Wealth Relationship Manager | HNW Portfolio

One of my Clients, an Investment Banking firm that is now foraying into the Wealth Management space is looking for a Head /Sr Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking highly energetic, self-motivated individuals with a passion for creating...

The Relationship Manager will be responsible for nurturing client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding...

Job Title: Head of Wealth & Asset ManagementExperience: 15-25 yearsPositions: 1 noWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysJob Description: Head of Wealth & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of Wealth Management, Asset...

Job Title: Head of Wealth & Asset Management Experience: 15-25 years Positions: 1 no Work Location: Chennai / Hyderabad / Bengaluru / Pune / Noida Notice Period: within 45 days Job Description: Head of Wealth & Asset Management Overview: We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of Wealth...

Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Job Title: Head of Wealth & Asset ManagementExperience: 15-25 yearsPositions: 1 noWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaNotice Period: within 45 daysJob Description: Head of Wealth & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of Wealth Management, Asset...

Job Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains.Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

Job Description - Product Manager (Wealth Management)Experience - 9 to 15 yearsLocation - Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains.Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

Job Description - Product Manager (Wealth Management) Experience - 9 to 15 years Location - Electronic City, Bengaluru Experience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment...

An Account Manager (AM) role is to support the Relationship Manager (RM) inbuilding and maintaining wealth management business.Qualification MBA in FinanceCTC Offered upto 6LLocation BangaloreRoles & Responsibilities Financial Planning, Portfolio Strategy, Reporting & Client ServicingAssisting the RM in making of financial plans for clients keeping in mind...

An Account Manager (AM) role is to support the Relationship Manager (RM) in building and maintaining wealth management business. Qualification MBA in Finance CTC Offered upto 6L Location Bangalore Roles & Responsibilities Financial Planning, Portfolio Strategy, Reporting & Client Servicing Assisting the RM in making of financial plans for clients keeping in...

Our Hiring Philosophy: ” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Our Hiring Philosophy:” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.”About FincityFincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Job Description Product Manager (Wealth Management)Experience 9 to 15 yearsLocation Electronic City, BengaluruExperience in Product Management from the Wealth Management and Capital Markets domains. Solid understanding of entire Wealth Management life cycle from Customer Onboarding, Investment Product life cycle, Operational aspects of Investment Products,...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Our Hiring Philosophy: ” Can do Attitude, Learning/Growth Mindset, Commitment to Excellence and Dedication is of utmost importance to us.” About Fincity Fincity is a Real Estate Wealth Management platform with AUM of Rs. 500Cr+ specializing in generating returns from investment in Commercial Real Estate and debt / structured financing of real estate...

Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services It also includes use of applications actively for designing product suitability matrix, financial planning for the customers Acting as an interface between the bank and its key customers to provide complete Banking Solutions,...