Wealth Manager

About This RoleAt our organization, we are seeking a highly skilled Wealth Manager to join our team. This is an exciting opportunity for an experienced professional to take on a challenging role and make a meaningful contribution to our company.The ideal candidate will have a strong background in finance and wealth management, with excellent communication...

Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...

Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia Clients 4 Acquiring and...

About Wealth Management We are a rapidly growing financial services firm focused on delivering customized investment solutions to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).We offer a comprehensive range of wealth management instruments, including equity, mutual funds, Portfolio Management Services (PMS), Alternative...

About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

Private Wealth Management ProfessionalAt our organization, we are seeking an experienced Private Wealth Manager to join our wealth management division. As a key member of the team, you will be responsible for acquiring and advising High Net Worth Individual (HNI) clients.The ideal candidate will have prior experience working in wealth management firms,...

About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

Job Title: Chief Manager- Wealth ManagementWe are seeking a skilled and experienced Chief Manager- Wealth Management to join our team. The successful candidate will be responsible for managing client relationships, developing solutions to meet client needs, and increasing revenue through strategic planning.Job Description:The ideal candidate will have a...

About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

Job Title: Private Wealth ManagerAs a Private Wealth Manager, you will play a pivotal role in guiding high net worth individuals and families to achieve their financial objectives.The ideal candidate will have extensive experience in portfolio management, banking, wealth management, and/or financial advisory services.Craft bespoke investment strategies...