Senior Affluent Wealth Portfolio Manager

Job OverviewWe are seeking a seasoned wealth management professional to join our team.The successful candidate will be responsible for fostering enduring relationships with affluent individuals, understanding their financial objectives and goals.To provide bespoke financial guidance and wealth management solutions tailored to clients' needs and risk...

Key Responsibilities:To Acquire High-Net-Worth ClientsWe are seeking experienced professionals who can acquire new affluent and super affluent clients.Maintain Strong Relationships and Generate Portfolio GrowthOur ideal candidate will be able to maintain strong relationships with existing high-net-worth clients and generate growth from their financial...

Job Title: Senior Wealth Management ProfessionalAbout the Opportunity:The role of a Senior Wealth Management Professional involves directly managing high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor position requiring a strong personal network, deep...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Wealth Management Professional">Job Title: Senior Relationship Manager- Wealth Management Solutions">About the Role:">As a seasoned wealth management professional, you will play a crucial role in building and managing relationships with high net worth individuals (HNIs) and family offices. Your expertise in wealth products, structured investments, and...

Financial Advisor PositionWe are seeking a skilled professional to manage the financial well-being of our clients.The ideal candidate will have strong analytical skills and the ability to build trusting relationships with clients.This is an excellent opportunity for individuals who enjoy working with numbers and helping others achieve their financial...

Job OverviewWe are seeking a skilled and client-focused Equity Advisor to join our team.The role involves trading, order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

Role: Financial Planner/Wealth ManagerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

Portfolio Manager Internship">About the RoleThis internship is an excellent opportunity for a motivated student intern to gain practical experience in portfolio management and wealth advisory. As a Portfolio Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.The ideal...