Wealth Manager

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

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...

Job Description Roles and Responsibilities :About Client:   Our client is leading Indian investment services company having wide array of products and services such as distribution of mutual funds & insurance, equity and derivatives, commodity, PMS and financial planning.  Roles and Responsibilities : ·       Acquire new clients, generate revenue,...

STS Wealth is looking for HR Manager to join our dynamic team and embark on a rewarding career journey. Consistently recruiting excellent staff. Maintaining a smooth onboarding process. Training, counseling, and coaching our staff. Resolving conflicts through positive and professional mediation. Carrying out necessary administrative duties. Conducting...

Kotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from entrepreneurs to...

The ideal candidate will be responsible for gaining a deep understanding of the clients' business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our...

Wealth BA at Capco India Job Title: Business Analyst -Wealth 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 across 32 cities across globe, we...

STS Wealth is looking for Accounts Manager to join our dynamic team and embark on a rewarding career journey Overseeing the day-to-day operations of the accounting department, including accounts payable, accounts receivable, and general ledger Ensuring the accuracy and completeness of financial records and reports, including balance sheets, income...

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...

About Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Experience: 2- 15 YearsEducation: MBA - FinanceLocations: Across IndiaPreferred Industry:BFSIRole Summary:The wealth manager is the ultimate face of the business as He / She is going to be the final point of...

We are hiring for Sr. Wealth Manager position for our client in Bangalore, Kolkata, Chennai, Hyderabad.Our client is in Wealth, is a new age and fast-growing wealth & investment management firm, with a vision to be a leading wealth platform for HNIs & UHNIs, with innovation and technology as its core DNA.vThe company is part of the Group, which has growing...

Job Description - Wealth Relationship ManagerRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in MF, Insurance, PMS & Structured Products offerings.- Manage clients through client visits, suggest financial products to the clients and achieve business target.- Responsible for product penetration...

Job Description Open Position: Personal Banker, Banca & Wealth (Banking Industry)   One of the reputable Banks in Malaysia is looking for Personal Banker, Banca & Wealth to join them in the following states:JohorMelaka KedahKuala LumpurPenangPerakSabahSarawakSelangor  Key responsibilities include: Build and maintain a close relationship with banking...

Job Description Open Position: Personal Banker, Banca & Wealth (Banking Industry) - Penang   A reputable Bank in Malaysia is looking for Personal Banker, Banca & Wealth to join the team and be based in the Penang office. Key responsibilities include: Build and maintain a close relationship with banking customers through effective relationship...

About Client:Our Client is a prominent financial advisory and wealth management firm committed to helping clients achieve their financial objectives. Experience: 2- 15 YearsEducation: MBA - FinanceLocations: Across IndiaPreferred Industry: BFSIRole Summary:The wealth manager is the ultimate face of the business as He / She is going to be the final point of...

Job Description Die Bank für eine Welt im Wandel - gestalte mit BNP Paribas das Banking von Morgen! Unser Kunde ist eine führende europäische Bank mit internationaler Reichweite. Sie ist mit mehr als 193.000 Mitarbeitenden in 68 Ländern vertreten, davon nahezu 147.000 in Europa. Den Kund:innen wird zusätzlich zum modernen Online-Banking durch selbst...

Job DescriptionBusiness Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management'. Managing PL of the Region and Building up Market Share. Owning and Establishing Tata Capital Wealth Management Brand for the regions. Recruitment, Nurturing talent,Hand Holding. Reviewing...

Job Description I'm recruiting for a growing financial services firm, who is a leading Registered Investment Advisor (RIA), currently managing over $2B in assets. They are looking to hire a full-time Chief Operating Officer (CCO) to work out of their greater Salt Lake City, UT office. (Relocation assistance will be offered for the right candidate.)  They...

Job Description About Company:Our client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Roles and Responsibilities:Candidate shall be responsible for:• Onboarding, Handling and Managing HNI / Ultra HNI...

Job DescriptionBusiness Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management. Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term...