Unique Wealth Strategies | Portfolio Manager – Wealth Management | india

Job Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...

Wealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...

Job Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...

Wealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...

Wealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...

Wealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...

Job DescriptionWe are seeking a highly skilled Strategic Sales Manager to join our team at Unique Wealth Strategies. As a key member of our organization, you will be responsible for providing dedicated support for our wealth management and insurance products.This role involves managing all aspects of client coordination, implementation, application,...

Job Summary: - Inside Sales ManagerVisit our Website: www.uniquewealthstrategies.comInside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and...

Job Summary: - Inside Sales Manager Visit our Website: Inside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and tracking necessary...

About Unique Wealth StrategiesWe are a leading insurance and wealth management company based in the US, dedicated to delivering exceptional client service and tailored solutions. Our team is passionate about helping individuals achieve their financial goals.Job OverviewThis is an exciting opportunity for a skilled Portfolio Manager to join our team and play...

Job Summary: - Visit our Website: We are seeking a results-driven and articulate Sales Manager to join our dynamic sales team. The ideal candidate will have demonstrated experience in engaging with high-net-worth individuals and a proven track record in the US market. This role focuses on cultivating relationships, driving sales growth, and providing...

Job Summary: -Visit our Website: www.uniquewealthstrategies.com We are seeking a results-driven and articulate Sales Manager to join our dynamic sales team. The ideal candidate will have demonstrated experience in engaging with high-net-worth individuals and a proven track record in the US market. This role focuses on cultivating relationships, driving sales...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Company Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job DescriptionWe are seeking a skilled Senior Financial Strategist to join our team at Unique Wealth Strategies.About the Role:You will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their...

Insurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers.Job Title: Insurance AdvisorVisit...

Insurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers. Job Title : Insurance Advisor...

About UsOne of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million. We...

Job Description:We are seeking a highly skilled Financial Planning Strategist to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will play a critical role in delivering comprehensive financial strategies and solutions to our high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships...