Private Wealth Manager
1 week ago
IntelliInvest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with technology to provide data-backed investment strategies for long-term wealth creation.
This is a full-time hybrid role for a Private Wealth Manager at IntelliInvest in Gurugram, with the flexibility for remote work. The Private Wealth Manager will be responsible for providing investment advisory, portfolio management services, conducting market analysis, utilizing AI-powered solutions, and educating clients on financial literacy.
- Financial Planning and Investment Management skills
- Estate Planning and Certified Financial Planner certification
- Experience in Finance and Wealth Management
- Strong analytical and problem-solving skills
- Excellent communication and client management skills
- Bachelor's or Master's degree in Finance, Economics, or related field
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Private wealth manager
7 days ago
Gurgaon, India IntelliInvest Full timeCompany DescriptionIntelli Invest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with...
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Private Wealth Manager
1 week ago
Gurgaon, India IntelliInvest Full timeCompany Description IntelliInvest offers a range of investment strategies and services utilizing technology and data analytics to cater to individual investors and institutions. Services include investment advisory, portfolio management, research tools, AI-powered solutions, and financial literacy education. The company combines market expertise with...
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Sales Director
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Gurgaon, Haryana, India Bolden Ventures Pvt Limited Full timeAbout Us: Bolden Ventures Pvt Limited is a reputable organization in the field of sales and marketing.">Job Title: Sales Director - Private Banking and Wealth Management">Location: Delhi NCR">Estimated Salary: ₹1,800,000 per annum">About the Job:">We are looking for an experienced sales director to lead our team in private banking and wealth management. As...
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Wealth Management Operations Manager
24 hours ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob Title: Wealth Management Operations ManagerAAGANERA CONSULTING PRIVATE LIMITED is looking for a talented Wealth Management Operations Manager to join our team. As a key member of our operations team, you will be responsible for managing the day-to-day operations of the company, which specializes in wealth management and mutual fund...
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Operations Director
3 weeks ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeAAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...
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Wealth Management Operations Lead
5 days ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeWealth Management Operations Lead: Join AAGANERA CONSULTING PRIVATE LIMITED as a Wealth Management Operations Lead and take charge of our wealth management operations in Gurgaon.About the Job: As a key member of our operations team, you will be responsible for developing and implementing operational strategies that align with our company's objectives,...
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Senior Wealth Management Advisor
4 weeks ago
Gurgaon, Haryana, India DEVERE GROUP INDIA INVESTMENT ADVISORS PRIVATE LIMITED Full timeAttractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...
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Senior Wealth Manager
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Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
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Senior Wealth Manager
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Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
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Senior wealth manager
4 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
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Operations Director
5 days ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob Title: Operations Director - Wealth ManagementAbout Us: AAGANERA CONSULTING PRIVATE LIMITED is a leading firm specializing in wealth management and mutual fund distribution.Role Summary:Develop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund distribution.Lead the planning and...
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Operations Director
1 day ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob OverviewAAGANERA CONSULTING PRIVATE LIMITED is seeking an experienced Operations Director to lead the wealth management operations strategy. The ideal candidate will possess strong leadership skills, excel in people management, and have a keen eye for business development opportunities within the wealth management sector.Key Responsibilities:Develop and...
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Senior Wealth Manager
4 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany Description Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
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Wealth manager
1 week ago
Gurgaon, India DeVere Group Full timeWealth Management Advisors wanted. As the world’s leading, independent digital private investment bank and asset management organisations, de Vere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world. We advise over 100,000 clients across the globe with in excess of $12bn under advice...
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Wealth manager
1 week ago
Gurgaon, India DeVere Group Full timeWealth Management Advisors wanted.As the world’s leading, independent digital private investment bank and asset management organisations, de Vere Group prides itself on providing high-class, professional advice to expatriate clients and investors all over the world.We advise over 100,000 clients across the globe with in excess of $12bn under advice and...
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Wealth Creation Expert
9 hours ago
Gurgaon, Haryana, India IntelliInvest Full timeIntelliInvest offers a comprehensive range of investment solutions tailored to meet the unique needs of individual investors and institutions. Our services include strategic investment advisory, portfolio management, research-driven insights, AI-powered tools, and financial education programs.This full-time hybrid role for a Private Wealth Manager at...
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▷ (Only 24h Left) Senior Wealth Manager
3 weeks ago
Gurgaon, India Motilal Oswal Financial Services Ltd Full timeCompany DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...
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Elite Wealth Management Professional
7 days ago
Gurgaon, Haryana, India deVere Group Full timeDeVere Group is a pioneering financial services organization that has been making a lasting impact on the lives of its clients and their financial well-being.We are seeking an experienced Wealth Manager to join our esteemed team, providing personalized, independent financial advice to high net worth individuals. As a Wealth Manager, you will have the...
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Wealth manager
4 weeks ago
Gurgaon, India Green Portfolio Full timeAbout Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...
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Wealth Manager
4 weeks ago
Gurgaon, India Green Portfolio Full timeAbout Us: One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...