Private Wealth Operations Associate

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 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...

**Role Overview**: **Key Highlights**: **Job Location**:Mumbai **Designation**:Sales Wealth Counselor - Private Wealth (Offline Sales) **Experience**:3 - 4 Years **Functional Area**:Sales **About the Role**: A **Sales Wealth Counselor** responsible for ensuring delivery of various MIS reports as per requirements. Reporting To : Vice President -...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and experienced Operations Associate to join our team immediately. **Who are...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions in **“Private equity ”.** You have found the right team. As a **Private Equity** professional within our **“ Alternatives team ”**, you will spend each day defining, refining and delivering set goals for our firm. You will engage broadly in various areas of private...

We are a fast-growing, excellence-oriented mutual fund distribution and fintech firm with a focus on delivering exceptional solutions to our clients. As we grow our operations catering to domestic/NRI /retail and ultra-HNI clients, we are seeking a focused, detail-oriented and diligent fresher to join our team immediately. **Who are we?** **Cambridge...

**JOB DESCRIPTION** **Responsibilities**: - Connect/Engage with stakeholders to drive change, handle timely escalations leading to a better customer experience - Be Agile and Flexible in multi-tasking as per the business need - Ensure that the team produces high quality performance and accuracy to best meet our client's needs and expectations - Ensure...

**Company Description** Company Overview** Third Bridge was founded on the belief that human insights drive intelligent investment decisions. To make the right investment decisions, our clients require access to the most relevant experts and their insights - we enable this through private consultations and exclusive content drawn from expert...

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...

Job Title: Private Banker (Singapore) Primary Location: Singapore Hybrid Working Structured hybrid role: **About Private Bank** As the Private Bank we bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record...

**JOB DESCRIPTION** JP Morgan Chase & Co is a leading global financial services firm with assets of more than $2.9 trillion, over 240,000 employees and operations in over 60 countries. It operates across four business segments including Asset & Wealth Management, Corporate and Investment Banking, Commercial Banking and Consumer and Community Banking. J.P....

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

**Global Finance & Business Management (“GF&BM”) India** is a combined Line of Business-aligned (LOB-aligned) finance & business support team located in India and is part of JPMorgan’s global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are...

Role Description for Tax And Accounts Associate 1. Closing of Statutory Audit, Tax Audit, and GST audit of clients independently and with the support of seniors wherever required 2. Handling Direct and indirect Taxation work of clients independently 3. Handling TDS & and advance tax Compliance work independently 4. Transactional Advisory work. 5....

**JOB DESCRIPTION** Job Description - Regulatory Operations CoE (Associate - 601)** **Introduction** J.P. Morgan is a leading global financial services firm, established over 200 years ago: - We are the leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset...

Job DescriptionWe are looking for a Head of Wealth Management Operations to join our team at Hrizen Techno Services. The successful candidate will have a proven track record of success in business development and management, with a strong focus on delivering exceptional customer service and driving business growth.Main AccountabilitiesTo lead and manage the...

**JOB DESCRIPTION** J.P. Morgan Private Bank is committed to providing exceptional service to our clients and business partners. Our sales and client service teams, marketing support, and product specialists, are dedicated to the support of our clients and leverage the capabilities of our global firm to deliver to our clients. We provide an integrated...

**JOB DESCRIPTION** J.P. Morgan Wealth Management is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face by leveraging the...

Job Title: Private Banker Location: Mumbai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of...

**Job Role: **1. Processing of Mutual Fund Transaction for HNI / UHNI costumers. 2. Co-ordinating with AMC for Transaction executed. 3. Processing of AIF / PMS Transaction. 4. Processing of pay-outs (RTGS/ NEFT/ IFT) 5. Preparation of MIS for Transaction Executed for Various Product. 6. Maintaining Master for Power of Attorney Accounts Opened 7....