Wealth Management Specialist

3 days ago


Bengaluru, Karnataka, India Leading bank Full time
Job Description

About Us

We are a leading bank seeking experienced professionals to join our team as Wealth Management Specialists.

Company Overview

We offer a unique opportunity to work with affluent clients, providing personalized wealth management solutions and building long-term relationships.

Salary

The estimated salary for this position is ₹25 lakhs per annum, commensurate with experience.

Job Responsibilities

  1. Client Acquisition and Relationship Management: Identify and acquire new clients through referrals, networking, and other means. Build strong relationships with existing clients to increase portfolio growth and retention.
  2. Portfolio Analysis and Investment Advice: Analyze clients' financial situations, risk tolerance, and investment goals to provide tailored investment advice and product recommendations.
  3. Product and Service Knowledge: Stay updated on the latest banking products and services, including wealth management solutions, to effectively communicate their benefits to clients.
  4. Process Management: Ensure seamless transaction execution, maintain accurate records, and adhere to defined compliance norms.
  5. Knowledge Development: Continuously build knowledge on available products, coordinate with product/investment/advisory/research groups, and stay updated on market trends.

Requirements

  • 3-12 years of experience in wealth management or a related field.
  • Strong customer relationship management skills and ability to acquire clients around specific product offerings.
  • Excellent verbal and written communication skills to mentor clients properly.
  • Ability to work in a team environment and adapt to changing market conditions.

Benefits

We offer a competitive compensation package, comprehensive training, and opportunities for career growth and development.

Other Opportunities

We encourage applicants from diverse backgrounds to apply and be part of our dynamic team.



  • Bengaluru, Karnataka, India Spark Private Wealth Full time

    About Spark Private WealthWe are a mid-market financial services franchise that offers investment banking, asset management and private wealth management solutions. Our team consists of experienced professionals who provide innovative financial services to our clients. As a Private Wealth Specialist at Spark Private Wealth, you will play a key role in...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    Job SummaryWe are seeking a highly skilled Financial Growth Specialist to join our team at Stack Wealth. As a key member of our financial operations team, you will play a vital role in helping us achieve our mission to make private wealth experience accessible to the emerging affluent of India.About UsStack Wealth is a Y Combinator-backed startup on a...


  • Bengaluru, Karnataka, India Spark Private Wealth Full time

    About Spark Capital GroupSpark Capital Group is a well-established mid-market financial services franchise, offering investment banking, asset management and private wealth management solutions. We cater to entrepreneurs, corporates, business groups, family offices, and high net worth individuals.Our approach is centered around knowledge and research,...


  • Bengaluru, Karnataka, India Spark Private Wealth Full time

    We are seeking a talented Private Wealth Manager to join our team at Spark Private Wealth. In this role, you will be responsible for maintaining constant coverage of materials pertaining to the industry knowledge base, trends, and developments for the team. You will also assist in writing research notes with your findings, thesis, and circulate them with a...


  • Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full time

    Company OverviewAnand Rathi Wealth Limited is a renowned financial services firm dedicated to providing top-notch wealth management solutions.SalaryThe estimated annual salary for this role ranges between ₹6,00,000 to ₹15,00,000 based on industry standards and location.Job DescriptionRole Summary: As an Account Manager at Anand Rathi Wealth Limited, you...


  • Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full time

    Job OverviewAnand Rathi Wealth Limited is a leading wealth management firm offering bespoke financial solutions to high net worth individuals.We are seeking an experienced Portfolio Management Specialist to join our team and contribute to delivering exceptional client experiences.


  • Bengaluru, Karnataka, India Spark Private Wealth Full time

    Join Spark Private Wealth as a Private Wealth Management Executive and leverage your expertise to drive growth in our mid-market financial services franchise. With two decades of experience, we offer a unique blend of investment banking, asset management, and private wealth management solutions.Our company is built on the principles of objectivity,...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    About Stack WealthWe are a digital wealth management solution provider based in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth.Role OverviewThis is a full-time on-site role for a Technical Support Specialist at Stack...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    Role Overview:We are seeking a highly skilled Technical Support Engineer to join our team at Stack Wealth. As a Technical Support Engineer, you will provide technical support, troubleshoot issues, and offer analytical solutions to customers.The ideal candidate will have strong experience in Node.js, PostgreSQL or MongoDB, and AWS Cloud (ECS, S3, Lambda, RDS)...


  • Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time

    About the Job:Hireginie Talent Cloud Pvt Ltd is seeking an experienced Investment Advisory Expert to join our team as an Investment Specialist (VRM). In this role, you will be responsible for helping high-net-worth clients achieve their financial goals.Key Responsibilities:Becoming a trusted advisor and guiding pre-qualified clients with a minimum portfolio...


  • Bengaluru, Karnataka, India Floatr Wealth Full time

    Job OpportunityWe are seeking a skilled Strategic Corporate Engagement Specialist to help us expand our impact in the corporate space.This role is ideal for experienced professionals who can leverage their network and expertise to drive business growth. About Floatr Wealth:Floatr Wealth is a financial wellness platform empowering employees through corporate...


  • Bengaluru, Karnataka, India Kristal Full time

    Job Title: Quality Assurance EngineerWe are seeking a highly motivated and detail-oriented Quality Assurance (QA) Engineer to join our team at Kristal.AI. The successful candidate will be responsible for ensuring the high quality of our digital wealth management platform.About UsKristal.AI is a global, digital-first private wealth platform that provides...


  • Bengaluru, Karnataka, India Kristal Full time

    Kristal.AI is a global digital-first private wealth platform providing comprehensive no-frills wealth management solutions for individuals with varying levels of investment experience.About This Role:The successful candidate will be responsible for ensuring the high quality of our digital wealth management platform.Job Description:Create detailed test plans...


  • Bengaluru, Karnataka, India Incred Wealth Full time

    About InCred WealthInCred Wealth is a financial institution that uses technology and data science to make lending quick, simple, and hassle-free. We believe traditional ways of lending can exclude those most in need because of outdated, rigid, and often inefficient processes.

  • Finance Manager

    3 weeks ago


    Bengaluru, Karnataka, India Spark Private Wealth Full time

    Spark Private Wealth is a mid-market financial services franchise offering investment banking, asset management and private wealth management solutions. The company has a two-decade old history of providing innovative financial services to entrepreneurs, corporates, business groups, family offices, and high net worth individuals.As a Finance Manager at Spark...


  • Bengaluru, Karnataka, India Spark Private Wealth Full time

    Are you a highly motivated and results-driven professional looking to join a dynamic team at Spark Private Wealth? As a Financial Services Specialist, you will play a key role in driving growth and delivering exceptional client experiences.With a strong focus on investment banking, asset management, and private wealth management, we offer a comprehensive...


  • Bengaluru, Karnataka, India Liquide Full time

    About Us:Liquide is a pioneering Fintech company dedicated to simplifying investment decisions for investors and traders alike. Our innovative platform empowers users with the tools and knowledge needed to navigate the markets confidently.The Role:As a Strategic Wealth Manager, you will collaborate closely with clients to provide bespoke financial planning...


  • Bengaluru, Karnataka, India Leading bank Full time

    Are you a skilled professional looking for a challenging role in wealth management? We are seeking an experienced Sr Wealth Relationship Manager to join our team at Leading Bank.About the Role:We are looking for a seasoned professional with expertise in banking and wealth management to manage client relationships and drive revenue growth. As a Sr Wealth...


  • Bengaluru, Karnataka, India LHC Shared Services Private Limited Full time

    About UsWe are on a mission to build an innovative global wealth tech platform that blends DIY investment options with bespoke investment advisory, empowering users to manage their wealth with confidence and flexibility.Our platform is designed to meet the unique needs of family offices, offering exclusive access to public and private investment markets...


  • Bengaluru, Karnataka, India Floatr Wealth Full time

    About the RoleWe are seeking an experienced freelance consultant to drive growth and help us scale our SME insurance business. This is a flexible, part-time role that can be pursued alongside a full-time job.The ideal candidate will leverage their network and expertise to identify new business opportunities, build relationships with key decision-makers, and...