Private Wealth Manager
1 day ago
Job Description Company Description RJ Everlasting Talent Network LLP is a dynamic HR consultancy start-up that specializes in both legal and non-legal HR solutions. We tailor our services to meet the evolving needs of modern businesses. With a deep understanding of both legal and practical HR, we're your trusted partner in navigating the legal complexities of workforce management. Job title Private Wealth Manager / Investment Counsellor Department - Private Wealth Employment Type - Permanent This information aims to offer insight into the functional role within the company. These duties and responsibilities are only illustrative and not exhaustive. Additional duties may be assigned to maintain business standards. The post-holder is expected to contribute to the business and maintain the highest of standards. Moreover he/she must adhere to the company policies and must maintain a certain degree of discipline and decorum whilst under the service of the company. Job descriptions may be modified as needed to align with company requirements. General brief about the role: The Investment Counsellor / Private Wealth Manager plays a vital role in providing investment advice and curated solutions to HNI/Ultra HNI clients. The ideal candidate will possess a deep understanding of financial markets, a proven track record in managing investment portfolios, and exceptional interpersonal skills to build strong client relationships Essential Duties and Responsibilities: - Develop and maintain strong, trusted relationships with HNI/Ultra HNI 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 Personnel Specification Education - Master's Degree from an accredited College Experience - 8 Years experience in investment management, wealth advisory, or related financial services roles. Skill Sets - - Communication Skills (Must be multilingual with excellent communication) - Market knowledge (understand the dynamics of financial business) - Resourcefulness - Convincing Skills - Analytical skills Behavioural Competencies - - Service oriented - Perseverance - Interpersonal skills - Cultural sensitivity - Willingness to learn - Initiative - Teamwork and Cooperation - Result Oriented - Creativity and Innovation - Communication and courtesy to customers Certifications - Mandatory certifications must be acquired as per the Industrial Certification policy of the Company.
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Private Wealth Manager
2 weeks ago
Pune, Maharashtra, India Ascending Wealth Solutions Full time ₹ 2,40,000 - ₹ 4,80,000 per yearJob DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...
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Private Banker
7 days ago
Bengaluru, India TriGen Wealth Full timeJob Description Company Description TriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India, Maharashtra 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...
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Wealth Manager
2 weeks ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Private Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India, Maharashtra equentis Full timeLocation – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client Meetings or...
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Wealth Manager
2 weeks ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe are a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly processes, platform and fantastic L&D team makes Wealth manager and RM partnership even stronger.Locations: Ahmedabad, Mumbai &...
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Private Wealth-operations Associate
2 weeks ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany 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...
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Private Wealth Support Associate
6 days ago
Pune, Maharashtra, India AllianceBernstein Full timeSupport 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...
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Pune, India Ink wealth Full timeWe’re Hiring – Relationship Manager (Wealth & Insurance) Key Responsibilities: Develop and maintain long-term relationships with clients for wealth and insurance products. Identify customer needs and recommend suitable investment and insurance plans. Achieve sales and business targets through lead generation and client referrals. Ensure timely servicing...
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Relationship Manager
3 days ago
Pune, India 360 ONE Wealth Full timeJob Description Role Overview: An experienced Private Banker who can manage and grow relationships with High-Net-Worth Individuals. This role involves client acquisition, personalised investment advisory, and delivering an exceptional wealth management experience through a phygital journey. Key Responsibilities: - Identify and onboard HNW clients through...
