Private Wealth Rm

Private Banker in InCred Wealth plays a crucial role in building and maintaining relationships with high-net-worth clients, providing personalized financial advice, and contribute to the organization's growth. **Responsibilities**: Client Relationship Management: - Build and maintain strong relationships with high-net-worth individuals. - Understand...

**About Burgundy Private**: Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments. The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients **About the Role**: The...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Role Relationship ManagerWealth(Bangalore)Experience59 YearsModeWFO 5.5daysLocationBangaloreJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep understanding of...

Role Senior RelationshipManager Wealth(Bangalore)Experience10 YearsModeWFO 5.5daysLocationBangaloreJobPurposeThe purpose of the jobis to be responsible for building and nurturing strong longlastingrelationships with highnetworth clients providing them with expertfinancial advice and personalized wealth management solutions. Therole requires a deep...

Dear Applicants,We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.Interested candidate preferable for this role.Kindly share your profile on About the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner...

Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

**Job Title**: Private Banker **Corporate Grade**: D **Reports to (Line Manager’s Job Title)**: Sunit Jain **Direct Reports (if applicable)**: NA **Business Area**: Consumer, Cards & Payments **Department/Function Level 1**: Private Bank **Department/Function Level 2**: Private Bank Asia **Primary Location**: Bangalore **IAR Role** No **CBI...

Job Description - Account ManagerAn account manager (AM) role is to support the RM in maintaining and building the RM wealth managementbusiness.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step...

Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step...

Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

Position Name - Wealth Relationship ManagerLocation - BangaloreExperience Range - 10-15 yearsMandatory Requirement:Client AcquisitionWealth ManagementAbout the client:Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.Job Role and Responsibilities:The RM will work as an...

Position Name - Wealth Relationship Manager Location - Bangalore Experience Range - 10-15 years Mandatory Requirement: Client Acquisition Wealth Management About the client: Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances. Job Role and Responsibilities: The RM...

Dear Applicants,We are hiring for leading NBFC - for Sr client Partner - AHMEDABAD/RAJKOT/BANGALORE/CHENNAI/MUMBAI Location.Interested candidate preferable for this role.Kindly share your profile on About the jobRole DescriptionThis is a full-time on-site role for a Wealth Manager- AVP/SM/RM located AHMEDABAD /BANGALORE/CHENNAI/MUMBAI The Sr Client Partner...

Role - AVP / VP Wealth Management, Wealthy Location Bengaluru. WHY?. Wealth Professionals today face many challenges like limited product choices with disproportionate focus on just one or two products thereby depriving you of the opportunity to serving your clients to the best of their interest. HOW are we solving? By aligning the goals of the Wealth...

Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

Wealth Management  Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...

Genpact, a global professional services and solutions firm, is seeking an experienced Senior Java Developer to join our team.About GenpactWe are a company that delivers 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...

Profile - Virtual COP Relationship Manager WALK IN Drive For Virtual COP RM - Roles & Responsibilities To engage regularly with the customers as defined by the contact policy and provide a Consistent & a Superior Digital Experience. Ensuring that customers get world-class services and their needs are understood and met through financial products that the...