Private Wealth

2 days ago

Ahmedabad, Gujarat, India ICICIDirect Full time

Role & Responsibilities:

  • To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.
  • To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.
  • To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.
  • To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS)
  • To educate clients on the features, benefits, and risks associated with various wealth management products.
  • To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.
  • To identify new business opportunities and generate leads through networking and referrals.
  • To drive business growth by effectively cross-selling wealth management products and services to existing clients.
  • To conduct thorough due diligence on investment products and providers to mitigate risks.
  • To maintain accurate records of client interactions and transactions in accordance with compliance standards.

Key Requirements:

  • Relevant experience of 12+ years
  • Should have strong understanding of wealth management products, including AIFs and PMS.
  • Should have a proven track record of building and managing relationships with high-net-worth individuals.
  • Should have excellent communication, presentation, and negotiation skills.
  • Should have the ability to work independently and as part of a team in a fast-paced environment.
  • Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.

  • Private Wealth Manager

    5 days ago

    Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 9,00,000 - ₹ 12,00,000

    Job Title: Private Wealth ManagerDescription:To build and maintain strong, long-lasting relationships with high-net-worth individuals to understand their financial goals and objectives.Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates...

  • Financial Services Professional

    2 days ago

    Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Role OverviewWe are seeking a skilled professional to join our team as a Private Wealth Manager. This role is instrumental in acquiring high net worth clients and building long-term relationships with them.The successful candidate will be responsible for selling investment and insurance products to private banking clients, generating fee income through their...

  • Executive Director of Wealth Growth

    3 days ago

    Ahmedabad, Gujarat, India beBeeWealth Full time ₹ 37,50,000 - ₹ 50,00,000

    Senior Wealth Management Leadership OpportunityThe role of a Senior Wealth Manager is a senior leadership position responsible for guiding and managing a team of high-performing wealth managers across assigned locations.This position focuses on driving significant growth in assets under management (AUM) and assets under advice (AUA) by acquiring and managing...

  • Senior Wealth Management Professional

    2 days ago

    Ahmedabad, Gujarat, India beBeeLeadership Full time ₹ 3,75,00,000 - ₹ 5,00,00,000

    Job TitleWealth Manager – Unit Head (VP- Wealth Management)Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach.With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation.The Wealth Manager – Unit Head...

  • Senior Wealth Management Leader

    2 days ago

    Ahmedabad, Gujarat, India beBeeLeader Full time ₹ 3,00,00,000 - ₹ 5,00,00,000

    Job TitleA seasoned wealth management professional is sought to lead high-performing teams in driving strategic growth and delivering exceptional client experiences.The successful candidate will have a proven track record of managing large HNI/UHNI portfolios and delivering consistent business growth, with a strong network of relationships in the...

  • Unit Head- Vp- Wealth Management

    2 days ago

    Ahmedabad, Gujarat, India Urgent Opening Full time

    Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert...

  • Senior Wealth Portfolio Manager

    4 days ago

    Ahmedabad, Gujarat, India beBeeWealthManager Full time ₹ 37,50,000 - ₹ 50,00,000

    Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...

  • Wealth Officer

    2 weeks ago

    Ahmedabad, Gujarat, India Ocean Finvest Full time

    Position: Wealth OfficerSales Location: Ahmedabad Employment Type: Full Time Reports To: ManagerAbout the Company:-Ocean Finvest India Private Limited, a reputable AMFI and SEBI-registered financial advisory firm committed to providing cutting-edge wealth management and financial solutions. Since our founding in 2014, we have managed portfolios with an...

  • Unit Head- VP- Wealth Management

    4 days ago

    Ahmedabad, Gujarat, India Urgent Opening Full time

    Job Title: Wealth Manager – Unit Head (VP- Wealth Management) Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, serving clients for over 60 years with expert...

  • Unit Head- VP- Wealth Management

    3 days ago

    Ahmedabad, Gujarat, India Urgent Opening Full time

    Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...