▷ [Only 24h Left] VP - Wealth Management
2 weeks ago
Job Description Role Overview: The Investment Advisor will be responsible for providing strategic investment advice and portfolio management services to High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients. The role involves developing customized investment strategies, acquiring new clients, and driving business growth while ensuring superior client experience and compliance with financial advisory standards. Key Responsibilities: Client Advisory & Portfolio Management - Use financial acumen and investment expertise to assess client profiles and provide tailored investment solutions. - Collaborate with the Research and Advisory team to align portfolio recommendations with client goals and market trends. - Help clients achieve short-term and long-term investment objectives through effective financial planning and asset allocation. Client Acquisition & Relationship Management - Track and engage the HNI/Ultra HNI segment for new client acquisition opportunities. - Build, nurture, and strengthen client relationships to enhance loyalty and retention. - Conduct risk profiling of all mapped clients and align investment products to their individual risk appetites and financial goals. Sales & Business Development - Formulate and execute outbound and inbound sales strategies to expand the client base. - Achieve product-wise targets and drive cross-selling across asset classes in alignment with client demographics and risk profiles. - Focus on revenue growth, relationship value, and improving overall client stickiness. Market Research & Reporting - Continuously research and analyze investment opportunities and financial market trends. - Maintain daily and weekly reports, sales forecasts, and performance metrics for management review. - Ensure timely reporting and documentation of client interactions and portfolio actions. Qualifications: - Bachelor's or Master's degree in Finance, Business, or related field (MBA/CA/CFA preferred). - 515 years of relevant experience in investment advisory or wealth management. - Strong understanding of financial products, capital markets, and risk management. - Excellent interpersonal, communication, and analytical skills. - Ability to manage multiple client relationships and deliver superior service
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Only 24h Left! Account Manager
3 weeks ago
Chennai, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Wealth Manager
3 days ago
Chennai, Tamil Nadu, India Unified Vision Wealth Full timeCompany DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...
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(Only 24h Left) Wealth Manager
2 weeks ago
Chennai, India Creative Hands Hr Full timeJob Description PRE-REQUISITES: - - Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up. - Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above. - Experience of advising clients across all asset classes. - Candidates having good vintage in their present as well as previous...
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Account Manager
3 weeks ago
Chennai, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Account Manager
3 weeks ago
Chennai, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Account Manager
3 weeks ago
Chennai, India Anand Rathi Wealth Limited Full timeCompany Description Anand Rathi Wealth Limited (ARWL) is a NSE 500-listed company that simplifies wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs). Established in 2002, ARWL offers a transparent, data-driven, and objective-focused approach to private wealth management. Certified as a 'Great Place to Work,'...
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Wealth Manager
2 weeks ago
Chennai, Tamil Nadu, India Unified Vision Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per yearCompany DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...
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Senior Vice President of Wealth Management
1 week ago
Chennai, India Banking and NBFC job Full timeUrgent Mandate: VP/SVP Wealth Management with well reputed NBFC Location: Chennai & Bengaluru, Local candidates preferred Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience. Candidates having experience in Operation, analytics, please do not apply for this role....
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Senior Vice President of Wealth Management
1 week ago
Chennai, India Banking and NBFC job Full timeUrgent Mandate: VP/SVP Wealth Management with well reputed NBFC Location: Chennai & Bengaluru, Local candidates preferred Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience. Candidates having experience in Operation, analytics, please do not apply for this role....
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Senior Vice President of Wealth Management
1 week ago
Chennai, India Banking and NBFC job Full timeUrgent Mandate: VP/SVP Wealth Management with well reputed NBFC Location: Chennai & Bengaluru, Local candidates preferred Only candidates from Banks, NBFC's & Wealth Management companies, having sales experience of wealth products should apply with relevant experience. Candidates having experience in Operation, analytics, please do not apply for this role....
