Effective Wealth Strategist

Unlock Global Investment OpportunitiesEmpower retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US with Borderless.Key ResponsibilitiesDevelop a comprehensive wealth management strategy, aligning with global investment vision.Collaborate with channel partners to bring global investing products to clients via...

Job Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

We are currently seeking an experienced and skilled Private Wealth Strategist. The ideal candidate will be responsible for understanding and addressing clients' complex financial needs, developing tailored wealth management solutions, and providing expert guidance on investment strategies.Main Responsibilities:Financial Planning: Develop and implement...

About Wealth ManagementWe're a fintech startup backed by Y Combinator, with the mission to reimagine wealth management for India's emerging affluent. We believe sophisticated investing strategies should be accessible and transparent, aligning with individual financial goals.Our team has deep experience across finance, product, and technology. We're backed by...

Deliver exceptional results in a dynamic wealth management environment by leading clients to achieve their long-term financial goals.Job DescriptionAs a Private Wealth Manager, you will play a pivotal role in developing tailored investment strategies that cater to the unique needs and objectives of high net-worth individuals, corporate houses, and financial...

At the forefront of wealth management, we seek an experienced Wealth Manager to spearhead our high-net-worth clientele initiatives.About the Role:You will develop a deep understanding of clients' financial objectives and risk profiles to provide bespoke investment, insurance, and wealth planning solutions tailored to their unique needs.Prioritize regular...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Job OverviewAbout this Role:We are seeking an experienced Relationship Manager/Wealth Advisor to cater to High Net Worth Individuals (HNI), Ultra HNI, and Family Office segments.Responsibilities:Develop and maintain long-term, trust-based relationships with HNI and UHNI clients.Understand client requirements and provide strategic advice across a wide...

Job Title: Strategic Wealth Management AdvisorWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform, leveraging expertise in private banking and wealth management.The ideal candidate will provide deep domain knowledge ensuring business requirements are accurately captured, regulatory compliance is...

Private Wealth Manager Job DescriptionWe are seeking a seasoned Private Wealth Manager to join our team at ICICI Direct. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key Responsibilities...