adherence to compliance requirements.
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Leadership - Wealth Management
10 hours 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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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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Wealth Manager
5 days 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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Senior Wealth Manager/Private Banker
1 week ago
New Delhi, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker(SVP and above)to lead and grow ourHNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Relationship Manager
3 weeks ago
New Delhi, India 360 ONE Wealth Full timeRole Overview:An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey.Key Responsibilities:- Identify and onboard HNW clients through market research,...
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Wealth Manager
2 weeks ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
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Wealth Manager
7 days 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)...
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Senior Relationship Manager
2 weeks ago
New Delhi, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:- Acquire and manage...
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Senior Relationship Manager
2 weeks ago
New Delhi, India ISOLN Wealth Full timeJob Summary:We are seeking an experienced and dynamic Senior Relationship Manager to join our Wealth Management team. The ideal candidate should have a proven track record in managing HNI and Ultra-HNI clients, with strong relationship-building skills, comprehensive product knowledge, and a client-first approach.Key Responsibilities:- Acquire and manage...
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Wealth Manager
2 weeks ago
Delhi, India Dalmia Wealth Pvt Ltd Full timeCompany DescriptionDalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client.Role DescriptionDWPL is expanding its wealth distribution business and looking for driven Relationship Managers to onboard HNI, NRI,...
