Wealth Manager
2 days ago
Job Description Key Responsibilities: Client Acquisition & Relationship Management - Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. - Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management - Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. - Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability - Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. - Recommend appropriate investment solutions based on client profiles and market outlook. Performance Tracking & Compliance - Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing. - Ensure adherence to regulatory guidelines and internal compliance standards. Business Growth & Market Intelligence - Meet revenue, asset mobilization, and client activation targets. - Stay updated on market trends and new products to deliver timely insights. Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut: 7796426971
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Wealth Manager
17 hours ago
India Dalmia Wealth Pvt Ltd Full timeCompany 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,...
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Wealth Manager
17 hours ago
India Dalmia Wealth Pvt Ltd Full timeCompany 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...
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Bengaluru, India Wealth Manager Full timeJob 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 /...
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Content Writer
3 weeks ago
Mumbai, India Nuvama Wealth Full timeJob 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...
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Wealth Management Advisor
6 days ago
Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...
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Wealth Manager
3 weeks ago
Kolkata, India Navya Nexus Pvt Ltd Full timeJob Description Company Description Navya Nexus is your destination for HR Services, Recruitment, and Digital Marketing Solutionscrafted to help startups, professionals, and founders grow, brand, and scale with purpose. We offer tailored services in HR operations, recruitment & talent solutions, career development, digital marketing, and brand strategy. At...
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Private Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Location: Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management CTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview) Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI...
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Senior Wealth Manager
1 week ago
India TekPillar® Full time € 30,00,000 - € 60,00,000Bangalore / Chennai / Hyderabad Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and wealth creation solutions through PMS, AIF, and other...
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Wealth Manager
17 hours ago
India D. R . Share & Stock Brokers pvt. Ltd. Full time € 20,000 - € 60,000We’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,...
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Wealth Manager
24 hours ago
Bengaluru, Karnataka, India ba712aed-fb76-4623-97fd-6f727aa32bad Full time ₹ 9,00,000 - ₹ 12,00,000 per yearCompany DescriptionSahaj Wealth Private Limited provides a comprehensive platform for managing a diverse range of financial products and services. These include mutual funds, bonds, insurance, unlisted stocks, equity/derivatives trading, portfolio management services (PMS), alternative investment funds (AIF), and structured products. Additionally, the...