Chief Wealth Strategist
1 week ago
About UsOptima.ai is a wealth management company that aims to craft intelligent wealth for the new India.We're not just digitalizing wealth management, but redefining what intelligent wealth feels like — calm, clear, and crafted from first principles.We strive to deliver sustainable wealth growth through strategic investment and customized portfolio management.Our team of experts works closely with clients to understand their financial goals and create tailored solutions that meet their unique needs.We prioritize transparency and open communication, ensuring that our clients are always informed and engaged throughout the process.By leveraging cutting-edge technology and innovative strategies, we aim to redefine the future of wealth management.We believe in empowering our clients to make informed decisions about their financial futures.Our goal is to provide exceptional service, unparalleled expertise, and personalized attention to each client.We continuously monitor market trends and adjust our strategies to ensure optimal results for our clients.We foster a collaborative environment where our team members can share knowledge, learn from each other, and grow professionally.
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Financial Wealth Strategist
1 week ago
mumbai, India beBeeFinancial Full timeJob Title: Financial Wealth StrategistWe are seeking a skilled and experienced Financial Wealth Strategist to join our team. The ideal candidate will have a strong understanding of financial markets and be able to provide expert advice to high net worth clients.Develop and maintain relationships with existing clients, providing them with tailored financial...
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Director - Chief Investment Strategist
2 weeks ago
Mumbai, Maharashtra, India Standard Chartered Full timeJob Summary The chief investment strategist will be responsible for driving investment strategy from formation of asset class views to publishing market outlook and commentaries and engaging in client conversations directly and through events and webinars The CIS will be responsible for increasing visibility and help wealth solutions attain thought...
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Investment Strategist
4 days ago
Mumbai, Maharashtra, India Standard Chartered Full timeJob ID: 28886 Location: Mumbai, IN Area of interest: Private Banking & Wealth Management Job type: Regular Employee Work style: Office Working Opening date: 14 May 2025 **Job Summary** - The investment strategist will be part of the Investment strategy team and responsible for driving the formation of asset class views, publish market outlook and...
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Mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate...
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mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate...
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Mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:Develop and provide solutions to the client’s basis their requirementsConduct timely and regular follow-up with the leads and tag them on broadcasts and news articlesIncrease client base by meeting new clients, taking reference from the existing investors and thereby building AUMInitiate...
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Mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM...
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Mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: - Develop and provide solutions to the client's basis their requirements - Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles - Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM...
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Mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth ManagementJob Profile:- Develop and provide solutions to the client's basis their requirements- Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles- Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM-...
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Mumbai, India Bajaj Capital Ltd Full timeDesignation- Sr Manager/ Chief Manager/ Wealth Management Job Profile: Develop and provide solutions to the client’s basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM...
