Private Wealth

Deliver exceptional results in a dynamic wealth management environment by leading clients to achieve their long-term financial goals.Job DescriptionAs a Private Wealth Manager, you will play a pivotal role in developing tailored investment strategies that cater to the unique needs and objectives of high net-worth individuals, corporate houses, and financial...

Job Title: Wealth Management Subject Matter ExpertWe are seeking an experienced professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer...

About the Job: The Relationship Manager -Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring channel partners, IFA/MFD's and managing & retaining such relationships by delivering the best standards of services. Roles & responsibilities: ● To acquire,...

Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo develop short term and long term sales strategies for the WM...

Private Wealth Manager Job DescriptionAs a private wealth manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.You...

Portfolio Manager for High-Net-Worth ClientsDirectly oversee a portfolio of affluent clients, providing end-to-end wealth management solutions.Key Responsibilities:Acquire and grow relationships with high-net-worth clients, family offices, and senior professionals.Act as a trusted advisor to clients, understanding their financial objectives, risk tolerance,...

Job DescriptionJob descriptionSome careers open more doors than others.If you're looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you...

We are seeking a highly skilled Financial Manager to oversee investment accounting operations. This role will play a critical part in ensuring the accuracy of financial data and supporting staff with complex tasks.About the RoleThis position is essential for maintaining the integrity of our financial systems and providing high-quality support to our team...

Job Title: Senior Financial Planning ManagerOverview:Lead the delivery of tailored financial planning services to high-net-worth clients.Responsibilities:Conduct in-depth financial assessments for clients, including cash flow analysis, investment planning, tax optimization, retirement planning, and estate planning.Develop and present comprehensive financial...

Investment Solutions RoleAs an Investment Solutions Specialist, you will work closely with our global Business Development team to provide analytical, reporting, and client solutions support. You will help serve some of the world's largest institutional investors, including pension funds, sovereign wealth funds, endowments, foundations, and private-wealth...