Private Wealth Relationship Manager

About BugleRock Capital BugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

About us IME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

Job Title: Wealth Management & Asset Management Experience: 11-15 years Positions: 2 nos Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Budget: 35L as CTC Notice Period: within 45 days Job Description: Wealth Management & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep...

Provide financial solutions to the wealth customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the bank. Enrich relationships and garner higher wallet share through customer engagement activities. Deepen the existing relationships by cross selling the Banks products and...

Job Description Die Bank für eine Welt im Wandel - gestalte mit BNP Paribas das Banking von Morgen! Unser Kunde ist eine führende europäische Bank mit internationaler Reichweite. Sie ist mit mehr als 193.000 Mitarbeitenden in 68 Ländern vertreten, davon nahezu 147.000 in Europa. Den Kund:innen wird zusätzlich zum modernen Online-Banking durch selbst...

Job Description Job Role: Requirement for a Relationship Manager who shall be responsible for Acquiring and managing HNI and UHNI clients’ banking and investment requirements and will help clients achieve with their financial goals through strategic portfolio analysis and suggesting them the right investment products . The role requires the candidate to...

Company DescriptionGOODWILL WEALTH MANAGEMENT PVT LTD is a leading financial services provider in India. Founded in 2008, the company has established itself as the best commodity House and boasts the Largest Distribution Network in the industry. GOODWILL WEALTH MANAGEMENT offers a wide range of financial services and investment solutions to its...

Company Overview: Wealth Way Auxiliary Training Pvt Ltd is a leading provider of training and development solutions in the finance and investment sector. Our mission is to empower individuals with the knowledge and skills needed to achieve financial success. As part of our growth strategy, we are seeking talented individuals to join our team as Telecalling...

The Relationship Manager serves as a primary point of contact for customers, providing personalized banking services and solutions to meet their financial needs. This role involves building and maintaining strong relationships with customers, offering guidance on banking products and services, and ensuring customer satisfaction and retention. Job...

Company Description Alpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products. Role Description This is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...

*About Us:*   Ckredence Wealth is the innovational growth of Chirag Investments as a comprehensive wealth management services provider. Established in 1987, Ckredence wealth is a trusted industry player with 40+ dedicated employees. With three branches Surat-Mumbai-Baroda, we deliver exceptional Financial solutions, Our success is driven by a commitment...

Company Description J Shiv Devcon Pvt Ltd is a dynamic company located in Indore, Madhya Pradesh. We specialize in Finance, Investment, and Construction, combining innovation with tradition to create successful projects. With a focus on reshaping industries and redefining standards, we are passionate about building the future. Role Description This is a...

Role: Relationship Manager About the Job Investment Advisory Sales & Business Development A funded fast-growing personal finance advisory platform looking for bright & growth-oriented candidates who will work directly with the founders as part of the core team. Candidate Eligibility Criteria ● Acquiring clients on investment planning, goal-based...

**Job Title: Business Analyst -Wealth** ***About Us** - “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with _**_Consultancy of the year in the _**_British Bank Award_**_ and has been ranked _**_Top 100 Best Companies for Women in India 2022 by _**_Avtar & Seramount_**_. With our presence across 32 cities across...

PM-Wealth Management at Capco India Job Title: Project Manager-Retail/Wealth Management Domain About Us “Capco, a Wipro company, is a global technology and management consulting firm. Awarded with Consultancy of the year in the British Bank Award and has been ranked Top Best Companies for Women in India by . With our presence...

Job Description Open Position: Personal Banker, Banca & Wealth (Banking Industry)   One of the reputable Banks in Malaysia is looking for Personal Banker, Banca & Wealth to join them in the following states:JohorMelaka KedahKuala LumpurPenangPerakSabahSarawakSelangor  Key responsibilities include: Build and maintain a close relationship with banking...

Job Description The Wealth Administrator's role is to ensure that all work related to long-term assurance, gap cover, medical aid, wellness programmes and investment administration is done efficiently and timeously in accordance with company and insurer guidelines. The Wealth Administrator will take instructions from the Financial Planner, Product Provider,...

Location: South Kolkata Requirement: The candidate needs to have minimum 3-5 years' experience in wealth management. The candidate needs to be both NISM and IRDA certified with active certifications. Minimum education qualification is graduation . The following are the specifications for the role: The candidate should be a proven performer with...

Job Description Open Position: Investment Manager, Digital (Wealth Management Organisation) An established Wealth Management Organisation in Malaysia is looking for Investment Manager, Digital to join the team and be based in the Kuala Lumpur office.Key requirements include: Bachelor’s Degree in Business Administration, Accounting, Economics, Finance, or...

OPENING AT ATIVIR FINANCIAL CONSULTANTS PRIVATE LIMITED Company Profile: Ativir Financial Consultants Private Limited is a SEBI Registered Category -I Merchant Banking Firm engaged in Business and Investment Advisory Services, Credit Appraisal, Project Financing, Equity Research, Valuation and Financial Due Diligence. The Company focuses on Debt...