Current jobs related to Private Wealth Associate Manager - Pune, Maharashtra - AllianceBernstein


  • Pune, Maharashtra, India AllianceBernstein Full time

    We're Hiring: Private Wealth Operations Associate (Hybrid – Pune)We are looking for a Professional with experience in client interaction and capital market. If you have a strong track record in client management and financial knowledge, we would like to hear from youRole: Private Wealth Operations AssociateLocation: Hybrid – PuneExperience: 1 to...


  • Pune, Maharashtra, India AllianceBernstein Full time

    We're Hiring: Private Wealth Operations Associate (Hybrid – Pune)We are looking for a Professional with experience in client interaction and capital market. If you have a strong track record in client management and financial knowledge, we would like to hear from youRole: Private Wealth Operations AssociateLocation: Hybrid – PuneExperience: 1 to...


  • Pune, Maharashtra, India AllianceBernstein Full time

    Company DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...


  • Pune, Maharashtra, India AllianceBernstein Full time

    We're Hiring: Private Wealth Operations Associate (Hybrid – Pune)We are looking for a Professional with experience in client interaction and capital market. If you have a strong track record in client management and financial knowledge, we would like to hear from youRole: Private Wealth Operations AssociateLocation: Hybrid – PuneExperience: 1 to...

  • Wealth Manager

    1 week ago


    Pune, Maharashtra, India Nuvama Wealth Full time

    Job PurposeThe Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion,...

  • Wealth Manager

    4 weeks ago


    Pune, Maharashtra, India Nuvama Wealth Full time

    Job PurposeThe Wealth Manager shall be responsible for Research/Analysis and recommending enhancements to further develop and maintain an effective wealth management strategy. This position is responsible for managing the delivery of our wealth management segment. As the Company works on Advisory Model, the candidate shall be responsible for the Promotion,...

  • Wealth Manager

    6 days ago


    Pune, Maharashtra, India Nuvama Wealth Full time

    Job Purpose The Wealth Manager is responsible for developing and maintaining an effective wealth management strategy. This position manages the delivery of our wealth management segment, focusing on Advisory Model. Key Responsibilities Monitor and address High Net Worth Individual (HNI) clients' banking and Investment requirements. Use financial acumen and...


  • Pune, Maharashtra, India Nuvama Wealth Full time

    Job OverviewThe Wealth Manager is a critical role at Nuvama Wealth, responsible for crafting and implementing effective wealth management strategies that cater to the unique needs of High Net Worth Individuals (HNIs). This position entails managing the delivery of our wealth management segment, focusing on an Advisory Model that prioritizes personalized...


  • Pune, Maharashtra, India Nuvama Wealth Full time

    Job OverviewNuvama Wealth is seeking a skilled Wealth Development Specialist to join our team. As a key member of our wealth management segment, you will be responsible for developing and maintaining effective wealth management strategies.Key Responsibilities:Foster business development across liabilities, assets & fees to sustain and achieve growth in...


  • Pune, Maharashtra, India RealX Full time

    Company DescriptionRealX is a Digital Assets platform that enables individuals to invest in high-quality properties through Property Tokens. These tokens offer legally enforceable Secure Direct Rights (SDR) over the property and provide an Option To Convert (OTC) into Registered Co-Ownership. Our innovative approach facilitates seamless property investment...


  • Pune, Maharashtra, India RealX Full time

    Company DescriptionRealX is a Digital Assets platform that enables individuals to invest in high-quality properties through Property Tokens. These tokens offer legally enforceable Secure Direct Rights (SDR) over the property and provide an Option To Convert (OTC) into Registered Co-Ownership. Our innovative approach facilitates seamless property investment...


  • Pune, Maharashtra, India RealX Full time

    Company Description RealX is a Digital Assets platform that enables individuals to invest in high-quality properties through Property Tokens. These tokens offer legally enforceable Secure Direct Rights (SDR) over the property and provide an Option To Convert (OTC) into Registered Co-Ownership. Our innovative approach facilitates seamless property investment...


  • Pune, Maharashtra, India RealX Full time

    Company DescriptionRealX is a Digital Assets platform that enables individuals to invest in high-quality properties through Property Tokens. These tokens offer legally enforceable Secure Direct Rights (SDR) over the property and provide an Option To Convert (OTC) into Registered Co-Ownership. Our innovative approach facilitates seamless property investment...


  • Pune, Maharashtra, India RealX Full time

    Company DescriptionReal X is a Digital Assets platform that enables individuals to invest in high-quality properties through Property Tokens.These tokens offer legally enforceable Secure Direct Rights (SDR) over the property and provide an Option To Convert (OTC) into Registered Co-Ownership.Our innovative approach facilitates seamless property investment...


  • Pune, Maharashtra, India TIAA Full time

    Job DescriptionAssociate - Wealth Management - INAn Associate in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while mentoring junior staff and driving improvements in operational efficiency.Key Responsibilities and Duties- Process...

  • Private Client Advisor

    19 hours ago


    Pune, Maharashtra, India AllianceBernstein Full time

    Key ResponsibilitiesAs a Private Wealth Operations Associate, your key responsibilities will include:• Client onboarding and account management• Trade execution and settlement• Managing client communications and inquiries• Collaborating with internal teams to resolve issues and improve processesWork EnvironmentThis is a hybrid role, offering the...


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

    Role and ResponsibilitiesIdentify high net worth individuals with investable surplus of 1 Cr. - 5 Cr and above for relationship management and investment opportunities.Develop and implement comprehensive financial plans and portfolios tailored to clients' needs and risk profiles.Execute transactions, provide regular portfolio reviews, and address client...


  • Pune, Maharashtra, India Emkay Global Financial Services Limited Full time

    Job DescriptionAs a Private Banker, you will be responsible for acquiring new customers and expanding our existing client base. You will provide financial planning and portfolio services to help clients achieve their financial objectives. Your role will involve executing transactions, managing private wealth, and ensuring delivery of various management...


  • Pune, Maharashtra, India Nuvama Wealth Full time

    Wealth Management Job DescriptionNuvama Wealth is seeking a highly skilled and motivated Wealth Manager to join its team. As a Wealth Manager, you will be responsible for developing and maintaining effective wealth management strategies that cater to the unique needs of HNIs. This role requires strong financial acumen, excellent communication skills, and the...


  • Pune, Maharashtra, India Creospan Private Limited Full time

    We're seeking a highly motivated Agile Product Owner to join our team at Creospan Private Limited. As a key member of our digital banking department, you will be responsible for defining and executing the product vision for our innovative financial solutions.The ideal candidate will have a strong understanding of investment products, portfolio management,...

Private Wealth Associate Manager

1 week ago


Pune, Maharashtra, India AllianceBernstein Full time
About AllianceBernstein:
We are a leading global investment management firm that helps individuals, families, and institutions achieve their long-term financial goals. Our experienced team of professionals provides tailored investment solutions to meet the unique needs of our clients.

Job Summary:
We are seeking a Private Wealth Operations Associate to join our team in Pune. This is an exciting opportunity to work with a talented team of professionals who share your passion for delivering exceptional client service and driving business growth.

Responsibilities:
• Provide administrative support to the private wealth team
• Assist with client onboarding and relationship management
• Collaborate with internal teams to resolve client inquiries and issues

Requirements:
• Bachelor's degree in finance, business, or related field
• 1-4 years of experience in operations or client-facing roles
• Strong analytical and problem-solving skills