Mumbai Wealth Roles

2 weeks ago


Gandhinagar, Gujarat, India Scope4job LLP Full time

Role Description

This is a full-time on-site role in Mumbai for Mumbai Wealth Roles at Scope4job LLP. The role involves day-to-day tasks such as managing client portfolios, providing financial advice, developing wealth management strategies, and conducting market research. The individual will also be responsible for client relationship management and ensuring financial solutions align with clients' goals.

Qualifications

  • Financial advising, portfolio management, and wealth management skills
  • Market research and data analysis abilities
  • Client relationship management and communication skills
  • Strong analytical and problem-solving capabilities
  • Ability to work independently and maintain a high level of accuracy
  • Bachelor's degree in Finance, Economics, Business, or related field
  • Relevant certifications like CFP (Certified Financial Planner) or CFA (Chartered Financial Analyst) are advantageous
  • Minimum 3-4 Years of Experience in the financial services industry is a plus


  • Gandhinagar, Gujarat, India beBeeClient Full time ₹ 8,00,000 - ₹ 14,00,000

    Key Position OverviewWe are seeking a dedicated Client Service Associate to support our business objectives in Chennai. This role is ideal for individuals looking to gain hands-on experience in client servicing and wealth management.Key ResponsibilitiesProvide exceptional customer service through effective communication and issue resolutionAssist with...


  • Gandhinagar, Gujarat, India beBeeWealth Full time ₹ 1,20,00,000 - ₹ 2,50,00,000

    Job Opportunity: Private Wealth Manager">Job Description:We are seeking a Private Wealth Manager to join our team. As a key member, you will be responsible for delivering high-quality wealth management services to our clients.">Key Responsibilities:">Understand and address clients' financial needs and goals.Develop personalized wealth management...


  • Gandhinagar, Gujarat, India beBeeFinancial Full time ₹ 82,90,000 - ₹ 1,21,84,000

    At Ikashi Wealth, we are expanding our relationships department and seeking dynamic professionals who can engage with high net-worth individuals (HNIs) and provide high-quality wealth management services.The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies...


  • Gandhinagar, Gujarat, India beBeeOperations Full time ₹ 7,20,000

    Job Title: Operations Manager\We are seeking an experienced Operations Leader to oversee a government survey project focused on slum areas.\Key Responsibilities:\\Lead, supervise, and manage teams involved in the survey project.\Monitor daily activities, ensure smooth execution of tasks, and resolve operational challenges.\Prepare, review, and submit...


  • Gandhinagar, Gujarat, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000

    Senior Financial Data AnalystJob Description:Maintain accurate and comprehensive financial data to support informed business decisions. Develop and implement effective data analysis and visualization tools.Location: MumbaiDepartment: Finance / MISReports to: CFO / CEOKey ResponsibilitiesPrepare, analyze, and present monthly, quarterly, and annual financial...


  • Gandhinagar, Gujarat, India Standard Chartered Full time

    Job Summary The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore and offshore The person will pitch relevant wealth solutions both inbound and outbound across Funds AIFs Insurance Fixed Income and Structured products Key Responsibilities Strategy The person will...


  • Gandhinagar, Gujarat, India beBeeBusiness Full time ₹ 60,00,000 - ₹ 1,20,00,000

    Grow Your Career as a Business Development Expert">This is an exciting opportunity for a skilled professional to join our platform and drive business growth in the wealth management industry.">We are looking for a highly motivated individual with experience in financial services, who can build strong partnerships with key stakeholders and contribute to the...


  • Gandhinagar, Gujarat, India Jobman by Shunya Tattva Full time

    Hi Folks.We are currently hiring for the role of a GST Manager for a leading CA firm based in Mumbai Location.Designation- Manager GSTCTC Range: 4lpa to 6lpa per annum.Location- ChurchgateShift-10am to 7pm6days working with Saturday & Sunday fixed offNotice: Immediate/15days onlyExcellent communication with good GST knowledgeProven experience in Leading and...

  • Associate Director

    3 weeks ago


    Gandhinagar, Gujarat, India myGwork - LGBTQ+ Business Community Full time

    Job DescriptionThis job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.Job Summary- The person will drive the solutioning and positioning of international wealth solutions from GIFT city for both affluent clients onshore...


  • Gandhinagar, Gujarat, India beBeePartnership Full time ₹ 45,00,000 - ₹ 60,00,000

    Job Title: Strategic Partnership ManagerCompany OverviewOur firm specializes in wealth management and insurance services. We are seeking a highly skilled Strategic Partnership Manager to join our team.Job Description:This is a full-time role based out of Pune. The Successful candidate will be responsible for generating leads, establishing contact with mutual...