Wealth Manager

4 weeks ago

Lucknow Uttar Pradesh, India STAFFIAA Full time

We 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 experienced Wealth Managers to join a leading wealth management company with a strong presence across India This role involves offering end-to-end investment and financial planning solutions to HNI and UHNI clients helping them achieve their long-term financial goals through customized strategies Key Responsibilities Develop and implement comprehensive financial plans tailored to individual client needs Build and manage diversified investment portfolios aligned with client objectives and risk profiles Monitor financial markets analyze trends and provide timely investment recommendations Maintain and grow client relationships through regular reviews and proactive advisory Ensure full compliance with regulatory requirements and internal risk guidelines Qualifications Graduate in Finance Economics Business or a related field CFP certification preferred 8 years of relevant experience in wealth management financial planning or investment advisory Strong understanding of financial products capital markets and investment regulations Excellent communication relationship-building and advisory skills Key Skills Financial Planning Portfolio Management Capital Market Expertise Risk Analysis Client Relationship Management Apply Now If you are a result-driven wealth management professional looking for your next big opportunity please share your updated CV at resume staffiaa com For queries feel free to connect with us directly - Mobile - 91 92142 25599 Build long-term client value and a rewarding career with one of India s premier wealth management platforms

  • Wealth Management

    1 day ago

    Lucknow, Uttar Pradesh, India Talengage Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionOur client is one of the leading NBFC.Cluster Head / Regional Head - Private WealthExperience - 10+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation - Bhubaneswar ,Mumbai , Delhi ,Pune ,Ahmedabad ,Kolkata, Chennai , Jaipur, Indore , Bangalore, Hyderabad,Education - UG / PGRole DescriptionThis is a...

  • Functional Expert

    1 week ago

    uttar pradesh, India Dailoqa Full time

    Job Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole Overview:We are seeking a Functional Expert with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform...

  • Wealth Relationship Manager

    13 hours ago

    uttar pradesh, India Wise Finserv Full time

    Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...

  • Relationship Manager-First Wealth

    4 weeks ago

    Lucknow, India Dream Solution Indore Full time

    Role & responsibilities Job Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: Lucknow Additional Parameters Minimum 3 years of experience in wealth management or relationship management in the banking or financial services industry...

  • Wealth Manager

    4 weeks ago

    Lucknow, India BFC Capital P. Ltd. Full time

    Job description The WM will be required to move into the market and promote services of the company, brief people about the utility of our services and handle operational and technical issues of our existing clientele. Convincing Skills | Analytical Skills | Inter Personal Skills Interest towards Sales & Field Activities Self-Motivated | Extrovert|...

  • Wealth Manager

    5 days ago

    Lucknow, Uttar Pradesh, India BFC Capital P. Ltd. Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job descriptionThe WM will be required to move into the market and promote services of the company, brief people about the utility of our services and handle operational and technical issues of our existing clientele.Convincing Skills | Analytical Skills | Inter Personal SkillsInterest towards Sales & Field ActivitiesSelf-Motivated | Extrovert|...

  • Financial Advisor/ Sales

    2 days ago

    Noida, Uttar Pradesh, India Wealth redefine Full time

    **Company Description** Wealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores. **Role Description** This is a full-time on-site role for a Financial...

  • Urgent Search! Functional Consultant – Industry Role Wealth Management

    1 week ago

    Noida, Uttar Pradesh, India Dailoqa Full time

    Role Overview We are seeking a Functional Consultant with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform how wealth managers banks and fintechs serve their clients The role...

  • Wealth Relationship Manager

    8 hours ago

    Kanpur, Uttar Pradesh, India, Uttar Pradesh Wise Finserv Full time

    Role DescriptionThis is a full-time on-site role for a Wealth Relationship Manager located in Kanpur & LucknowThe role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CWM or CFA will have an added...

  • Equity Dealer

    7 days ago

    Lucknow, India AVP Wealth Full time

    We deal in the field of providing Financial Services and Wealth Management. We believe that a diverse range of talents will bring creative skills and ideas to the table. We have a team of enthusiastic and energetic people who want to grow themselves. We strive to upgrade the skills and efficiency of our work force and provide our employees a process driven...