Senior Wealth Management Specialist

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Job DescriptionWe are seeking a highly skilled Senior Wealth Management Specialist to join our team at 9608 Deutsche India Private Limited, Mumbai Branch.This is an exciting opportunity for a seasoned professional to work in the dynamic Wealth Management industry and contribute to the growth of our business.Company OverviewDeutsche Bank's Wealth Management...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Position OverviewLadderUp Wealth Management Pvt Ltd is seeking a highly skilled Estate Planning Specialist to join our team. As an Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns.Key Responsibilities:Creating tailored estate plans for clients, including wills,...

We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...

Job OverviewWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai. This is an exciting opportunity for a talented individual to leverage their expertise in servicing high net worth clients and driving business growth.

Nuvama Wealth is a leading financial services company seeking a highly skilled Senior Regulatory Compliance Specialist to join our team.Job Summary:We are looking for an experienced professional to manage and ensure compliance with regulations under the NRI, Reserve Bank of India (RBI), Securities and Exchange Board of India (SEBI), and Foreign Exchange...

Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team at ConsultBae India Private Limited. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

Job DescriptionThe role of a Senior Wealth Manager at Motilal Oswal Financial Services Limited is to mentor, monitor and drive a team of wealth managers to cater to the investment needs of mass affluent clients.To meet desired revenue, client acquisition and AUM targets through self and team contribution.Key Responsibilities:Manage a team of wealth managers...

Job Description9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Global Wealth Management Specialistto join our team. As a Global Wealth Management Specialist, you will be responsible for client onboarding, periodic KYC reviews, and risk management. The ideal candidate will have a Post-graduate/Graduate degree in Finance,...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

About Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Our platform stands on three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Our team has amassed over USD 3 Billion (₹25,000 Cr.) of...

Job Title: Senior Portfolio ManagerLead a team of private wealth managers in managing client portfolios, ensuring alignment with client goals and risk tolerance.Develop and implement investment strategies for high net worth individuals and families.Conduct regular portfolio reviews to ensure optimal asset allocation and rebalancing.Provide exceptional client...

About the RoleWe are seeking a skilled Senior Talent Acquisition Specialist to join our Wealth Management team at Cielo Talent. As a key member of our recruitment team, you will be responsible for delivering exceptional talent acquisition services to our clients.Key ResponsibilitiesSource and attract top talent through various channels, including job boards,...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...

About Neo Wealth and Asset Management:We are a cutting-edge Wealth and Asset Management platform in India, catering to High Net Worth Individuals, Ultra High Net Worth Individuals, and multi-family offices. Our platform stands on three pillars of unbiased advisory, transparency, and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by...

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

We are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:Key Responsibilities:Lead the Wealth Management space with 8-12 years of experience.Develop strong leadership and team management skills.Hold an MBA from a premier business school.Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs,...