Private Wealth Advisor

Happy to present a senior role with a fast growing fintech in the wealth management domain. Our client is growing exponentially in their journey to become a unicorn by 2024-2025 **Greetings from SearchLight HR Pvt. Ltd!!!** We are a professionally managed Executive search company with experience in building successful careers and successful organizations....

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform.Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

Currently we have anexcellent opportunity with a fast growing SEBI registered fintechin the wealth management domain. The company is growingexponentially in their journey to become a unicorn by 2024 25. Theclient has 12 Lakh registered customers on their fintechplatform. Totalemployee headcount 400 employees (PanIndia)HeadOffice 8 Offices in Mumbai Delhi...

RetailSales Advisor is a person who is bestowed with the responsibilityof wealth creation for clients to wish to create wealth usingdisciplined ways of investingin equities.The SWC/SSWC is responsible for interactions with potentialcustomers over calls for most part of his/her day for sellingcompany s product/offerings. Since this form of selling isdependent...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

Role & Responsibilities: Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio...

Job entails building up relationships with Asset Managers, Private Banks, Investment Advisors, and WealthManagers located in the India and abroad for investments into India (Equity, Mutual funds, Derivatives,Debt, AIFs & unlisted) under the FPI / FDI route. Also, global investments (listed and unlisted investments).It also requires a good understanding of...

PositionRelationship Manager Private Banking JobPurposeToenhance business development as per the set objectives of the bankand ensure quality service to the customers through wealthmanagementtechniquesRole &Responsibilities Acquisition of new Ultra HNI clients ( AUM INR 100Crores) for Third Party (Wealth) and Banking Products.Ensure Customer level...

Executive - Wealth and Responsibilities:- Should have understanding regarding the transaction processing of Product of Equity, Fixed Income and Mutual Funds.- Work on timely delivery of data and manage the TAT of all given operational activities.- Knowledge of reconciliation for various asset class like Equity & Mutual of a Degree but a PG degree...

ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...

ASSET & WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm’s primary investment area, we provide investment and advisory services for some of the world’s leading pension plans, sovereign wealth funds, insurance...

**Private Banking Advisor**: **Job ID**:R0206774**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2023-01-24**Location**:MumbaiOur values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive...

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based...

As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/Bengaluru- Tp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio...

Manager - Wealth Role and Title:Private Wealth Managers reporting to Director or Managing Director.- The Job title would be Manager / Assistant Vice President / Vice President depending on the seniority of the candidate.- The Candidate should be an MBA / CA / CFA with good knowledge of capital markets as well as client handling.- Experience ranging from 5 to...

Finance Mumbai _Mumbai_ May 19, 2023 - May 19, 2024 PMS **Job Overview**: - **Office Location (Area) **Mumbai - **Salary Offer **Open for discussion - **Required Education **Graduation in any field; MBA in Finance would be added advantage - **Course Type **Full Time - **Min Required Experience (Years) **10 - **Max Required Experience (Years)...

Job Description Department: Customer Interaction (Sales) Position: HNI/UHNI/ Wealth Manager – Customer Interaction Experience : 5 to 7 years required in handling HNI/UHNI’s Location: MUMBAI Reporting to: Chief Business Officer We are looking for HNI’s/UHNI’s Wealth Manager who can contact HNI’s/UHNI’s over the...

**Private Banking Advisor**: **Job ID**:R0293400**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-18**Location**:Mumbai**Position Overview**: **Job Title - **Private Banking Advisor, AS** **Location - Mumbai, India** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across...