Private Wealth Manager

2 weeks ago

India Mena Consulting Full time

Responsibilities KPIs - Develop and maintain strong trusted relationships with HNI UHNI clients - Understand clients financial objectives risk tolerance and investment preferences to tailor personalized investment strategies portfolios - Provide ongoing communication and proactive updates to clients regarding portfolio performance asset allocation and market developments to identify opportunities risks - Stay abreast of industry best practices regulatory changes and emerging investment trends to provide informed advice and innovative solutions to clients - Acquire new clients via references from existing clients open market and Increase engagement of existing clients by providing complete financial planning solutions portfolio reviews - Accountable to achieve annual targets on AUM revenue in the respective geography Aiming for consistent growth of customer wallet share and book size - Participate in client meetings presentations and educational seminars to showcase the firm s capabilities and expertise Qualifications - Must have completed an MBA from a premier business school CFP CWM NISM or other relevant certifications preferred - Minimum of 5 years of experience in investment management wealth advisory or related financial services roles - Good communication presentation skills English is mandatory and a command of the local language would be beneficial - Proven track record of successfully managing investment portfolios for HNI UHNI clients - Deep understanding of financial markets investment products asset allocation framework - Strong interpersonal and communication skills with the ability to build rapport with clients articulate investment concepts and deliver compelling presentations - Ability to work independently prioritize tasks and manage multiple client relationships in a fast-paced dynamic environment - Demonstrated commitment to ethical conduct fiduciary responsibility and compliance with regulatory requirements Location Mumbai ref updazz com

  • Wealth Manager

    3 days ago

    india Nuvama Wealth Full time

    Nuvama Wealth is hiring for below positions for their Digital Business- Job description Roles and Responsibilities - Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings - Manage HNI & UHNI clients through client visits, suggest financial products to the...

  • Wealth Manager

    14 hours ago

    Chennai, India Unified Vision Wealth Full time

    Job Description Company Description Unified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong...

  • Head of Wealth Management

    2 weeks ago

    India GDFS Group Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...

  • Strategic Wealth Manager

    1 week ago

    India beBeeRisk Full time ₹ 6,00,000 - ₹ 12,00,000

    We are seeking a seasoned Relationship Manager to join our team. As a leading firm in private wealth management, we offer data-driven financial strategies that create, protect, and transmit wealth transparently.The successful candidate will have strong relationship-building skills, excellent communication abilities, and a proven track record of aligning...

  • Apply in 3 Minutes! Senior Wealth Manager

    3 days ago

    Bengaluru, India Nuvama Wealth Full time

    Job Description Company Description Nuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

  • Senior Wealth Manager

    1 week ago

    India beBeeWealth Full time ₹ 40,00,000 - ₹ 65,00,000

    Job OverviewWe are seeking a Senior Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing investment advice and wealth management solutions.Key Responsibilities:Acquire, nurture and grow relationships with high-net-worth clients and their families.Provide tailored wealth...

  • Relationship Manager – Wealth Management_ Pune

    1 week ago

    India Scripbox Advisors Full time ₹ 5,00,000 - ₹ 8,00,000 per year

    We are seeking a dynamic and client-focused Relationship Manager with 2–4 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and managing client relationships, providing customized investment solutions, and ensuring superior client service to achieve business growth.Job...

  • VP - Relationship Manager

    1 week ago

    India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting...

  • Relationship Manager(Vice President)

    1 week ago

    India Anand Rathi Wealth Limited Full time

    Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and...

  • Senior Vice President of Wealth Management

    1 week ago

    India Banking and NBFC job Full time

    Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an...