Wealth Manager

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...

Who we are? GA Group of Companies comprises of Capital Markets, Insurance, and Fashion Businesses. GA Capital Management Private Limited is a capital management company, part of GA Group of companies’ Capital Markets business, headquartered in Hyderabad, with footprints across metro cities (Chennai, Bangalore, Indore, Vishakhapatnam, and Vijayawada) in...

Hiring for RMs, Senior RMs and Cluster Heads Experience- 7 Years + Mode- WFO- 5 days Location- Pan India Responsibilities: Key role is to build AUM for the firm. He is also responsible for creating and monitoring a team/individual business plans, defining sales goals, and ensuring that procedures and policies are adhered to. The role includes: To...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential ULTRA Clients. Acquiring and managing both business, individual...

The position will report into the Branch Head of the Broking and Distribution vertical and lean on the various product leads at PLHO to provide quality services to end clients. 1. Client Acquisition and Business Development: Identify and target potential clients, expanding the customer base. Leverage on past contacts and market knowledge to expand the...

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...

Job Description Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management  business.  Role: 1)Financial Planning , Portfolio Strategy and Reporting  a.Assisting the RM in making of financial plans for clients keeping in mind  i. Client requirement and ii. Our 2 point...

Job Description Our Client is a private investor. They partner with their high-net-worth clients to build and manage their wealth with tailored investment solutions that speak to their needs.Job Summary Responsible for acquiring and driving Wealth procurement. The responsibilities of Private Wealth Managers include Relationship management, Wealth Marketing,...

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...

*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...

We are looking for tenured private bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsA brand trusted for knowledge-based investing with a proven performance track record of over 36 years. We were instituted in the year 2007 to cater Corporates/ Institutions, High Net Worth and Ultra High Net worth Individuals. We use knowledge...

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...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

Looking for tenured Private Bankers with strong track record in managing UHNI clients in Mumbai.Client DetailsMotilal Oswal Private Wealth (MOPW) is a part of Motilal Oswal Group - a brand trusted for knowledge-based investing with a proven performance track record of over 36 years. MOPW was instituted in the year 2007 to cater Corporates/ Institutions, High...

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...

Handling HNI clients with wealth management experience .Team handling role .Handling General Insurance products. Diversity required

A Banking Relationship Manager is primarily responsible for providing financial solutions to the wealth customers and ensuring value added services. Responsible for increasing liabilities size of relationship via balances in accounts of existing customers and enhancing customer profitability by capturing larger share of wallet. Responsible for deepening the...

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...

We are actively seeking experienced professionals in the wealth and/or retirement domain with expertise in knowledge transition to join our team as a Training Leader/Manager/Sr Manager. This role is based in Pune & Bangalore. The position involves working in a hybrid model with US shifts and is a client-facing role. Responsibilities: 1. Develop and...

Job Description Our client, a boutique wealth management firm located in Naples, Florida, is currently seeking a licensed and experienced Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients, with a focus on creating unique portfolios made up of stocks and...