Wealth manager

5 days ago

Bengaluru, India Equentis Full time

Location – Bangalore/MumbaiPosition: Wealth Manager Broader 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 Virtual Presentations to clients.3. To conduct and assist in organizing seminars, workshops and other businessdevelopment activities.4. Prior experience of working in a wealth management firms, Private banking,PMS Advisory, AIF Acquisition or High ticket MF Sales with exposure to HNIclient management.5. Minimum Entry level Portfolio amount would be Rs 1 crore and above.Advisory and Relationship Management6. Maintaining client relationships and generate Asset Under Management (AUM)from preferred clients.7. Advising Affluent clients in conjunction with the Research team , Financialplanning department , operations team etc on their existing investments andmanaging their overall financial portfolio and deepening the wallet from existingclients.8. To coordinate with product and research team for taking investment decision forthe clients.Candidate9. Good ability to analyse client data, identify trends, create lasting impressionsthrough impactful presentations are necessity for the job.10. Candidates having experience in managing HNI clients & good Personal andVirtual meeting skills may only apply.11. Impeccable sales skills to handle HNI clients.12. Good Sales negotiator and able to close high ticket sales.13. Good knowledge of Equity Markets and other Investment assets.

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    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...

  • Senior Wealth Manager

    6 days 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,...

  • Wealth Management Intern

    2 weeks ago

    Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 2,40,000 per year

    Location:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...

  • Wealth Manager

    4 days ago

    Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & responsibilitiesAcquisition of Wealth Clients: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.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...

  • Apply in 3 Minutes! Senior Wealth Manager

    5 days ago

    Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama 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,...

  • Wealth Manager

    6 days ago

    Bengaluru, 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...

  • Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • Wealth Management

    2 weeks ago

    Bengaluru, Delhi, Mumbai, NCR, India Intellectual Capital Hr Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...

  • Wealth Manager

    3 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...

  • Wealth Manager

    2 weeks ago

    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The...