Wealth Management Leader

Job OverviewWe are seeking an experienced Strategic Wealth Management Professional to join our team at Unique Wealth Strategies. This is a critical role that requires a strong understanding of wealth management principles and excellent client relationship building skills.About the RoleThis position involves managing client relationships, coordinating sales...

Company OverviewNuvama Wealth Management, a leading wealth and asset management firm in India, boasts Assets under Advisory (AUA) exceeding ₹ 2, 00, 000 cr. Leveraging the strength of its parent company, the Edelweiss Group, and a global partnership with PAG, a prominent Asia-based investment firm, Nuvama serves over a million customers across various...

Unique Wealth Strategies Seeks Experienced Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will be responsible for managing client relationships, coordinating sales processes, and delivering exceptional client service.Key Responsibilities:Client...

We are seeking a highly skilled and experienced Digital Sales Leader to join our team at SearchLight HR. This is an exciting opportunity for a senior leadership role in the wealth management domain, where you will be responsible for driving sales growth and building a successful digital sales strategy.Job Description:Create an engagement framework to...

Job Title: Strategic Portfolio Leader for US Insurance Firm About the Role:We are seeking an experienced Strategic Portfolio Leader to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional...

**Company Overview**Unique Wealth Strategies (UWS) is a leading provider of accounting, tax, and CFO services. We are seeking a highly experienced Strategic Finance Leader to spearhead the expansion of our international operations. Estimated Salary: $250,000 - $350,000 per annum Job DescriptionWe are looking for a visionary finance leader to join our team...

Company OverviewGA Capital Management Private Limited is a dynamic company with a strong presence in the financial services industry. We offer tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses.We empower our clients to take control of their...

Job OverviewThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in New Delhi. The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to clients.The position is an on-site role, requiring the candidate to work closely with clients to understand their financial goals and...

At Unique Wealth Strategies, we are seeking a skilled Strategic Portfolio Manager to join our team.About the Role:Wealth management involves managing and growing high-net-worth client portfolios by delivering comprehensive financial strategies and solutions. As a US Wealth Management Advisor, you will work closely with clients to understand their financial...

We are seeking an experienced and skilled Executive Wealth Manager to lead our AMC-B2C Channel in Mumbai. As a key member of our team, you will be responsible for managing a team of 12-15 Relationship Managers and driving business growth through up-selling Mutual Funds to Retail/HNI Clients.Key Responsibilities:Manage a team of 12-15 Relationship Managers to...

Job Overview">We are seeking a highly skilled Wealth Management Professional to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for delivering exceptional financial services to our high-net-worth clients.Key Responsibilities:">Clients Acquisition and Relationship Building:...

Company OverviewDezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of wealth management expertise. Our team has successfully led and founded numerous wealth management businesses, managing over $7...

Join Anand Rathi Share and Stock Brokers Ltd as a Strategic Wealth Management Consultant, where you will be the ultimate face of the business. As a key member of our wealth management team, you will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional standards of service.The ideal...

As a Professional Wealth Management Consultant at deVere Group, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Our company is committed to delivering personalized, independent financial advice to our clients. We believe that everyone deserves a secure financial future, and we strive to make a...

Explore a dynamic role as a Financial Management Leader at Zepto, India's fastest-growing e-grocery company.About ZeptoZepto is revolutionizing the Indian grocery segment with its strong tech capabilities and efficient business model. With a network of highly optimized delivery centers across 10 locations, the company delivers 5000+ products to Indian homes...

Company OverviewCambridge Wealth is a distinguished brand from Baker Street Fintech Pvt Ltd, serving as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, we cater to UHNI/HNI/NRI clients, including renowned professionals from various industries.We are an early-stage Fintech Startup committed to...

Job DescriptionWe are seeking a skilled and experienced Wealth Manager to join our team at Emkay Global Financial Services Ltd. This is an exciting opportunity for a motivated individual to take on a challenging role in wealth management.Key Responsibilities:To acquire and manage high net worth clients with investable surplus of Rs. 1 Cr - 5 Cr and above,...

Dezerv is a pioneering investment solutions firm catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts a team with decades of investing expertise from top global financial institutions like JP Morgan, UBS, BNP Paribas, and more. With an impressive track record...

DeVere Group is a leading digital private investment bank and asset management organization.Wealth Management Advisor RoleWe are seeking an experienced wealth management advisor to join our team. As a senior financial professional, you will be responsible for providing personalized investment solutions to help clients achieve their long-term financial...

OverviewBaker Street, a distinguished brand from Bakerstreet Digital Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries.We are committed to a Customer-Centric approach and our...