Wealth Management Advisor Dubai

4 days ago

ernakulam district, India prosperity services Full time

Company Description Prosperity Services Kochi Role Description This is a full-time on-site role for a Client Relationship Manager at Prosperity Services located in Kochi. These are central client-facing roles where professionals advise clients on wealth growth, manage their investment portfolios, and develop personalized financial plans covering investment, retirement, and estate planning.  The role involves managing client portfolios, building strong relationships, identifying business opportunities, and ensuring client satisfaction. Qualifications Demonstrated experience in sales and client relationship management Strong communication and interpersonal skills Ability to multitask and prioritize in a fast-paced environment Knowledge of financial services and products Analytical and problem-solving skills Bachelor's degree in Business Administration or related field Sales Experience in Financial Services Industry is a plus

  • Account Manager

    1 week ago

    chennai district, India Anand Rathi Wealth Limited Full time

    Company 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,'...

  • Domestic Wealth Relationship Manager

    1 week ago

    Mumbai City District, India Mcap Wealth Pvt Ltd Full time ₹ 6,00,000 - ₹ 8,00,000 per year

    Domestic Wealth ManagementJoining Date: Immediate or with in 1 monthGender: Male CandidateContact Details: About Company : Mudra Portfolio Managers is a registered financial services distribution company headquartered in Mumbai, offering comprehensive financial solutions and transaction expertise covering portfolio advisory services, wealth management, loans...

  • Wealth Manager

    6 days ago

    bangalore district, India equentis Full time

    Location – Bangalore/Mumbai Position: Wealth Manager Broader Role / Responsibilities: Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...

  • Wealth Management Intern

    1 week ago

    bangalore district, India Prosperr.io Full time

    About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

  • Wealth Manager

    2 weeks ago

    Mumbai City District, India Topgear Consultants Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    This Opportunity is with a leading Financial Services company for their office in Mumbai locationRole: Wealth ManagerExperience: 5 - 8 YearsJob Description:Roles & Responsibilities:Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions.Designing And Executing Investment Strategies To Drive Portfolio Performance And...

  • Real Estate Advisor

    2 weeks ago

    Jaipur District, Rajasthan, India Zoopero Marketing Private Limited Full time

    We are seeking a dedicated and resilient Real Estate Advisor to join our team in Dubai in a 100% work-from - office mode. This role requires a proactive and entrepreneurial approach to selling real estate, handling rejections, and consistently achieving sales targets. Pay: ₹360,000.00 - ₹600,000.00 per year Schedule: - Day shift Supplemental Pay: -...

  • Senior Vice President of Wealth Management

    1 week ago

    chennai district, India Banking and NBFC job Full time

    Very urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Chennai Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers....

  • Senior Vice President of Wealth Management

    1 week ago

    bangalore district, India Banking and NBFC job Full time

    Very urgent requirements for a well reputed NBFC into Private Wealth Management as : Wealth Relationship Manager Grade: VP/SVP Location: Bengaluru Individual & Playing Captain Role both profiles are available Only local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus,...

  • Student Advisor

    5 days ago

    Ernakulam, India Talent Mind Consultancy Full time

    We are hiring Position - Student Advisor Salary - 25k Location - Ernakulam Exp-1-2year - Create a supportive and caring environment for advising meetings - Encourage you to explore your passions, talents, and goals - Offer advice and guidance on selecting courses and academic programs - Provide strategies to help you improve time-management,...

  • Insurance Advisor

    1 week ago

    Ernakulam, India B4BRAIN LABS LLP Full time

    Should have minimum 1 year experience in handling sales of any reputed brand - Should Know English Fluently to speak and write. - Mode of Job is Work From Home - Laptop is required - Should know Excel and Word - Should be very talkative and convincing since a lot of phone calls with customers are involved. - Working hours are 10.30 AM to 7.30 PM as the...