Wealth Manager

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job DescriptionCompany DescriptionFisdom Private Wealth is a venture of Fisdom, Indias leading wealth-tech company, providing HNIs with a reliable technology platform for wealth management. The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.Role DescriptionThis is a...

Company OverviewFisdom Private Wealth is a leading wealth-tech company in India, providing high net worth individuals with a reliable technology platform for wealth management.The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth clients.Job ResponsibilitiesThis full-time on-site role...

Company OverviewFisdom Private Wealth is a leading wealth-tech company providing high-net-worth individuals with a reliable technology platform for wealth management.The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.

Company Overview:Fisdom Private Wealth is a leading wealth-tech company in India, providing high net worth individuals with a reliable technology platform for wealth management. The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.Role Description:This full-time on-site role...

We are looking for an experienced Wealth Management Specialist to join our team at Emkay Wealth Management. This role involves building relationships with high net worth individuals and providing them with tailored financial solutions.Key Responsibilities:Acquire new customers with a minimum investable surplus of 1 Cr. - 5 Cr.Develop short-term and long-term...

About Ares Wealth Management SolutionsWe are a leading provider of wealth management solutions, driven by our core values of Collaborative, Responsible, Entrepreneurial, Self-Aware, and Trustworthy. Our purpose is to be a catalyst for shared prosperity and a better future.

Wealth ManagerClient Relationship Management: Build and maintain strong, long-term relationships with high net worth clients.Financial Planning: Develop and implement comprehensive financial plans tailored to clients' individual needs and objectives, including retirement planning, estate planning, and tax optimization.Investment Management: Provide expert...

Ares Wealth Management Solutions is committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within our exciting and growing industry.We are seeking a skilled Wealth Management Compliance Professional to join our team. In this role, you will be...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities)We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Financial Planning and Investment Management skillsRelationship Management & Wealth Management Experience, with an ability to move AuMExperience in Investments and FinanceKnowledge of Insurance productsExcellent communication and interpersonal abilitiesThis role involves financial planning, investment management, managing investments, finance, and insurance...

Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. 6 – 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute. Self-starter, proactive &...

Wealth Management Specialist As a seasoned wealth management professional, you will be accountable for developing and implementing integrated plans that cater to the unique needs of high-net-worth clients. Your primary objective will be to create bespoke strategies that address their goals in wealth creation, preservation, and enhancement through in-depth...

**Job Summary:**We are seeking a skilled National Training Manager to lead the creation of custom training deliverables in support of new programs, system processes, technology releases, and firm initiatives.The Training Design and Development Team creates innovative personalized learning experiences for the firms Wealth Management field audiences. Our goal...

The Training Design and Development Team creates custom learning solutions for the firms Wealth Management field audiences. Training materials cover a range of topics including systems training, product support, and career development. This role will focus primarily on leading the creation of custom training deliverables in support of new programs, system...

Wealth Management at HSBC is a key area of focus, and as a Wealth Management Professional, you will play a critical role in delivering world-class solutions to retail and private clients. Your primary responsibility will be to develop and manage needs-based solutions covering foreign exchange, deposit, investment, insurance, and financing products.Key Skills...

Wealth Relationship Manager :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.2 to 4+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

Service Head WM (No Sales Role, Only Service)team handling roleBroad JD / SkillsResponsibilities- Previous experience in Wealth Management Operations & servicing client investment requirements.- Hands-on experience in Documentation, empanel with distributors, understanding KYC norms, compliance related matters etc.- Back-end support & co-ordination with...