Current jobs related to Wealth Management Consultant - gurugram - deVere Group
-
Wealth Manager
3 days ago
gurugram, India Planify Capital Limited Full timeJob descriptionPlanify is on the lookout for a highly skilledAs a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of...
-
Wealth Manager
3 days ago
Gurugram, India Planify Capital Limited Full timeJob descriptionPlanify is on the lookout for a highly skilledAs a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of...
-
Wealth Manager
3 days ago
Gurugram, India Planify Capital Limited Full timeJob descriptionPlanify is on the lookout for a highly skilledAs a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding of...
-
Wealth Manager
3 days ago
Gurugram, India Planify Capital Limited Full timeJob description Planify is on the lookout for a highly skilled As a Wealth Manager, you will be responsible for managing and growing high-value client portfolios, providing personalized financial advice, and helping clients achieve their long-term financial goals. We are looking for someone who is passionate about wealth management, has a deep understanding...
-
Product Manager
5 days ago
gurugram, India Findoc Full timeJob Summary: We are seeking an experienced and driven Product Manager - Wealth to lead the strategy, development, and growth of our wealth management products, including Mutual Funds, IPOs, Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and other related financial products . The ideal candidate will be responsible for...
-
Product Manager
2 weeks ago
Gurugram, India Findoc Full timeJob Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products.The ideal candidate will be responsible for acquiring new...
-
Product Manager
2 weeks ago
Gurugram, India Findoc Full timeJob Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products.The ideal candidate will be responsible for acquiring new...
-
Product Manager
5 days ago
gurugram, India Findoc Full timeJob Summary:We are seeking an experienced and driven Product Manager - Wealth to lead the strategy,development, and growth of our wealth management products, including Mutual Funds, IPOs,Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and otherrelated financial products.The ideal candidate will be responsible for acquiring new...
-
Product Manager
2 weeks ago
Gurugram, India Findoc Full timeJob Summary: We are seeking an experienced and driven Product Manager - Wealth to lead the strategy, development, and growth of our wealth management products, including Mutual Funds, IPOs, Bonds, Fixed Deposits (FDs), Insurance, PMS (Portfolio Management Services), and other related financial products . The ideal candidate will be responsible for...
-
Senior Manager
1 month ago
Gurugram, India Prospurts Full timeJob Description/ ResponsibilitiesWorking with a partner in managing the client accounts.Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting...
-
Senior Manager
1 month ago
Gurugram, India Prospurts Full timeJob Description/ ResponsibilitiesWorking with a partner in managing the client accounts.Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting...
-
Manager-Transfer Pricing
1 month ago
Gurugram, India Acquara Management Consultant Full timeJob Description: Manager Finance - Transfer PricingEmployment Type: Full TimeMinimum Work Experience: 3 - 5 Years post qualification.Minimum Education Level: CAPosition Overview – Manager, Transfer PricingWe are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered...
-
Manager-Transfer Pricing
1 month ago
Gurugram, India Acquara Management Consultant Full timeJob Description: Manager Finance - Transfer PricingEmployment Type: Full TimeMinimum Work Experience: 3 - 5 Years post qualification.Minimum Education Level: CAPosition Overview – Manager, Transfer PricingWe are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered...
-
Manager-Transfer Pricing
5 days ago
gurugram, India Acquara Management Consultant Full timeJob Description: Manager Finance - Transfer PricingEmployment Type: Full TimeMinimum Work Experience: 3 - 5 Years post qualification.Minimum Education Level: CAPosition Overview – Manager, Transfer PricingWe are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered...
-
Manager-Transfer Pricing
1 month ago
Gurugram, India Acquara Management Consultant Full timeJob Description: Manager Finance - Transfer Pricing Employment Type: Full Time Minimum Work Experience: 3 - 5 Years post qualification. Minimum Education Level: CA Position Overview – Manager, Transfer Pricing We are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a...
-
BajajCapital - Premier Wealth Manager
4 weeks ago
Gurugram, India Bajaj Capital Full timeDesignationManager/ Sr ManagerWealth Management. Job Profile:.- Develop and provide solutions to the client's basis their requirements.- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles.- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM.-...
-
Assistant Manager-Transfer Pricing
5 days ago
gurugram, India Acquara Management Consultant Full timePosition Overview – Assistant Manager, Transfer Pricing (CA/ MBA). We are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered Accountant or an MBA with 2-3 years of hands-on experience in reputed consulting firm. This role will involve providing expert consulting...
-
Assistant Manager-Transfer Pricing
1 week ago
Gurugram, India Acquara Management Consultant Full timePosition Overview – Assistant Manager, Transfer Pricing (CA/ MBA).We are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered Accountant or an MBA with 2-3 years of hands-on experience in reputed consulting firm. This role will involve providing expert consulting...
-
Assistant Manager-Transfer Pricing
5 days ago
gurugram, India Acquara Management Consultant Full timePosition Overview – Assistant Manager, Transfer Pricing (CA/ MBA).We are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered Accountant or an MBA with 2-3 years of hands-on experience in reputed consulting firm. This role will involve providing expert consulting...
-
Assistant Manager-Transfer Pricing
1 week ago
Gurugram, India Acquara Management Consultant Full timePosition Overview – Assistant Manager, Transfer Pricing (CA/ MBA).We are looking for a highly motivated and experienced Transfer Pricing Professional to join our dynamic team. The ideal candidate will be a Chartered Accountant or an MBA with 2-3 years of hands-on experience in reputed consulting firm. This role will involve providing expert consulting...
Wealth Management Consultant
3 months ago
Company Description
deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $15 billion under management and more than 80,000 clients in over 100 countries. With 70 offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group. Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.
Role Description
This is a full-time on-site role for a Wealth Management Consultant located in Gurugram. The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients. Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.
Responsibilities:
- Conduct Market research
- Meeting clients and completing holistic financial planning
- Building and maintaining solid client relationships
- Implementing Wealth Management strategies for your clients
- Identify new business opportunities.
- Prospecting via Networking and Marketing
Qualifications
- NISM Series X, Level 2 qualified Investment Advisors required.
- Strong background in financial planning and finance
- Experience in retirement planning and consulting
- Knowledge of the investment industry and various investment products
- Excellent communication and interpersonal skills
- Strong analytical and problem-solving skills
- Client-focused approach to providing financial advice
- Commitment to ongoing education and self-improvement
- Bachelor's degree
Please contact: with your CV and introduction. Unfortunately, not all candidates will be able to be contacted so thank you if you do apply. We will reach out to successful candidates for interview in due course.
