Senior Wealth Management Specialist

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...

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

Job Title: Wealth Management Subject Matter ExpertWe are seeking an experienced professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer...

Job DescriptionWe are seeking a skilled and experienced professional to join our team as a Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for High Net-Worth Individuals (HNIs) and institutional clients.Deliver in-depth...

Job DescriptionThe Senior Manager/Chief Manager in Wealth Management is a key role that involves developing and providing solutions to clients based on their financial goals.Key responsibilities include:Developing and delivering personalized investment strategies for high net worth individuals.Conducting timely and regular follow-up with leads and...

Build a career in wealth management and make a positive impact on clients' lives.Job DescriptionWe are seeking experienced wealth managers who can deliver personalized financial advice to high net worth clients. The ideal candidate will have strong numerical and analytical skills, with the ability to analyze global markets and client situations to select...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Job TitleWe are seeking an experienced Director of Wealth Management to lead our wealth management division and drive the development and expansion of our global investment solutions.This is a high-profile role that requires a deep understanding of portfolio management, regulatory compliance, and investment advisory. The successful candidate will have a...

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...

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...