Wealth Manager
3 months ago
Develop a client base of investors and manage relationships on a regular basis
Work closely with internal and external stakeholders to establish HNI, advisory and
institutional channels
Responsible for key account management and customer success specific to the
wealth clients of Leaf Round
Maintain a log of client concerns or feedback and evaluating them for better success
rates
Develop new AUM as well as expand and deepen existing relationships to increase
overall AUM
Achieve budgeted targets in terms of number of clients / volume of business & assets
Cross-sell products and services to clients as per their lifestyle needs, and risk
requirements while keeping in mind their financial objectives
Undertake strategic initiatives - partnering with other fintech startups, product
enhancement etc.
Engage in multiple activities such as referrals, social networking, utilising social
platforms, attending conferences, and even cold-calling high-quality databases to
develop new client relationships
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Head of Wealth Management
2 weeks ago
bangalore, India Tech Mahindra Full timeJob 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...
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Head of Wealth Management
2 weeks ago
bangalore, India Tech Mahindra Full timeJob 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...
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Head of Wealth Management
3 weeks ago
Bangalore Urban, India Tech Mahindra Full timeJob 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...
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Product Manager
4 weeks ago
bangalore, India EdgeVerve Full timeJob 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...
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Product Manager
4 weeks ago
Bangalore City, India EdgeVerve Full timeJob 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,...
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Senior Wealth Manager
2 weeks ago
bangalore, India Fincity Full timeOur 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...
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Partner - Wealth Management
4 weeks ago
bangalore, India Fincity Full timeOur 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...
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Senior Wealth Manager
4 weeks ago
bangalore, India Fincity Full timeOur 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...
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Senior Wealth Manager
2 weeks ago
bangalore, India Fincity Full timeOur 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...
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Asset and Wealth Management
3 weeks ago
bangalore, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
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Sales Associate
4 weeks ago
bangalore, India Stack Wealth Full timeStack 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...
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Managing Director of Wealth Management Technology
2 months ago
bangalore, India JPMorgan Chase & Co. Full timeWe are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy aligned with the overall business objectives of the Wealth Management division, driving advisor...
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Senior Investment Associate
2 weeks ago
bangalore, India Stack Wealth Full timeStack 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...
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Videographer
2 weeks ago
bangalore, India Stack Wealth Full timeAbout usStack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to the emerging affluent of India. We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realise their financial dreams. We are looking for a rockstar videographer who can spearhead...
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Senior Investment Associate
2 weeks ago
bangalore, India Stack Wealth Full timeStack 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...
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bangalore, India Tech Mahindra Full timeJob Description: Wealth Management based Retirement, Pensions and Superannuation – SME – P1/P2 Overview: We are seeking an experienced Wealth Management based retirement, pensions, or superannuation SME with a deep understanding of current and emerging Wealth Management based retirement markets and solutions. The ideal candidate should have a proven...
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Videographer
2 weeks ago
bangalore, India Stack Wealth Full timeAbout us Stack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to the emerging affluent of India. We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realise their financial dreams. We are looking for a rockstar videographer who can spearhead...
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Wealth Underwriter
3 weeks ago
bangalore, India WELLS FARGO BANK Full timeAbout this role: Wells Fargo is seeking a...In this role, you will: • Participate in low to moderately complex Wealth Underwriting initiatives in support of high-net-worth portfolio management;identify opportunities for process improvement within scope of responsibilities• Review, analyze, and evaluate borrower formation documents and trust documents to...
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Videographer
1 week ago
Bangalore City, India Stack Wealth Full timeAbout us Stack is a Y Combinator-backed startup on a mission to make private wealth experience accessible to the emerging affluent of India. We seek to take the wealth management industry by storm with our unconventional, asymmetrical approach towards helping people realise their financial dreams. We are looking for a rockstar videographer who can spearhead...
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Asset and Wealth Management
1 week ago
bangalore, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...