Senior Wealth Management Strategist

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

Job TitleWealth Manager – Unit Head (VP- Wealth Management)Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach.With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation.The Wealth Manager – Unit Head...

Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...

Job Description:We are seeking experienced financial professionals who can provide expert guidance on investment strategies, risk management, and wealth planning to clients worldwide.This role offers the opportunity to work closely with high net worth individuals and families to understand their financial goals and aspirations.Developing comprehensive wealth...

Wealth ManagerPMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

As a Financial Expert, you will be responsible for:Identifying and developing tailored investment strategies to meet the needs of High Net Worth IndividualsFostering strong relationships with clients through effective communication and portfolio managementStaying up-to-date on market trends and regulatory changes to deliver informed investment...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert...

Senior Wealth Management Leadership OpportunityThe role of a Senior Wealth Manager is a senior leadership position responsible for guiding and managing a team of high-performing wealth managers across assigned locations.This position focuses on driving significant growth in assets under management (AUM) and assets under advice (AUA) by acquiring and managing...

Job Title: Private Wealth ManagerDescription:To build and maintain strong, long-lasting relationships with high-net-worth individuals to understand their financial goals and objectives.Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates...

Job TitleA seasoned wealth management professional is sought to lead high-performing teams in driving strategic growth and delivering exceptional client experiences.The successful candidate will have a proven track record of managing large HNI/UHNI portfolios and delivering consistent business growth, with a strong network of relationships in the...