Chief Wealth Manager
2 weeks ago
The primary focus of this role is to provide expert financial advisory services to high net worth and ultra-high net worth individuals.
Key Responsibilities:- Develop and implement effective strategies for growing client assets under management.
- Recruit, train, and mentor a team of financial advisors to deliver exceptional client service.
- Maintain strong relationships with existing clients and acquire new ones through targeted business development initiatives.
To be successful in this role, you will need to have a deep understanding of the wealth management industry and excellent communication skills.
Requirements:- At least 10 years of experience in wealth management advisory services.
- A postgraduate degree from any discipline is mandatory.
- Minimum 3-4 years of stability in your current and previous assignments.
This role requires a strategic thinker with a proven track record of delivering results in a fast-paced environment.
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Wealth Manager
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Wealth Manager
2 weeks ago
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4 days ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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2 weeks ago
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Wealth Manager
4 days ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and...
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Wealth Manager
3 days ago
Mumbai, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
3 days ago
Mumbai, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
