Wealth Manager

**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...

Job Title: Strategic Wealth Advisor Location: Sector 28 Gurgaon Company: Oceano Apex Pvt. Ltd. Employment Type: Full-time About Us: Oceano Apex Pvt. Ltd. is a leading Wealth Management company based in Gurgaon, committed to providing innovative financial solutions. We are looking for a Strategic Wealth Advisor to enhance our online presence, engage with our...

About the CompanydeVere Group (dV) are the largest, independent, international advisory and wealth management company globally, and one of the world's leading independent financial institutions. We provide a range of innovative wealth and investment management services focused on addressing our customers' needs via a network of offices across the Middle...

Manage end-to-end client servicing operations for wealth management clients Handle a team of client service executives ensuring high-quality customer interactions and timely query resolution Oversee client portfolio processes including investment tracking account maintenance and financial documentation Coordinate with internal teams and external stakeholders...

**Company Overview**: Primedin **(प्रीमेडिन)** Wealth is a leading wealth management firm dedicated to providing comprehensive financial solutions to high-net-worth, mass affluent individuals and families. With a focus on personalized service, innovative investment strategies, and a commitment to client success, we are at the forefront of...

Job Responsibilty - As a Wealth Manager you will be responsible for - Building long-term relationships with NRI clients- Understanding client financial goals and crafting strategic investment recommendations- Handling India-based wealth investment advisory for NRIs- Collaborating with internal Service RMs for pre- and post-investment executionRequirements -...

Head – Corporate and Community SalesRole:You will lead the regional charter for our Corporate B2B2C business. This strategicrole involves acquiring and nurturing key partnerships in corporates and communities todistribute our financial solutions at scale to employee bases.You will act as a trusted advisor to senior stakeholders in HR, Finance, and...

Job Title: Wealth Relationship Manager (Wealth RM) Location: M3M, Sector 65 ,Gurugram Experience: 5-7 Years Key Requirements5-7 years of experience in wealth management, preferably with banks, NBFCs, or wealth management firms.Proven ability to build and manage strong client relationships.Must possess a personal database of HNI/UHNI clients and strong...

**Description**: The Health, Wealth & Career (HWC) segment of Towers Watson, a WTW business, creates breakthroughs that matter for clients in areas that stretch from healthcare to retirement strategy, from employee experience to total rewards, and much more in between. With a diverse portfolio of products, solutions and services across the HWC businesses,...

**Key Roles & Responsibilities**: - To be responsible for managing Key Clients - HNIs and Ultra HNIs and provide expert relationship management experience. - In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate...