Senior Wealth Manager
4 days ago
Job Summary
We are seeking a highly skilled and experienced Senior Wealth Manager to join our team at Alankit Group. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients, providing expert financial advice, and developing customized investment strategies to meet their unique needs.
Key Responsibilities
- Manage a portfolio of high net worth clients, providing regular portfolio reviews and investment advice to ensure their financial goals are met.
- Develop and implement customized investment strategies for clients, taking into account their risk tolerance, financial situation, and investment objectives.
- Analyze market trends and economic indicators to identify opportunities for growth and mitigate potential risks.
- Build and maintain strong relationships with clients, providing exceptional customer service and ensuring their needs are met.
- Collaborate with internal teams, including marketing and sales, to identify new business opportunities and develop targeted marketing campaigns.
- Stay up-to-date with industry trends, regulatory changes, and market developments to ensure the highest level of expertise and knowledge.
Requirements
- MBA/PGDBA/PGPM or equivalent degree in finance or a related field.
- Minimum 5 years of experience in wealth management, investment banking, or a related field.
- Strong knowledge of financial markets, instruments, and regulations.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
- Ability to work in a fast-paced environment and meet deadlines.
- Proficiency in financial analysis software and tools.
What We Offer
- A competitive salary and benefits package.
- Opportunities for professional growth and development.
- A dynamic and supportive work environment.
- Access to cutting-edge technology and tools.
How to Apply
If you are a motivated and experienced professional looking for a new challenge, please submit your resume and a cover letter outlining your experience and qualifications.
Salary: 5,50,000 - 14,00,000 P.A.
Industry: Banking
Functional Area: BFSI, Investments & Trading
Role Category: Trading, Asset & Wealth Management
Employment Type: Full Time, Permanent
Key Skills
wealth managementHNI Acquisition
Relationship ManagementnismInvestment Advisoryportfolio management
Skills highlighted with are preferred keyskills
Education
PG:MBA/PGDM in Any Specialization
-
Wealth Management Specialist
3 weeks ago
Delhi, Delhi, India Nuvama Wealth Full timeJob 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 Responsibilities:Develop...
-
Senior Wealth Manager
1 week ago
Delhi, Delhi, India Alankit Group Full timeJob Title: Senior Wealth ManagerJob Description:Our team at Alankit Group is seeking a skilled Senior Wealth Manager to join our team. As a Senior Wealth Manager, you will be responsible for ensuring the profitability of our high net worth clients portfolio by generating high income per customer.You will also be responsible for enhancing customer...
-
Delhi, Delhi, India DBS Bank Full timeJob Title: Senior Client Relationship Manager, Wealth and InvestmentDescription:We are seeking an exceptional Senior Client Relationship Manager, Wealth and Investment to join our team at DBS Bank. As a key member of our Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with...
-
Senior Wealth Management Professional
2 weeks ago
Delhi, Delhi, India Almondz Full timeKey Responsibilities :Lead a team of 10-15 Relationship Managers in Wealth Management / Banking / Institutional sales.Handle a team size of 10-15 Relationship managers with 5 - 10 years of experience.Sell Mutual Funds, Fixed Income products, Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.Requirements :MBA qualification.5 - 10 years of experience...
-
Senior Manager Wealth Management
4 days ago
Delhi, Delhi, India Almondz Full timeKey Qualifications :MBA degree5-10 years of experience in Wealth Management / Banking / Institutional salesJob Responsibilities :Leading a team of 10-15 Relationship managersSelling of Mutual Funds,Fixed Income products Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real EstateLocation :New Delhi
-
Senior Wealth Management Professionals
2 weeks ago
Delhi, Delhi, India Almondz Full timeKey Qualifications : Graduate (preferably B.Com) /MBA with 3 - 5 years' experience in Wealth Management / Banking / Institutional sales.Responsibilities : Selling of Mutual Funds, Fixed Income products, Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate.Location : New Delhi, Kolkata & Ludhiana
-
Wealth Management Specialist
3 weeks ago
Delhi, Delhi, India Corenza Full timeAbout CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. Our team of experienced professionals provides comprehensive financial planning, investment advice, and risk management solutions to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Wealth...
-
Wealth Management Professional
3 weeks ago
Delhi, Delhi, India Discoveries Quintessential Full timeUnlock Your Potential as a Wealth ManagerDiscoveries Quintessential is seeking a dynamic and experienced Wealth Manager to drive business growth and offer premium financial guidance to our clients. As a key member of our team, you will be responsible for leading qualification, client advisory, and client relationship management.Key Responsibilities:Engage...
