Priority Wealth Manager

2 weeks ago


Chandigarh India myGwork - LGBTQ+ Business Community Full time

Job Description This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary Strategy - Ensure that all of the above services are delivered with accuracy and warmth Business - Assist in Service Delivery by ensuring timely service to customers so customer traffic is efficiently managed. Recommend workflow changes for customer service with greater efficiency and effectiveness. Processes - General Reconciliation and Compliance Activities at their level People & Talent - Contribute to branch performance through referrals, efficient customer service, effective operations controls Risk Management - Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. Governance - Educating customers about alternate banking channels so specific transactions can be migrated to net banking, phone banking, ATMs, etc Key Responsibilities Regulatory & Business Conduct - Display exemplary conduct and live by the Group's Values and Code of Conduct. - Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. - Lead to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] - Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. - Serve as a Director of the Board - Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Other Responsibilities - Embed Here for good and Group's brand and values in ; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats). Skills And Experience - Ensure that all of the above services are delivered with accuracy and warmth - Assist in Service Delivery by ensuring timely service to customers so customer traffic is efficiently managed. Recommend workflow changes for customer service with greater efficiency and effectiveness. - Sales Referrals: where relevant, identify prospects for cross-selling from observation of customer transactions and highlight the same to sales staff - Contribute to branch performance through referrals, efficient customer service, effective operations controls - Candidate is aware of bank's Mis-selling & Sales Policies and ensure adherence all the times. - Educating customers about alternate banking channels so specific transactions can be migrated to net banking, phone banking, ATMs, etc. Qualifications - Graduate/ Post Graduate - Anywhere between 1 - 4 years of overall experience - Banking knowledge - Understanding of front and back office processes and procedures - Good Interpersonal Skills - Strong Communication Skills - Team-playing ability - Customer and Service Orientation About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together We - Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do - Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well - Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term What We Offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing. - Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. - Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. - Flexible working options based around home and office locations, with flexible working patterns. - Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits - A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. - Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.


  • Wealth Manager

    13 hours ago


    India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. Role Description DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI,...

  • Wealth Manager

    13 hours ago


    India Dalmia Wealth Pvt Ltd Full time

    Company Description Dalmia Wealth Pvt Ltd is one of the largest boutique Wealth Management Companies in India. We are dedicated to providing top-notch services tailored to meet the unique financial needs of each client. DWPL is expanding its  wealth distribution business  and looking for driven  Relationship Managers  to onboard HNI, NRI, and corporate...

  • Content Writer

    3 weeks ago


    Mumbai, India Nuvama Wealth Full time

    Job Description Overview: We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and...


  • Ahmedabad, India Nuvama Wealth Full time

    Job Description Wealth Manager | Partner Business Job Overview We 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:...


  • Bengaluru, India Wealth Manager Full time

    Job Description NOTE - to be considered for this role you must submit a short Instagram reel about financial markets to [Confidential Information]. Without this, your application will not be considered. Duration: 2-6 months Start Date: As soon as possible Key Responsibilities: Content Creation (70%) - Research and develop Social media content for an AI /...

  • Wealth Manager

    7 minutes ago


    Chandigarh, India D. R . Share & Stock Brokers pvt. Ltd. Full time

    🔵 Hiring: Wealth Manager – Mutual Funds (Entry-Level | Freshers Welcome) 📍 Chandigarh | On-Site 🏢 DR. Shares & Stock BrokersWe are looking for entry-level candidates with basic mutual fund knowledge and strong communication skills. If you’re interested in building a long-term career in wealth management, this role is a great place to start.Key...

  • Wealth Manager

    4 hours ago


    Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full time

    We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management) Location: Chandigarh (On-Site) Company: DR. Shares & Stock Brokers Are you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building? If you bring expertise,...

  • Wealth Manager

    2 weeks ago


    India Talent Corner HR Services Pvt Ltd Full time

    Role: Financial Planner/Wealth Manager This is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax...

  • Wealth Manager

    1 week ago


    Chandigarh, Chandigarh, India D.R. SHARE AND STOCK BROKERS PVT LTD Full time ₹ 3,60,000 - ₹ 6,00,000 per year

    Job Title: Wealth Manager – Mutual Fund DepartmentSalary: ₹30,000 – ₹50,000 per month (negotiable for the right candidate)Location: ChandigarhCompany: D.R. Shares & Stock Brokers Pvt. Ltd.Job Type: Full-Time | On-siteExperience: 1–2 Years (AMC/Mutual Fund Industry Preferred)Job Overview:We are seeking a qualified and client-focused Wealth Manager...

  • Wealth Manager

    6 hours ago


    Chandigarh, India D. R. Share & Stock Brokers pvt. Ltd. Full time

    🔵 We’re Hiring: Wealth Manager – Mutual Funds (Client Advisory | Zoom Meetings | Portfolio Management)Location: Chandigarh (On-Site)Company: DR. Shares & Stock BrokersAre you an experienced mutual fund professional who can confidently handle client advisory, Zoom meetings, portfolio reviews, and long-term relationship building?If you bring expertise,...