Private Wealth Management Specialist
4 weeks ago
Blusky Capital Management Private Limited is a well-established wealth management firm located in Ahmedabad. With over two decades of experience in the banking and finance industry, our team is highly skilled in providing comprehensive financial solutions to our clients. Our founder, Siddharth, has a strong background in both national and international finance, having worked with renowned banks such as HDFC Bank, Standard Chartered Bank, and Yes Bank. We prioritize ethics, discipline, performance, and responsibility in all aspects of our work.
This is a full-time on-site role for a Private Wealth Management Specialist. As a specialist, you will be responsible for providing tailored financial planning services to our high-net-worth clients. This includes conducting in-depth market analysis, developing investment strategies, managing client portfolios, and ensuring compliance with regulatory requirements. Your role will also involve maintaining strong communication with clients, understanding their financial goals, and providing them with personalized wealth management advice.
- Financial Planning and Investment Management skills
- Analytical skills
- Strong knowledge of finance and market trends
- Excellent communication skills
- Ability to build and maintain client relationships
- Attention to detail and accuracy in financial analysis
- Bachelor's degree in Finance, Economics, Business, or related field
- Industry certifications such as Chartered Wealth Manager® (CWM®) or relevant professional qualifications
- Experience in private wealth management is a plus
-
Sr Wealth Manager
4 weeks ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on
-
Sr Wealth Manager
1 week ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on
-
Sr Wealth Manager
3 weeks ago
Ahmedabad, India HR VENUE Full timeApply for Sr. Wealth Manager, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 6 Year of Experience on TimesJobs.com.
-
Wealth Relationship Manager
1 month ago
ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc.Ensure quality of sourcing by acquiring Potential Wealth Clients.Acquiring and...
-
Wealth Relationship Manager
1 month ago
Ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...
-
Wealth Relationship Manager
1 month ago
ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...
-
Wealth Relationship Manager
1 month ago
Ahmedabad, India Waytogo Consultants Full timeIncreasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium WealthRevenue generation through cross sell of business banking andwealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and...
-
Wealth Manager Team Leader
4 weeks ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Wealth Manager Team Leader, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for Year of Experience on
-
Wealth Manager Team Leader
3 weeks ago
Ahmedabad, India HR VENUE Full timeApply for Wealth Manager Team Leader, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 5 - 10 Year of Experience on TimesJobs.com.
-
Wealth Manger
4 weeks ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on
-
Wealth Manger
1 week ago
Ahmedabad, Gujarat, India HR VENUE Full timeApply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on
-
Wealth Manger
3 weeks ago
Ahmedabad, India HR VENUE Full timeApply for Wealth Manger, Maventor Advisor Private Limited in Ahmedabad ,Kolkata ,Nasik ,Bhubaneshwar for 3 - 5 Year of Experience on TimesJobs.com.
-
Wealth Advisor
1 month ago
Ahmedabad, Gujarat, India Sai Management Consultancy Full timeAhmedabad, Gujarat, India **Job Description**: Demat account and Retail accounts acquisition for equity, commodity, and currency. - Responsible for generating revenue from Third party product like Insurance, Bonds, FDs - Responsible for sales of other wealth Products like: Mutual Funds, PMS & AIF - Will need to be constantly updated with the...
-
▷ [3 Days Left] Wealth Relationship Manager
1 month ago
Ahmedabad, India Waytogo Consultants Full time- Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. will responsible for Premium Wealth- Revenue generation through cross sell of business banking and- wealth products like Trade Forex, Insurance, Investments, Retail Assets etc.- Ensure quality of sourcing by acquiring Potential Wealth Clients.- Acquiring...
-
Wealth Executive
2 months ago
Satellite, Ahmedabad, Gujarat, India Neuron Wealth Advisors LLP Full time**Who should apply?**: Anyone who is interested in Mutual Fund, Financial Planning, Wealth Management and/or working as a SEBI Registered Investment Adviser **Job Summary**: The job is related to Mutual Fund, Investments advisory, Financial Planning, and Wealth Management. There is NO SALES or TARGET or CALLING, but only managing and retaining acquired...
-
Cluster Head
2 months ago
Ahmedabad, India Talent Corner Full timeRoles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...
-
Family Office Rm- Wealth
1 month ago
Ahmedabad, India PhiBonacci Solutions Full time**SKILLS FRAMEWORK FOR FINANCIAL SERVICES SKILLS MAP** **- FAMILY OFFICE ADVISOR - WEALTH** **Sector **Financial Services - WEALTH Sales, After Sales, Distribution and **Track** **Occupation **Relationship Management Relationship Manager **Job Role Family Office RM-** **WEALTH** The Family Office - Wealth is responsible for advising and providing...
-
Wealth Advisor
3 weeks ago
Ahmedabad, Gujarat, India Wealthstreet Advisors Private Limited Full timeWe are one of the fastest growing wealth management group with diversified business verticals providing integrated wealth management solutions to Individuals and Corporates across India. We provide a wide array of financial services, all of them devised to suit your financial needs, from Equities, Mutual Funds, Fixed Income Instruments, Commodities,...
-
Associate
2 months ago
Ahmedabad, Gujarat, India Swatantra Wealth Full timeJob Title: Wealth Management Associate Company: Swatantra Wealth **Job Description**: As a Wealth Management Associate at Swatantra Wealth, you will be responsible for supporting our team in various aspects of wealth management operations. This role requires excellent organizational skills, strong attention to detail, and exceptional communication...
-
Wealth Executive
1 month ago
Ahmedabad, Gujarat, India Arihant Capital Markets Ltd Full timeJob Title: Wealth Executive Company: Arihant Capital Market Limited Location: Ahmedabad, India Salary Range: ₹15,000 to ₹25,000 per month Contact Person: Ashish Mishra Contact Information: Phone: 810861922 **Job Description**: Arihant Capital Market Limited, a prominent financial services provider, is currently seeking a dedicated and proactive...