Senior Wealth Manager

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team at ConsultBae India Private Limited. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

Job DescriptionThe role of a Senior Wealth Manager at Motilal Oswal Financial Services Limited is to mentor, monitor and drive a team of wealth managers to cater to the investment needs of mass affluent clients.To meet desired revenue, client acquisition and AUM targets through self and team contribution.Key Responsibilities:Manage a team of wealth managers...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

Job Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...

Job Title: Senior Wealth Relationship ManagerVitasta Consulting Pvt Ltd is seeking a highly skilled Senior Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

Job Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...

Job Title: Senior Wealth Relationship ManagerWe are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

We are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:Key Responsibilities:Lead the Wealth Management space with 8-12 years of experience.Develop strong leadership and team management skills.Hold an MBA from a premier business school.Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs,...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Job Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...

Job Purpose :The role requires a seasoned professional to lead a team of wealth managers in catering to the investment needs of mass affluent clients. To achieve desired revenue, client acquisition, and AUM targets through self and team contribution. Ensuring all processes are followed in line with the organization's ethos.Key Responsibilities :1. Manage and...

Role Overview:AstaGuru Auction House Private Limited is seeking a seasoned Senior Product Manager to spearhead the wealth segment initiative and drive growth in this new vertical.As the Senior Product Manager for the wealth segment, you will be responsible for conceptualizing, developing, and launching innovative products and services tailored to...