Sr Client Partner-Private Wealth

Senior Client Partner - Private Wealth We are seeking a highly experienced Senior Client Partner - Private Wealth to join our team. The ideal candidate will have a proven track record in Private Wealth Management or Private Banking, with expertise in managing and growing high-net-worth (HNW) client portfolios. Key Responsibilities: Acquire, manage, and grow...

Job Title:We are seeking a seasoned Sr. Client Partner-Private Wealth to join our dynamic team at a Securities and Broking Firm.About the Role:The ideal candidate will have a proven track record in Private Wealth Management or Private Banking, with expertise in managing and growing high-net-worth (HNW) client portfolios.Able to acquire, manage, and grow an...

Job Description:  About the RoleWe are seeking a highly experienced Senior Client Partner - Private Wealth to join our team. The ideal candidate will have a proven track record in Private Wealth Management or Private Banking, with expertise in managing and growing high-net-worth (HNW) client portfolios.  Main Responsibilities:- Acquire, manage, and grow...

Private Wealth Manager – HNI/Ultra HNI AdvisoryAbout the Role:We are hiring for a Private Wealth Manager who will play a crucial role in advising HNI and Ultra HNI clients on investment strategies. The ideal candidate should have a deep understanding of financial markets, a strong track record in investment portfolio management, and exceptional...

Job Overview:We are hiring for a Senior Client Partner – Private Wealth position at our Securities and Broking Firm.Key Performance Indicators:Achieve revenue growth targets through effective portfolio management and client acquisition.Maintain a strong understanding of market trends and competitor activity.Stay up-to-date with industry developments and...

OverviewWe are a Securities and Broking Firm looking for a skilled professional to lead our Private Wealth Management efforts. Our ideal candidate is someone with a strong background in Private Banking and a proven track record of success in managing high-net-worth client portfolios.Main Objectives- To acquire and manage a significant AUM portfolio by...

Emkay Wealth Management - Senior Private Banker/Team Lead - Wealth Management Senior Private Banker/Team Lead - Wealth ManagementJob description:- To develop short term and long-term sales strategies for the Wealth Management Business in line with the overall strategic goals of the organization and Department.- To establish standardized and efficient sales...

Job SummaryWe are seeking a seasoned Private Wealth Manager to join our team at a Securities and Broking Firm. The ideal candidate will have a strong track record of success in managing high-net-worth client portfolios and a deep understanding of investment products and financial markets.Main Responsibilities:- Acquiring and managing AUM portfolios for HNW...

About Us:Our Securities and Broking Firm is a leading provider of financial services, with a focus on Private Wealth Management and Private Banking.What We Offer:A collaborative and dynamic work environment.Opportunities for professional growth and development.A competitive compensation package, based on experience and performance.Responsibilities:Acquire,...

Role DescriptionThis is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office. The associate will assist the wealth advisor in many areas of our financial planning practice, including...

About the Company :- AUM Capital is a leading Asset Management Company (AMC) with pan-India presence and managing assets of more than INR 25,000+ Crores, catering to Large Corporates Treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country is hiring "Wealth Relationship Manager" professionals at Bengaluru, Delhi,...

Private Equity PE AssociateJoin our private equity PE team at Grant Thornton and play a crucial role in building strong relationships with our key private equity clients Our team brings together the skills of subject matter experts and customer success managers to provide strategic guidance to private equity account leaders and sales professionals This...

Senior Manager/Associate Vice President - Business Development - AIF Sales - B2B Oister Global (www.oisterglobal.com) is India's premier Alternative Assets Manager. We combine robust diligence, deep domain expertise, and an extensive network to create high quality private market opportunities for our investors.We are looking for seasoned sales professionals...

Experience: 8-12 Years Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years...

Experience: 8-12 Years Abakkus Asset Manager Private Limited Abakkus is an alpha focused asset manager managing ~INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors. In just 6 years...

Profile: Regional Head Private WealthPosition Overview: We are seeking a dynamic and experienced RH to join our team. As an Regional Head, you will be responsible for providing sophisticated investment advice and managing sales Team for Wealth products and curated solutions to HNI/UHNI clients. The ideal candidate will possess a deep understanding of...

Profile: Regional Head Private WealthPosition Overview: We are seeking a dynamic and experienced RH to join our team. As an Regional Head, you will be responsible for providing sophisticated investment advice and managing sales Team for Wealth products and curated solutions to HNI/UHNI clients. The ideal candidate will possess a deep understanding of...

Profile: Investment Counsellor / Private Wealth ManagerLocation: KolkataExperience: Minimum 8 years in investment management, wealth advisory, or financial servicesEducation: Master's Degree from an accredited collegeCTC: 15 LPA+  Job Summary:The Investment Counsellor / Private Wealth Manager will be responsible for providing tailored investment solutions...

Job Purpose The purpose of the job is to be responsible for building and nurturing strong long-lasting relationships with high-net-worth clients providing them with expert financial advice and personalized wealth management solutions The role requires a deep understanding of financial markets investment products and a commitment to delivering...

Job SpecificationsRole Designation Sr AdvisorDepartment PCGFunction AdvisoryReporting to Group Advisory Leader-PCGLocation KolkataJob PurposeResponsible to Brokerage generation primarily through advising HNI clientson their Equity Derivative portfolio New client acquisition for Broking Investment products - PMS MF Fixed Income and Insurance on as...