Wealth Management Associate

Job Summary:Responsible for driving sales, expanding distribution channels, and managing partnerships to enhance the reach of wealth management products. The role focuses on developing and executing distribution strategies to acquire high-net-worth clients (HNWIs) and institutional investors while ensuring business growth and...

Job Title : Relationship Manager Location : Gurgaon, India Company : Boutique Private Wealth Advisory for UHNW and HNW clients Responsibilities : - Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh. - Assess clients' financial needs and devise tailored investment strategies. - Conduct regular portfolio...

Job Title: Relationship ManagerLocation: Gurgaon, IndiaCompany: Boutique Private Wealth Advisory for UHNW and HNW clientsResponsibilities:- Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh.- Assess clients' financial needs and devise tailored investment strategies.- Conduct regular portfolio reviews and provide...

Brief about the role:Portfolio reporting and advisory for Family Wealth of the Promoter Group. Thorough understanding of different Financial Asset classes including Listed Equity, Debt, Private Equity, Commodities and product structures including ( PMS, MFs, AIFs) . Managing Advisor relationship with existing advisors to the family office for seamless...

About Prospurts Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

About Prospurts ConsulcoWe are a boutique wealth management firm based out of Delhi NCR. Our mission is to help working professionals and new age entrepreneurs create long-term sustainable wealth.Job Description/ ResponsibilitiesTracking and analyzing capital markets, macroeconomic indicators, government policies that influence various investment asset...

About UsWe are Prospurts Consulco, a wealth management firm based out of Delhi NCR, catering to 500+ families with a strong focus on creating long-term sustainable wealth.We pride ourselves on our counter-cultural approach, emphasizing an annuity-driven model that enables a holistic impact on our clients' lives.Job Description/ResponsibilitiesAnalyze market...

Job Title: Relationship ManagerLocation: Gurgaon, IndiaCompany: Boutique Private Wealth Advisory for UHNW and HNW clientsResponsibilities:- Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh.- Assess clients' financial needs and devise tailored investment strategies.- Conduct regular portfolio reviews and provide...

Job Title: Relationship Manager Location: Gurgaon, India Company: Boutique Private Wealth Advisory for UHNW and HNW clients Responsibilities: - Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh. - Assess clients' financial needs and devise tailored investment strategies. - Conduct regular portfolio reviews and...

Prospurts Consulco is a wealth management firm based out of Delhi NCR, founded in 2015. We manage more than INR 750 crore across 500+ families. Our focus is on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We prioritize a hyper-personalized plan-based approach to curate client-specific solutions. In contrast to...

About the RoleGameskraft is seeking an experienced Private Wealth Manager to manage and advise high-net-worth family portfolios. The successful candidate will have a thorough understanding of various financial asset classes, including listed equity, debt, private equity, commodities, and product structures such as PMS, MFs, and AIFs. You will be responsible...

About UsWe empower working professionals and new-age entrepreneurs to achieve long-term sustainable wealth through personalized plan-based solutions.We adopt a unique approach, focusing on an annuity-driven model that enables us to provide holistic support to our clients, incorporating our wellness program for their physical and mental wellbeing.Job...

About Us: Deutsche Bank is a global bank with a rich history of innovation and excellence in financial services.">Job Summary: We are seeking a seasoned professional to join our team as a Wealth Management Advisor in Gurgaon. This role involves providing world-class wealth management services to high-net-worth clients and growing our business in this...

Company OverviewProspurts Consulco is a boutique wealth management firm based in Delhi NCR. Founded in 2015, we have established ourselves as a trusted advisor to over 500 families, managing assets exceeding INR 750 crore. Our team of dedicated professionals is committed to delivering personalized solutions that cater to the unique needs of our clients.Job...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose - the relentless pursuit of a world that works better for people - we...

About the Role: The role entails onboarding new Channel Partners, providing ongoing support until they are fully operational, and driving business outcomes to ensure their success. Key Responsibilities Include: - Ensuring Smooth Onboarding and Handholding of APs - Collaborating with APs to Drive Revenue from Products like Demat, Retail Trading, and Wealth...

Key Responsibilities:- Understand clients risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework- Develop relationships with new clients and conduct meetings to manage their investment portfolios- Connect with existing clients and prospects for periodic reviews and advise them accordingly-...

Key Responsibilities:- Understand clients risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework- Develop relationships with new clients and conduct meetings to manage their investment portfolios- Connect with existing clients and prospects for periodic reviews and advise them accordingly-...

About Prospurts ConsulcoProspurts Consulco is a leading wealth management firm based out of Delhi NCR. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth through our hyper-personalized plan-based approach.Key ResponsibilitiesAnalyze capital markets, macroeconomic indicators, and government policies to...

A leading Asset Management Company (AMC) with pan-India presence and managing assets of more than INR 25,000+ Crores, catering to Large Corporates Treasuries, Financial Institutions, Provident Funds, Endowments and HNI/UHNIs across the country is hiring a "HEAD - WEALTH MANAGEMENT" at BANGALORE, DELHI and MUMBAI.Key Responsibility Areas (KRA's) :- Advising...