AVP/VP Wealth Management

We are looking for AVP/VP - Wealth Compliance role for one of the leading Wealth company in India.Please find below mentioned job description for your reference.Job Title: Vice President of Wealth ComplianceLocation: MumbaiDepartment: ComplianceJob Summary:The Vice President of Wealth Compliance is responsible for leading the compliance function within the...

We are looking for AVP/VP - Wealth Compliance role for one of the leading Wealth company in India.Please find below mentioned job description for your reference.Job Title: Vice President of Wealth ComplianceLocation: MumbaiDepartment: ComplianceJob Summary:The Vice President of Wealth Compliance is responsible for leading the compliance function within the...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities)We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

We are looking for an experienced Wealth Management Specialist to join our team at Emkay Wealth Management. This role involves building relationships with high net worth individuals and providing them with tailored financial solutions.Key Responsibilities:Acquire new customers with a minimum investable surplus of 1 Cr. - 5 Cr.Develop short-term and long-term...

To work in Financial Sponsor Group with PE Funds To work with a Global Bank About Our Client Our client is a global institution in the Banking & Financial Services sector. With over 8000 employees, they have a significant presence in India and offer a variety of retail banking and loan services. Job Description Manage and grow relationships with...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach to address...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with 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 Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with 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...

Executive Assistant to VPs/AVPSJob DescriptionOverview:As the Executive Assistant to the VPs/AVPs, you will play a crucial role in ensuring thesmooth operation of daily activities and supporting the leadership team. You will be responsible for managing various administrative tasks, maintaining effective communication channels, and providing essential support...

Skillful Wealth Manager NeededWe are seeking an experienced Senior Wealth Manager to join our team at Fisdom Private Wealth. The successful candidate will have expertise in financial planning, investment management, and relationship management.About the RoleThis is a full-time on-site role for a Senior Wealth Manager located in Mumbai & Navi Mumbai. The...

Job DescriptionCompany DescriptionFisdom Private Wealth is a venture of Fisdom, Indias leading wealth-tech company, providing HNIs with a reliable technology platform for wealth management. The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.Role DescriptionThis is a...

**Executive Assistant to VPs/AVPs Role Summary** We are seeking a highly organized and detail-oriented Executive Assistant to support our leadership team. This role involves providing administrative support, coordinating tasks, and maintaining effective communication channels. **Key Responsibilities:** Manage the calendars of the CEO/Founders/VPs/AVPs. ...

Wealth ManagerClient Relationship Management: Build and maintain strong, long-term relationships with high net worth clients.Financial Planning: Develop and implement comprehensive financial plans tailored to clients' individual needs and objectives, including retirement planning, estate planning, and tax optimization.Investment Management: Provide expert...

As a Wealth Management Solutions Specialist at Ares Wealth Management Solutions, you will play a crucial role in supporting the company's mission to bring passion and customer focus to the business. This position requires a highly skilled individual with 5-10 years of experience in the Finance industry, specifically in Application Production Support.Key...

As a Strategic Advisor - Wealth Management, you will play a crucial role in helping UHNW families and large family offices achieve their long-term wealth goals. With expertise in mergers and acquisitions, public and private markets, capital structuring, and investment banking, you will provide customized advice on strategic investments and wealth...

Job DescriptionSBI-SG Global Securities is a joint venture between State Bank of India and Societe General and we are on the lookout for a Senior Manager/AVP/VP Fund Accounting Services.1. Responsible for fund accounting activities of specific clients which include NAV computation, Pricing & Valuation, Client Reporting and Reconciliation.2. Coordination with...

Nuvama Wealth Management offers a unique opportunity to leverage your expertise as a Wealth Planning Professional, helping high net worth individuals achieve their financial objectives.You will work closely with clients to understand their financial goals, risk tolerance, and time horizon, developing tailored investment strategies to meet their needs.Key...

AVP Operations JD: Kuvera is looking for a curious and cognizant AVP Operations to be a part of a motivated and energetic team at Kuvera. Kuvera in is India's first free direct MF investment platform, trusted by more than 1.6 million investors with over Rs 50,000 crore in assets. The platform now offers a range of investment options for wealth creation,...