Senior Wealth Manager
3 days ago
Job Description
Company Description
At WealthTrust Capital Services, we view wealth management as an art, aligning financial strategies with clients life ambitions. Our comprehensive services include investments, loans, insurance, and tax planning, all designed to optimize financial well-being. We uphold the highest standards of integrity, quality, honesty, and customer commitment. Our team is dedicated to making clients financial dreams a reality, providing a blend of financial expertise across diverse investment avenues. Based in Mumbai, our visionary and practical approach ensures client satisfaction even in volatile markets.
Role Description
This is a full-time on-site role for a Senior Wealth Manager based in Mumbai. The Senior Wealth Manager will be responsible for providing comprehensive financial planning, managing investment portfolios, advising on insurance and tax planning, and offering personalized financial solutions. Daily tasks include client consultations, developing tailored strategies, conducting market research, and ensuring clients financial goals are met. The manager is expected to grow the business and be able to justify revenue generated to company.
Qualifications
- Financial Planning and Investment Management skills
- Expertise in Investments and Finance
- Knowledge and experience in Insurance
- Strong analytical and decision-making skills
- Excellent communication and interpersonal skills
- Relevant certifications such as CFP, CFA, or equivalent are a plus
- Bachelor's degree in Finance, Economics, Business Administration, or related field
-
Senior Wealth Manager
2 weeks ago
Mumbai, India Nuvama Wealth Full timeCompany Description We suggest you enter details here. Role Description This is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for...
-
Senior Wealth Manager
4 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...
-
Apply in 3 Minutes! Senior Wealth Manager
3 weeks ago
Bengaluru, India Nuvama Wealth Full timeJob 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,...
-
Wealth Manager
3 weeks ago
india Nuvama Wealth Full timeNuvama 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
2 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
2 weeks ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
6 days ago
Mumbai, Maharashtra, India Stack Wealth Full time ₹ 10,00,000 - ₹ 30,00,000 per yearAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
2 weeks ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and...
-
Wealth Manager
3 weeks ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
1 week ago
mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
