Private Wealth Manager

Happy to present a senior role with a fast growing fintech in the wealth management domain. Our client is growing exponentially in their journey to become a unicorn by 2024-2025 **Greetings from SearchLight HR Pvt. Ltd!!!** We are a professionally managed Executive search company with experience in building successful careers and successful organizations....

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform.Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform. Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

Role & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...

Manager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru- Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

Wealth Manager Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client Meetings or Virtual Presentations to clients.- To conduct and assist in organizing...

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and WealthManagers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives,Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).It also requires a good understanding of...

PositionRelationship Manager Private Banking JobPurposeToenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniquesRole &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products.Ensure Customer level...

Provide financial solutions to the wealth customers while maintaining high service standards.Maintain complete customer profile including the risk profile, demographics and assets in the bank.Enrich relationships and garner higher wallet share through customer engagement activities.Deepen the existing relationships by cross selling the Banks products and...

Provide financial solutions to the wealth customers while maintaining high service standards.Maintain complete customer profile including the risk profile, demographics and assets in the bank.Enrich relationships and garner higher wallet share through customer engagement activities.Deepen the existing relationships by cross selling the Banks products and...

ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...

ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...

Job Description Department: Customer Interaction (Sales) Position: HNI/UHNI/ Wealth Manager – Customer Interaction Experience : 5 to 7 years required in handling HNI/UHNI’s Location: MUMBAI Reporting to: Chief Business Officer We are looking for HNI’s/UHNI’s Wealth Manager who can contact HNI’s/UHNI’s over the...

Finance Mumbai _Mumbai_ May 19, 2023 - May 19, 2024 PMS **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **Open for discussion - **Required Education **Graduation in any field; MBA in Finance would be added advantage - **Course Type **Full Time - **Min Required Experience (Years) **10 - **Max Required Experience (Years)...

Talent Profile : Product Location : Mumbai Qualifications: MBA/ PGDM from Tier 1 B-school CA/CFA degree must Work Experience (highlight) : 5-10 year experience in Product Development and Management with Wealth/Asset Management Companies Experience with product management and new product launches Core Purpose of the Role : ...

Company DescriptionCircle Wealth Advisors Private Limited is a boutique fee-based financial planning and wealth management firm that works with a niche clientele as their personal CFO. Our purpose is to empower clients to achieve their financial aspirations.Role DescriptionThis is a full-time on-site role for a Relationship Manager located in Mumbai. The RM...