Wealth Manager
13 hours ago
Job Description Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Wealth Manager located in Lucknow. The Wealth Manager will be responsible for assisting clients in achieving their financial goals through strategic financial planning and effective asset management. Day-to-day tasks include analyzing clients financial positions, developing investment strategies, managing investment portfolios, and providing guidance on insurance and risk management solutions. The role also involves building and maintaining strong relationships with clients, ensuring their financial needs are met with optimal solutions. Qualifications - Proficiency in Financial Planning and Insurance to help clients create secure and effective strategies. - Expertise in Investment Management, Investments, and understanding of various financial instruments. - Strong foundational knowledge in Finance and the financial services industry. - Excellent analytical, communication, and interpersonal skills to build trust and rapport with clients. - Ability to adapt and provide tailored advice to meet diverse client needs and objectives. - Bachelor's degree in Finance, Economics, Business Administration, or a related field. A professional certification such as CFP, CFA, or equivalent is preferred. - Prior experience in wealth management, financial advising, or a related role is advantageous.
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Senior Wealth Manager
1 week ago
Pune, Maharashtra, India, Maharashtra Nuvama Wealth Full timeAbout Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
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Senior Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India, Tamil Nadu Nuvama Wealth Full timeAbout Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
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Relationship Manager – Wealth Management
2 weeks ago
Vadodara, Gujarat, India, Gujarat UpperCrust Wealth Pvt.Ltd. Full timeTop 5 Reasons to Build Your Career at UpperCrust Wealth 1. Biggest Wealth-Management Setup in VadodaraWork with one of the city’s strongest and fastest-growing financial teams. 2. Exposure to Every Major Investment ProductPMS, Mutual Funds, AIFs, Insurance, Corporate Treasury — learn everything under one roof. 3. Work With the Largest & Most...
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Wealth Manager
4 weeks ago
Lucknow, Uttar Pradesh, India STAFFIAA Full timeWe re Hiring Wealth Manager Leading Wealth Management Firm Locations Chennai Hyderabad Coimbatore Madurai Bangalore Delhi Mangalore Mumbai Pune Indore Nagpur Ahmedabad Jaipur Lucknow Experience Minimum 8 years in Wealth Management CTC No bar for the right candidate Company One of India s Leading Wealth Management Firms About the Role We are looking for...
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Wint Wealth
3 weeks ago
Bengaluru, India Wint Wealth Full timeJob Description Established in 2020, Wint Wealth is one of India's largest online bond platforms, trusted by over 70,000+ investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform provider (OBPP) registered with SEBI as a debt broker. We...
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Wealth Manager
2 weeks ago
india KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
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Wealth Manager
2 days ago
India equentis Full timeLocation: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size - Identify fitment of Wealth Advisory products matching the client’s investing goals - Interact with potential customers with the...
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Wealth Manager
3 weeks ago
Gurugram, Gurugram, India NexionPro Services Full timeJob Description Job Title: Wealth Relationship Manager (Wealth RM) Role Overview We are seeking an experienced Wealth Relationship Manager (Wealth RM) to join our growing team. The ideal candidate will bring strong client relationships, a proven track record in wealth management, and the ability to generate sales through personal networks. Key...
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Wealth Manager
2 days ago
Mumbai, Maharashtra, India, Maharashtra AQM Technologies Full timeJob Title: Test Engineer – Wealth OperationsLocation: Ghatkopar, MumbaiExperience: 1–5 YearsEmployment Type: Full-timeJob Description:We are looking for a motivated and detail-oriented Test Engineer (Wealth Operations) to support testing of back-office and middle-office systems in the Wealth Management domain. This role suits professionals from wealth...
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Wealth Manager
2 weeks ago
Delhi, India, India KG Engineering & Consultancy Full timeJob SpecificationsRole Designation: Sr RM/RM Investment ProductsDepartment: Investment ProductsFunction: Sales/Wealth Management Company: MOFSL Reporting to: Cluster ManagerLocation: Delhi, NoidaJob PurposeThe role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all...
