Private Wealth

Wealth Management SpecialistDevelop and execute financial planning, investment management, and asset allocation strategiesCultivate deep understanding of clients' financial goals and provide tailored advice to ensure effective wealth managementCollaborate with other partners and utilize resources to optimize client solutions and enhance service deliveryKey...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Market Lead/Sr. Market LeadWe are seeking a dynamic and result-oriented Market Lead/Sr.Market Lead to spearhead business growth, redefining Private Wealth for India's emerging HNIs.Provide financial advice and implement financial planning recommendations for high net worth clients.Monitor financial market trends to ensure client plans remain...

We are currently seeking a seasoned Certified Financial Planner to fill a dynamic role as Senior Relationship Manager in our Hyderabad office.About the RoleThis is an exceptional opportunity for a skilled professional with a proven track record in financial planning, wealth management advisory, and client relationship management.Key Responsibilities:Client...

Role Summary & Role DescriptionMinimum of 5-8 years of related Private Equity and/or Fund Accounting experience.Good interpersonal and organizational skills.E2E Private Equity knowledge.Some understanding of operational functions within Private Equity and/or Fund Accounting. PERSON SPECIFICATION Adhere to State Street Alternative Investment Solutions...

Role Summary & Role DescriptionMinimum of 3-4 years of related Private Equity and/or Fund Accounting experience.• Good interpersonal and organizational skills.• E2E Private Equity knowledge.• Some understanding of operational functions within Private Equity and/or Fund Accounting. PERSON SPECIFICATION  Adhere to State Street Alternative Investment...

Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to lead our wealth management team in Hyderabad. As a key member of our team, you will be responsible for providing end-to-end investment advisory and wealth management solutions to High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients.The successful...

Job Category Analyst ASSET MANAGEMENTBringing together traditional and alternative investments we provide clients around the world with a dedicated partnership and focus on long-term performance As the firm s primary investment area we provide investment and advisory services for some of the world s leading pension plans sovereign wealth funds ...

Position Overview:We are seeking a meticulous and driven professional to join our Private Wealth Product Research team. The role will focus on product evaluation, investment analysis, and portfolio support to deliver differentiated solutions for high-net-worth clients.Key Responsibilities:Product Research & Strategy:Conduct qualitative and quantitative due...

Role OverviewDeliver high-quality financial planning recommendations to clients with substantial wealth.Stay up-to-date on market trends to ensure client plans are responsive and proactive.Grow Assets Under Management by effectively allocating client funds.Meet targets through the sale of investment products and revenue generation.Provide tailored investment...