Wealth Manager

Wealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

Company DescriptionInCred Wealth is an agile wealth management company committed to delivering world-class investment services and solutions to Indian clients globally. We cater to UHNI and HNI clients with an extensive range of investment products backed by thorough research, advanced technology, and a dedicated team. Our services include investment...

Responsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus

Overview: We are seeking a skilledContent Writerwith a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...