Senior Wealth Manager

Job Description: Head of Wealth Management Practice (India) Location: Chennai (Siruseri), Bengaluru, Mumbai (Ghansoli), Pune (Hinjewadi Phase III) Travel Requirement: Willing to Travel Abroad as Required Experience: 17 Years to 22 Years Job Summary: We are looking for an experienced and visionary leader to head our Wealth Management...

Job Description: Head of Wealth Management Practice (India)Location: Chennai (Siruseri), Bengaluru, Mumbai (Ghansoli), Pune (Hinjewadi Phase III)Travel Requirement: Willing to Travel Abroad as RequiredExperience: 17 Years to 22 YearsJob Summary:We are looking for an experienced and visionary leader to head our Wealth Management Practice Team in India. The...

About the RoleWe are seeking an experienced wealth advisor to join our Private Client Group as a Senior Wealth Strategist. This is an exceptional opportunity to drive business growth and build long-term relationships with high net worth individuals.ResponsibilitiesThe successful candidate will be responsible for cultivating relationships, growing assets...

Job DescriptionThis role is part of our Wealth Management team in Chennai and requires a seasoned professional to manage existing relationships and onboard new clients onto our platform.About the RoleYou will be responsible for prospecting new Wealth Management clients with a minimum asset under management (AUM) of INR 100 million.Managing and maintaining...

About UsAt Spark Capital Group, we're a mid-market financial services franchise offering investment banking, asset management, and private wealth management solutions. With over two decades of experience, our Securities and Exchange Board of India-registered entities are dedicated to delivering exceptional results for entrepreneurs, corporates, business...

Job DescriptionThe Privilege Relationship Manager role at Anand Rathi Share and Stock Brokers Ltd requires a financial professional to serve as a dedicated point of contact for high-net-worth individuals/clients.As a Financial Wealth Manager, your primary responsibility is to provide personalized financial services and investment advice tailored to the...

Job OverviewBugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, seeks an experienced Wealth Management Relationship Manager to enhance client relationships and drive satisfaction.Key ResponsibilitiesAct as liaison between front-office relationship managers and back-office departments to resolve client...

Wealth Management Client LiaisonAt BugleRock Capital, we're committed to delivering exceptional service and building long-lasting relationships with our clients. We're seeking an experienced and client-focused Service Manager to join our Relationship Management team in the Wealth Management division.Key Responsibilities:Act as a liaison between front-office...

Company OverviewBugleRock Capital is a leading wealth and asset management company providing services to private clients, institutions, and families.Estimated Salary:$120,000 - $180,000 per annum based on industry standards and location.Job DescriptionThe ideal candidate will be responsible for managing and enhancing relationships with our clients, ensuring...

BugleRock Capital, a leading provider of Wealth, Asset Management, and Multi Family Office services, seeks an experienced Wealth Management Client Service Manager. The successful candidate will manage relationships with private clients, institutions, and families, delivering exceptional service and driving client satisfaction.Key Responsibilities:Act as...

About This RoleWe are seeking a highly skilled Senior Customer Relationship Manager to join our team in Chennai. As a key member of our organization, you will be responsible for managing client relationships, overseeing task management systems, and ensuring seamless communication between customers and internal teams.

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...

Job DescriptionWe are seeking an experienced Client Relationship Manager to join our team in Chennai, India. As a key member of our wealth management team, you will be responsible for delivering exceptional customer service and driving business growth through effective relationship management.About the RoleManage a portfolio of high net worth clients,...

DBS Treasures Relationship Manager OpportunityIn this exciting role, you will play a crucial part in delivering exceptional client experience and driving revenue growth for DBS Treasures clients. As a Wealth Management Specialist, your primary objective will be to acquire and engage with high-net-worth individuals, offering tailored financial solutions to...

About the Role:">The Wealth Development Specialist is a key professional in our team, responsible for delivering personalized financial services and investment advice to high-net-worth individuals. This role involves providing tailored solutions to meet the unique needs and goals of clients, helping them make informed investment decisions, grow their wealth,...

About Us: We are a new age Fintech that focuses on delivering Holistic Financial wellness proposition for HNIs and Corporate Employees. We focus on an integrated wealth management offering that combines elements of Traditional wealth management, Estate Planning and Tax compliance services. We intend to provide a transformative digital experience for HNIs...

**Description** Wealth is a trusted advisor to the world’s wealthiest, most influential individuals and families. Like Citi’s government, institutional and multinational corporate clients, Wealth clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citi’s Institutional...

BugleRock Capital provides Wealth, Asset Management, and Multi Family Office services to private clients, institutions, and families. We are seeking an experienced Wealth Management Client Service Manager to join our team, focusing on delivering exceptional service and driving client satisfaction.Role Description:Act as liaison between front-office...

About the OpportunityWe are seeking a Senior Relationship Manager to build and maintain strong relationships with High Net Worth Individuals (HNIs), Ultra-High-Net-Worth Individuals (UHNIs), and family offices.About the RoleBuild and maintain strong relationships with key clients, understanding their investment preferences, risk appetite, and financial...