Senior Wealth Manager
2 weeks ago
Company Name: Motilal Oswal Financial Services Limit (MOFSL)Location - Bengaluru, ChennaiProfile - Wealth ManagerKey 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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Leadership - Wealth Management
3 weeks ago
Bangalore Division, India Wealth Management Firm Full time🌟 Confidential Leadership Opportunity – Leading Wealth Management Firm 🌟 Location: Mumbai Experience: 12–20+ Years Employment Type: Full-Time | Senior Leadership About the Opportunity We are partnering with one of India’s leading Wealth Management firms to hire a seasoned senior leader to drive business strategy, growth, and team leadership. This...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and AhmedabadWe are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions. The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Senior Wealth Manager/Private Banker
4 weeks ago
Bangalore Urban, India Leading Wealth Management Group Full timeLocations- Delhi, Jaipur, Hyderabad, Bangalore and Ahmedabad We are seeking an accomplished Senior Wealth Manager / Private Banker (SVP and above) to lead and grow our HNI or UHNI client portfolio across key regions . The role involves managing a region independently or with a team (playing or non-playing captain), driving strong AUM growth, and ensuring...
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Global Wealth Manager
6 days ago
bangalore, India SBNRI Full timeAVP /Senior Manager – Wealth Gurgaon | Hybrid Experience: 6–15 years About the Role: We’re looking for a Wealth Rockstar who understands both NRI and RI portfolios inside out. You’ll bring deep expertise in Mutual Funds, PMS, and AIF , along with a strong personal investment mindset. If you thrive in a fast-paced, high-growth fintech setup — this...
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Wealth Manager
4 weeks ago
bangalore, India fydaa Full timePosition : Wealth Manager Location : Multiple Location (Remote) Employment Type : Full – Time About the Job Fydaa (unit of Multistrato Capital Advisors Private Limited) is a wealth-inclusive Bharat initiative to make a difference in our client’s lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our...
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Wealth Manager
2 weeks ago
bangalore, India Stockify Fintech Full timeLocations: Mumbai, Bangalore, Delhi Experience: 3–5 years Industry: Wealth Management Company: Stockify FintechAbout the Role Stockify is expanding its private-market advisory team and is looking for experienced Wealth Managers who understand unlisted shares, pre-IPO opportunities, and alternative investments. You’ll advise clients, identify new...
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Wealth Manager
4 days ago
bangalore, India equentis Full timeLocation: Mumbai, Lower Parel Department: Wealth/Equity Key Responsibilities: Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with...
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Vice President – Wealth
3 weeks ago
bangalore, India Creddinv Full timePosition: Vice President – Wealth Experience Required: 10–15 Years Location: Mumbai Employment Type: Full-Time About the Role The Vice President – Wealth will be a senior leadership role responsible for driving the Wealth Management division’s strategy, business growth, and client portfolio expansion. The role demands a high-performing individual...
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Client Engagement
7 days ago
Bangalore, India Mentor Wealth Full timeLocation: Bengaluru Company: Mentor Wealth About Mentor Wealth For 25 years, Mentor Wealth has been trusted by 2,500+ clients for ethical, technology-driven wealth management. We operate in a high-performance, growth-focused environment where accountability and innovation go hand in hand. About the Role We are looking for a sharp, energetic Client Engagement...