Private Wealth Management Specialist

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

We are seeking an experienced Private Wealth Sales Specialist to join our team at Team Geek Solutions Private Limited. The successful candidate will possess a strong background in wealth management, private banking, and portfolio management, with a proven track record of delivering exceptional results.Key Responsibilities:Manage and deepen the financial...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Role SummaryWe are seeking a skilled Wealth Management Specialist to join our team at Team Geek Solutions Private Limited. As a key member of our wealth management team, you will be responsible for managing high net worth individuals and providing expert financial advice to help them achieve their financial goals.Key Responsibilities:- Acquire and advise...

Job Description9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Global Wealth Management Specialistto join our team. As a Global Wealth Management Specialist, you will be responsible for client onboarding, periodic KYC reviews, and risk management. The ideal candidate will have a Post-graduate/Graduate degree in Finance,...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...

Position OverviewLadderUp Wealth Management Pvt Ltd is seeking a highly skilled Estate Planning Specialist to join our team. As an Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns.Key Responsibilities:Creating tailored estate plans for clients, including wills,...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job Title: Global Private Banker and Wealth ManagerJob Summary: We are seeking a highly skilled Global Private Banker and Wealth Manager to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for managing high-net-worth clients and delivering exceptional customer...

Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

Location - Mumbai - Lower Parel. Position : Wealth Manager Private Wealth. Broader Role / Responsibilities:. Acquisition of Wealth Clients:.- Wealth Manager will be responsible for acquiring & advising HNI clients. of Affluent & Super Affluent client base from the existing pool of clients within. the company will be given.- Build up the sales funnel via...

Are you experienced in managing High Net Worth Individuals (HNIs) and passionate about wealth management? Join Equentis and play a key role in helping our affluent clients achieve their financial goals!Key Responsibilities:- Acquire and advise HNI clients (Affluent & Super Affluent) from our existing client base.- Maintain client relationships and generate...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...