-
Senior Wealth Management Professionals
2 weeks ago
Delhi, Delhi, India Almondz Full timeKey Qualifications :Graduate (preferably B.Com) /MBA3 - 5 years' experience in Wealth Management / Banking / Institutional salesJob Responsibilities :Selling of Mutual Funds,Fixed Income products Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real EstateLocation :New Delhi, Kolkata & Ludhiana
-
Senior Wealth Management Professional
3 weeks ago
Delhi, Delhi, India Almondz Full timeKey Qualifications : MBA degree with 5-10 years of experience in Wealth Management, Banking, and Institutional sales. Proven track record of managing a team of 10-15 Relationship managers. Product Focus : Selling of Mutual Funds, Fixed Income products, Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate. Job Requirements : Strong leadership and team...
-
Senior Network Architect
2 weeks ago
Delhi, Delhi, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset ManagementAt Neo Wealth and Asset Management, we are seeking a highly skilled Senior Network Architect to join our Infrastructure team. As a key member of our team, you will be responsible for designing, implementing, and managing our network infrastructure to ensure seamless communication and data transfer across our systems.Key...
-
Senior Wealth Management Professional
3 weeks ago
Delhi, Delhi, India Almondz Full timeQualification: MBA Experience: 5-10 years of experience in Wealth Management/Banking/Institutional sales with handling a team size of 10-15 Relationship managers. Key Responsibilities: • Selling of Mutual Funds, Fixed Income products, Loan & Mortgages, PMS, IPOs, Insurance, Bonds & Real Estate. • Handling a team size of 10-15 Relationship...
-
Wealth Management Specialist
3 weeks ago
Delhi, Delhi, India Emkay Global Financial Services Ltd Full timeJob ResponsibilitiesAs a Wealth Manager at Emkay Global Financial Services Ltd, you will be responsible for:Acquiring and managing a minimum of 1 Cr. - 5 Cr and above investable surplusProviding Financial Planning (FP) and Portfolio Services to clientsExecuting transactions post FP and on periodical basisManaging Private Wealth, PMS and AIF fund related...
-
Senior Financial Operations Manager
2 weeks ago
Delhi, Delhi, India A1 Human Wealth Management Full timeJob SummaryWe are seeking a highly skilled Senior Financial Operations Manager to join our team at A1 Human Wealth Management. The successful candidate will be responsible for assisting in internal process improvement, with a focus on improving the functioning of our company's back-end systems related to accounts. This role requires working with...
-
Wealth Management Professionals
3 weeks ago
Delhi, Delhi, India Almondz Full timeQualification and Experience: We are seeking a highly motivated and experienced professional with a Graduate degree (preferably B.Com) or MBA, and a minimum of 3-5 years of experience in Wealth Management, Banking, or Institutional sales. The ideal candidate should have a strong understanding of financial products and services, including Mutual Funds, Fixed...
-
Senior Portfolio Manager
4 days ago
Delhi, Delhi, India Unifi Capital Pvt. Ltd Full timeJob Title: Senior Portfolio ManagerWe are seeking a skilled Senior Portfolio Manager to support senior management's initiatives in serving existing investors, family offices, and wealth management firms.Key Responsibilities:Manage and enhance relationships with existing direct clients, ensuring their needs are met and expectations exceeded.Act as the primary...
-
Senior Relationship Manager
2 weeks ago
Delhi, Delhi, India HSBC Full timeAbout the RoleWe are seeking an experienced professional to join our Wealth and Personal Banking team as a Senior Relationship Manager. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing them with tailored financial solutions and advice to meet their needs.Key ResponsibilitiesMaximize...
-
Industry Manager
4 days ago
Delhi, Delhi, India A1 Human Wealth Management Full timeJob DescriptionRole OverviewA1 Human Wealth Management is seeking a skilled and detail-oriented Deputy Manager to join our team. The successful candidate will be responsible for improving internal processes, managing information systems, and ensuring compliance with financial regulations.Key Responsibilities- Review current procedures and suggest...
-
Senior Manager
2 weeks ago
Delhi, Delhi, India Almondz Full timeKey Responsibilities :As a Team Manager at Almondz, you will be responsible for leading a team of Relationship Managers in Wealth Management / Banking / Institutional sales. The ideal candidate should have 5 - 10 years of experience in handling a team size of 10-15 Relationship managers. The job requires strong leadership skills, excellent communication, and...
-
Management Consultant
2 weeks ago
Delhi, Delhi, India A1 Human Wealth Management Full timeJob Description:As a Management Consultant at A1 Human Wealth Management, you will play a crucial role in driving process improvement and operational excellence across the organization. Your primary objective will be to assist in internal process improvement, focusing on key areas such as improving the functioning of company back-end systems related to...