Global Wealth Manager
3 weeks ago
Job Description
Job Description -
- As the GlobalWealth Manager, you will be responsible for gaining a deep understanding of the clients financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.
- You will be supported by Service RMs, who will help you with pre and post investment processes. Overall, we need a person who is motivated to create an impact for TG which is highly underserved.
- The person who is passionate to disrupt NRI space should definitely apply.
- Min 5-15 yrs of relevant experience with a wealth / bank wealth / wealth-tech in a client facing role.
- Understanding of various financial products PMS, AIF, Mutual Funds, Bonds, Structured Products etc, with experience in at least one of these.
- A product mindset - understanding of how processes can be digitised.
- Experience in NRI Wealth/ Investments space would be an advantage.
- Proficiency in English, CRM, Excel and PPT.
- Compensation -
- exciting incentive structure
Location Gurgaon
-
Wealth Manager
1 week ago
india Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe 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: Ahmedabad, Mumbai &...
-
Wealth Management Consultant
3 weeks ago
Gurugram, Gurugram, India deVere Group Full timeJob Description Company Description deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $15 billion under management and more than 80,000 clients in over 100 countries. With 70 offices around the world, the company offers...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
7 days ago
Ahmedabad, Gujarat, India, Gujarat Nuvama Wealth Full timeWealth Manager | Partner BusinessJob OverviewWe 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: Ahmedabad, Mumbai &...
-
Wealth Advisor
1 week ago
Gurugram, Haryana, India Primedin Wealth Pvt. Ltd. Full time**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...
-
▷ (Apply in 3 Minutes) Wealth Manager
6 days ago
Ahmedabad, India Nuvama Wealth Full timeJob 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:...
-
▷ [High Salary] Wealth Manager
3 weeks ago
Gurugram, Gurugram, India Grip Invest Full timeJob Description Key Responsibilities - Acquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients. - Prospect and onboard investment distributors / IFAs to expand product reach. - Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed...
-
Content Writer
2 weeks ago
Mumbai, Maharashtra, India, Maharashtra Nuvama Wealth Full timeOverview: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 other in house...
-
Kazam - Wealth Manager
2 weeks ago
Gurugram, India Kazam Full timeKey Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...
-
Gurugram, India Torfac Canada Inc Full timeDescription:About CompanyTorfac signifies growth for every individual part of our team. We are a global organization with a vision of providing best in class service by harnessing synergies derived from combining cutting edge technology and human intelligence. The success of every organization depends on the team, and we are proud to say that, here at...