Private wealth management specialist
3 days ago
Company Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients' interests rather than employers' changing priorities. Centricity provides a consistent family office experience across emerging affluent, affluent, and high net worth investors. As a boutique by design and an institution by default, we prioritize stability and client-centric services. Role Description This is a full-time on-site role for a Private Wealth Management Specialist, located in Bengaluru. The specialist will be responsible for providing personalized financial planning, managing investments, and conducting thorough financial analysis. Day-to-day tasks include developing and implementing investment strategies, creating financial plans, communicating effectively with clients, and staying updated on market trends and financial products. Qualifications Strong Financial Planning and Investment Management skillsExcellent Analytical Skills and Finance knowledgeEffective Communication skills for client interactionsRelevant industry certifications (e.g., CFP, CFA) are a plusBachelor's degree in Finance, Economics, or related fieldAbility to work independently and as part of a teamProficiency in financial software and toolsExperience in wealth management or related field is preferred
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Private Wealth Management Specialist
1 week ago
Bengaluru, Karnataka, India Centricity WealthTech Full timeCompany Description Founded in January 2022, Centricity empowers finance and investment professionals aspiring to establish their independent practices. The platform offers a comprehensive SAAS-based investment management system with digital transactional capabilities for a diversified product suite. Wealth management professionals can focus on clients'...
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Private Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India Ingenetus Full timeCompany 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...
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Private Wealth Management Specialist
2 weeks ago
Bengaluru, Karnataka, India Centricity WealthTech Full time US$ 90,000 - US$ 1,20,000 per yearCompany DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals who are aiming to establish their independent practices. The platform provides a comprehensive SAAS-based investment management service, including digital transactional capabilities for a diverse product suite. By focusing on stability and the...
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Private Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India beBeeFinancial Full timeJob 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...
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Wealth Manager
1 week ago
Bengaluru, Karnataka, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Private Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager - Private Wealth Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via...
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Private Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...
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Private Wealth Advisor
1 week ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 15,00,000 - ₹ 25,00,000Job Title: Private Wealth Advisor">Job Summary:We are seeking a skilled Private Wealth Advisor to build and maintain strong relationships with high-net-worth individuals.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).You will be...
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Senior Wealth Manager
2 days ago
Bengaluru, Karnataka, India Nuvama Wealth Full timeJob DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...
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Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 5,00,000 - ₹ 10,00,000 per yearJob Description Wealth Management Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high...
