Global Wealth Manager
4 weeks ago
AVP /Senior Manager – WealthGurgaon | Hybrid Experience: 6–15 yearsAbout the Role:We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF, along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this role is for you.What You’ll Do:- Manage and grow high-value NRI & RI portfolios.- Craft investment strategies across MF, PMS & AIF.- Build long-term client trust through smart, data-driven advisory.- Stay ahead of market trends and product innovations.- Collaborate with cross-functional teams to enhance client experience.What We’re Looking For:- 6–15 years of hands-on experience in Wealth / Investment Advisory.- Strong track record managing NRI & RI clients.- Deep product knowledge across MF, PMS & AIF.- Great communicator, relationship builder, and self-starter.- SEBI/NISM certifications are a plus.Why Join Us:Work with a fast-growing fintech reshaping wealth for the new India.Hybrid setup. High ownership. Real impact.CTC - As per standard.
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Intern/Freshers - Wealth Operations
6 days ago
Gurgaon, Haryana, India InCred Wealth Full timeCompany DescriptionInCred Wealth is a modern, agile wealth management company with a mission to provide world-class investment services and solutions to Indian clients globally. We offer UHNI & HNI clients a comprehensive investment product suite powered by in-depth research, advanced technology, and delivered by a highly experienced team. Our products and...
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Wealth Manager
5 hours ago
Gurgaon, Haryana, India NexionPro Services Full timeJob Title: Wealth Relationship Manager (Wealth RM)Role OverviewWe are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks.Key ResponsibilitiesAcquire, manage,...
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Wealth Management Consultant
4 days ago
Gurgaon, Haryana, India deVere Group Full timedeVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial...
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Shriram Wealth
1 week ago
Gurgaon, India Shriram Wealth Limited Full timeLead/Sr. Market LeadJob Description:At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like -...
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Wealth Manager
4 weeks ago
Gurgaon, India Grip Invest Full timeKey Responsibilities- Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.- Prospect and onboard investment distributors / IFAs to expand product reach.- Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).-...
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CS-wealth management
1 week ago
Gurgaon, Haryana, India RMV Workforce LLP Full time ₹ 50,00,000 - ₹ 80,00,000 per yearJob Description:Wealth Management/Financial Analyst / Equity & Crypto Trading SpecialistLocation: GurgaonCustomer Support (Finance & Investment)Role Type: Full-timeExperience: At least 6 months of relevant exp is mandatoryEducation: Graduate &undergraduate both can applyWealth Management - Conduct in-depth analysis of equities, ETFs, cryptocurrencies, and...
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Business Analyst Wealth Management
1 week ago
Gurgaon, India Tata Consultancy Services Full timeGreetings from TCS!!!TCS Gurgaon hiring for Business Analyst Wealth Management !!!!!Role: Business Analyst Wealth ManagementExperience required: 6 to 10 yearsLocation:- GurgaonRequired functional Skillset:-Have strong functional background and understanding of Capital markets in general and Wealth Management domain in specificExperience in product...
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Partner-Wealth Management
1 week ago
Gurgaon, Haryana, India InvesTek Full timeInvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management...
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Partner-Wealth Management
5 hours ago
Gurgaon, Haryana, India Investek Full timeAbout Company-InvesTek - A next-generation FinTech transforming financial services through AI. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth management solutions to...
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Wealth Manager
2 weeks ago
Gurgaon, Haryana, India FundTQ Full time ₹ 10,00,000 - ₹ 15,00,000 per yearCompany DescriptionFundTQ is a premier investment banking firm, ranked among the top 5 in India. We are a team of seasoned professionals committed to delivering tangible financial impact and strategic growth for our clients. Our approach is performance-driven, focusing on executing transactions and driving measurable outcomes. We are built on trust,...