Wealth Planner

Para Planner / Junior Planner / Associate - Location: - Bengaluru - 2 / Gurugram - 2 / Pune - 2 experience - 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary For Planner - SEBI regulations - Post Grad + NISM XA, NISM XB and 2 yrs relevant work ex **Job...

JD for Succession Planner:Job Summary:The Succession Planner in Wealth Management is responsible for working closely with high-net-worth individuals and families to develop and implement comprehensive estate and succession plans. This role ensures that clients' wealth is transferred efficiently and in accordance with their goals, while adhering to legal,...

JD for Succession Planner: Job Summary: The Succession Planner in Wealth Management is responsible for working closely with high-net-worth individuals and families to develop and implement comprehensive estate and succession plans. This role ensures that clients' wealth is transferred efficiently and in accordance with their goals, while adhering to legal,...

JD for Succession Planner:Job Summary:The Succession Planner in Wealth Management is responsible for working closely with high-net-worth individuals and families to develop and implement comprehensive estate and succession plans. This role ensures that clients' wealth is transferred efficiently and in accordance with their goals, while adhering to legal,...

JD for Succession Planner: Job Summary: The Succession Planner in Wealth Management is responsible for working closely with high-net-worth individuals and families to develop and implement comprehensive estate and succession plans. This role ensures that clients' wealth is transferred efficiently and in accordance with their goals, while adhering to...

AVirtual Wealth Manager in India provides financial advisoryservices remotely through digital platforms helping clients managetheir wealth and achieve financial goals. This role is growing inprominence due to advancements in technology digital banking andthe increasing need for personalized financial advice in aconvenient virtual setting. Here s a detailed...

JD for Succession Planner:Job Summary:The Succession Planner in Wealth Management is responsible for working closely with high-net-worth individuals and families to develop and implement comprehensive estate and succession plans. This role ensures that clients' wealth is transferred efficiently and in accordance with their goals, while adhering to legal,...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

**Qualification Required**: HSC/Graduate/Post Graduate **Experience**: **Key Responsibilities**: - Build & maintain strong relationship with clients - Understand the client's financial goals - Develop Investment strategies aligned with client's goal - Recommend Investment products - Offer tax planning & optimization advice - Identify & mitigate financial...

What is The 1% Club The 1% Club is a members-only club for highly driven individuals who aspire to achieve financial independence and retire early. It is a platform that provides members with valuable insights, resources, and exclusive opportunities to learn, network and collaborate with other like-minded individuals. As a member of the 1% Club, you have...

**Position Overview**: As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial...

Ensure timely extension of new regular and promotional materials Issuing internal memos relating to trade deals/discounts/GPR, and promotional launches Price List Maintenance and Staff Sales Creating Purchase Requests for Media related activities and PO for promotions manipulation Manage Client Annual Reviews with Wealth Planners ensuring that these are...

**Responsibilities** - Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments) - Assess client’s overall financial picture, understand their needs and develop a solid financial plan - Guide clients towards a profitable and secure financial decision - Cultivate client...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition...

Company DescriptionFasttrack Finance Professionals caters to more than 500 families involving Personal Finance, Income Tax filing, Portfolio & Wealth Management as well as recommending various other products like Mutual Funds, Life & Health Insurance, Fixed Deposits, Dematerialization of Shares, PMS, etc..Role DescriptionThis is a full-time on-site role for...

India - Information Technology (IT) - Group Functions **Job Reference #** - 289456BR **City** - Pune **Job Type** - Full Time **Your role** - Are you an expert when it comes to collaboration tools like M365 Product Suite, Teams, Skype for Business and Exchange? Do you have a track record of influencing senior IT stakeholders and business partners? Do you...

Job Description As our Environmental Graphics and Branding Expert, you will lead the practice, collaborate with our team of architects, urban designers and planners on local and international projects of various scales. You will work with senior leadership to grow the Environmental Graphics & Branding practice as a leader, and mentor to junior team...