Private Wealth Investment Manager

4 days ago


Mumbai, Maharashtra, India Equentis Full time
Company Overview
Equentis is a leading financial services firm dedicated to providing personalized wealth management solutions to high net worth individuals. Our team of experts is committed to helping clients achieve their financial goals through tailored investment strategies and exceptional customer service.

Salary
The successful candidate can expect a competitive salary ranging from ₹12 lakhs to ₹20 lakhs per annum, depending on experience and qualifications.

Job Description
We are seeking a skilled Private Wealth Investment Manager to join our team in Mumbai. The ideal candidate will have prior experience in wealth management, with a proven track record of acquiring and advising high net worth clients. Key responsibilities include building relationships with existing clients, generating new business leads, and contributing to the growth and development of our client base.

Required Skills and Qualifications
To be successful in this role, you will need to possess excellent communication and interpersonal skills, as well as strong analytical and problem-solving abilities. A minimum of 2-3 years of experience in wealth management or a related field is required, with a portfolio size of at least ₹1 crore.

Benefits
We offer a comprehensive benefits package, including medical insurance, retirement savings plan, and opportunities for professional development and growth. Our team environment is collaborative and supportive, with regular feedback and coaching to help you succeed in your role.

  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Description: At Spark Private Wealth, we are looking for a talented Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with clients to understand their financial goals and develop customized investment strategies to achieve those goals. If you have a strong background in finance and excellent communication skills,...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    About Spark Private Wealth:We are a leading private wealth management firm that provides comprehensive financial services to high net worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional investment solutions and personalized service to our clients.Job Summary:We are seeking a highly skilled Financial...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    We are seeking an experienced Private Wealth Analyst to join our team at Spark Private Wealth. As a key member of our investment team, you will be responsible for initiating, executing, and delivering quality investment research in identified sectors.The ideal candidate should have a strong background in finance and accounting, with expertise in valuation...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    About the RoleAs a Private Wealth Research Analyst at Spark Private Wealth, you will play a critical role in supporting our investment decisions by conducting thorough financial analysis and providing insightful recommendations. You will work closely with our investment committee to identify and evaluate investment opportunities, develop and maintain a deep...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    **Company Overview:** Spark Private Wealth is a leading private wealth management firm, and we are seeking an experienced Investment Research Lead to join our team.**Salary:** The estimated annual salary for this position is $120,000-$150,000.**Job Description:** As an Investment Research Lead at Spark Private Wealth, you will be responsible for recommending...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    About the PositionWe are seeking a highly skilled Wealth Management Specialist to join our team at Spark Private Wealth. In this role, you will be responsible for providing expert advice and guidance to our clients to help them achieve their financial goals.Key Responsibilities:Develop and maintain a deep understanding of our clients' financial needs and...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    **Company Overview**: Spark Private Wealth is a leading private wealth management firm dedicated to providing exceptional investment solutions to high net worth individuals and families.**Job Summary:** We are seeking an experienced Investment Research Analyst to join our team. The successful candidate will be responsible for recommending promising...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Overview:As an Investment Operations Executive at Spark Private Wealth, you will be responsible for processing transactions related to equity, fixed income, and mutual funds with meticulous understanding and accuracy.Key Responsibilities:Timely delivery of data and management of operational activities Turnaround Time (TAT).Reconciliation of various asset...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Spark Private Wealth is seeking an experienced Equity Investment Specialist to join our team. As a key member of our investment team, you will be responsible for evaluating investment proposals across various sectors, identifying opportunities for growth, and making informed investment decisions.The ideal candidate should have a strong background in finance...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    As an Investment Research Lead at Spark Private Wealth, you will play a crucial role in recommending promising investment ideas to our clients. We are seeking an experienced candidate with a passion for equity investing and a strong understanding of the fundamentals of valuation.The ideal candidate should possess robust quantitative skills, complemented by a...


  • Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

    Role OverviewAs a Global Private Banker for Wealth Management at Emkay Global Financial Services Ltd, you will be responsible for delivering exceptional client experiences and driving revenue growth through strategic wealth management solutions. You will be accountable for building and maintaining relationships with high net worth individuals, providing...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    We are seeking a highly skilled Equity Investing Specialist to join our team at Spark Private Wealth. As a key member of our investment research team, you will be responsible for analyzing investment opportunities, developing financial models, and communicating your findings to clients.Key Responsibilities:Analyze investment proposals and recommend promising...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Spark Private Wealth is seeking a Senior Investment Advisor to join our team. As a senior member of our investment research team, you will be responsible for leading investment research projects, developing financial models, and communicating your findings to clients.Key Responsibilities:Lead investment research projects and develop comprehensive research...


  • Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full time

    Job Summary: We are seeking a highly motivated and experienced Senior Private Banker to join our team at Emkay Global Financial Services Ltd. The ideal candidate will have a strong background in private banking or wealth management and be able to provide expert advice to high net worth clients.">Responsibilities: As a Senior Private Banker, you will be...


  • Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time

    **Job Summary:** Wealth Management DirectorVirtuous Advisors & Resources Private Ltd is a leading financial services conglomerate seeking a highly experienced Wealth Management Director to lead our wealth management team. As a seasoned professional with 8-15 years of experience in Investment Advisory/Wealth management, you will be responsible for driving...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Description:We are seeking an experienced Investment Research Analyst to join our team at Spark Private Wealth. This is a challenging role that requires strong analytical skills, knowledge of technical and derivatives strategies, and excellent communication skills.The successful candidate will be responsible for providing market views, stock-specific...


  • Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full time

    Astaguru Auction House Private Limited is seeking a Wealth Management Strategist to join our Wealth Management division. As a Wealth Management Strategist, you will be responsible for developing and implementing wealth management strategies for high-net-worth individuals and institutional clients.You will work closely with portfolio managers, client...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job SummaryWe are seeking an experienced Equity Investment Lead to join our team at Spark Private Wealth. As a key member of our investment research department, you will be responsible for identifying and recommending promising investment ideas, evaluating business models, and providing in-depth financial analysis to support our investment...


  • Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full time

    We are looking for an experienced Wealth Management Specialist to join our team at Astaguru Auction House Private Limited. This role requires a candidate with strong research acumen and excellent analytical skills to support investment decision-making.The successful candidate will have a deep understanding of financial markets, investment strategies, and...


  • Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full time

    Wealth Manager PositionEstimated Salary: ₹1,500,000 - ₹2,000,000 per annum.AstaGuru Auction House Private Limited seeks a highly skilled Wealth Management Analyst to join our team. As a Wealth Management Analyst, you will be responsible for conducting in-depth research on investment products, financial markets, economic trends, and asset classes to...