Private Wealth Manager

Wealth Strategist OpportunityHigh net worth individuals rely on wealth strategists to secure their financial futures. This pivotal role encompasses capital market expertise, client acquisition and retention, and portfolio diversification through expert investment advice.Diligent relationship building with affluent clients, focusing on wealth growth and...

**Job Description:**We are seeking a Private Wealth Manager to join our team. This is a full-time on-site role that requires the candidate to be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.Our ideal candidate will have...

About this RoleWe are seeking a Private Wealth Manager to acquire high net worth individuals and build business relationships.Key Responsibilities:Bring in new private banking clients through exceptional sales and marketing skills.Nurture and manage customer relationships, delivering tailored wealth management solutions.Sell investment and insurance products...

Job Title: Relationship Manager – Mumbai Location: Region - MumbaiDepartment: Sales and Client AcquisitionReporting to: Regional HeadAbout 9Point Capital9Point Capital is India's first regulated digital asset management company, pioneering secure, compliant, and innovative pathways for Indian investors to access global digital assets. Through offerings...

Portfolio Management Internship OpportunityZe Theta Algorithms Private Limited is a FinTech start-up developing innovative AI tools.About the RoleWe seek a talented student intern for a Portfolio Manager role.This internship offers an extraordinary opportunity for a self-driven, financially skilled student with an eye for investment analysis and advisory.Key...

As a Fund Manager, you will be responsible for managing investment portfolios, analyzing market trends, and making informed investment decisions. Your role is crucial in driving the performance of the funds under your management, and you will play a key part in maintaining and enhancing client relationships. The ideal candidate has a strong analytical...

We're expanding our Relationships Department and seeking dynamic professionals who can engage with HNI clients and provide high-quality wealth management services.Key Responsibilities:Build and maintain strong relationships with HNI clientsConvert qualified leads into managed portfoliosAdvise clients on investment opportunities across Mutual Funds, Equity,...

Job RoleWe are seeking an experienced professional to co-manage private markets solutions, drive portfolio construction and execution, and provide strategic oversight.The ideal candidate will have a proven track record in institutional investment management, multi-asset team collaboration, and expertise in evergreen or semi-liquid fund structures and...

Outbound BDR Lead RoleAt our organization, we are looking for an experienced BDR Team Lead to join our team and help us scale our top-of-funnel efforts.This is a unique opportunity to lead a team of 10 Business Development Representatives (BDRs) focused on pipeline generation for our fastest-growing segment. The ideal candidate will have a proven track...

Portfolio Manager OpportunityWe are seeking a highly skilled portfolio manager to join our team. The successful candidate will be responsible for managing portfolio details of various private equity funds, analyzing PE Funds performance, and tracking operational KPIs.Key Responsibilities:Manage portfolio details of various private equity funds.Analyze PE...