Private Wealth Management Specialist

4 weeks ago

Bengaluru, Karnataka, India Centricity WealthTech Full time
Company Description
Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients' interests rather than employers' changing priorities. Centricity provides a consistent family office experience across emerging affluent, affluent, and high net worth investors. As a boutique by design and an institution by default, we prioritize stability and client-centric services.
Role Description
This is a full-time on-site role for a Private Wealth Management Specialist, located in Bengaluru. The specialist will be responsible for providing personalized financial planning, managing investments, and conducting thorough financial analysis. Day-to-day tasks include developing and implementing investment strategies, creating financial plans, communicating effectively with clients, and staying updated on market trends and financial products.
Qualifications
  • Strong Financial Planning and Investment Management skills
  • Excellent Analytical Skills and Finance knowledge
  • Effective Communication skills for client interactions
  • Relevant industry certifications (e.g., CFP, CFA) are a plus
  • Bachelor's degree in Finance, Economics, or related field
  • Ability to work independently and as part of a team
  • Proficiency in financial software and tools
  • Experience in wealth management or related field is preferred

  • Private Wealth Management Specialist

    3 weeks ago

    Bengaluru, Karnataka, India Centricity WealthTech Full time

    Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...

  • Private Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/Mumbai Position: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...

  • Private Wealth Manager

    4 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/Mumbai Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. 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. 2. Build up the sales funnel via...

  • Wealth Management Advisor

    4 days ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Senior Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Nuvama Wealth Full time

    Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Private Wealth Manager

    1 day ago

    Bengaluru, Karnataka, India AstaGuru Prive´ Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Building Client Relationships: Develop and maintain strong relationships with high-net-worth clients, acting as their trusted advisor.Personalized Wealth Management Plans: Create customized wealth management plans based on clients' risk tolerance, time horizons, and financial objectives.Investment Advice: Provide expert investment advice and recommend...

  • Asset & Wealth Management - Private Bank Lending, Underwriting - Analyst - Bengaluru

    3 days ago

    Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

  • Asset & Wealth Management - Private Bank Lending, Underwriting - Vice President – Bengaluru

    2 weeks ago

    Bengaluru, Karnataka, India Goldman Sachs Full time

    Wealth ManagementAcross Wealth Management Goldman Sachs helps empower clients and customers around the world to reach their financial goals Our advisor-led wealth management businesses provide financial planning investment management banking and comprehensive advice to a wide range of clients including ultra-high net worth and high net worth individuals...

  • Private Bank Technology

    3 days ago

    Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Job Description Asset & Wealth Management DivisionAcross Asset and Wealth Management (AWM), Goldman Sachs helps empower clients and customers around the world reach their financial goals. The Private Wealth management (PWM) business within Asset & Wealth Management division provides comprehensive Investment Management services and advice across a full...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India equentis Full time

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...