Private Wealth Management Professional
6 days ago
Job Title: Financial Services Manager
Job Description:We are seeking a highly skilled and experienced Financial Services Manager to lead our team in delivering exceptional financial solutions to high net worth clients. As a key member of our organization, you will be responsible for understanding the financial needs and risk appetites of our clients and recommending suitable products from our array of financial solutions.
Key Responsibilities:
- Providing tailored financial solutions to high net worth clients based on their individual needs and risk profiles.
- Monitoring market trends to ensure client plans remain responsive and aligned with their goals.
- Developing and implementing effective investment strategies to achieve growth and revenue targets.
- Collaborating with cross-functional teams to deliver high-quality services and solutions to clients.
Requirements:
- Strong network and relationships with UHNI clients.
- Exceptional communication and interpersonal skills.
- Ability to think strategically and make informed decisions.
- High level of integrity and professionalism.
Preferred Qualifications:
- 4+ years of experience in private wealth management.
- Graduate degree with an MBA from a premier business school.
We offer a dynamic and supportive work environment that fosters growth and development. Our team is passionate about delivering exceptional results and making a positive impact on our clients' lives.
-
Wealth Management Analyst
4 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
-
Wealth Management Analyst
2 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Private Wealth Advisor
6 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...
-
Private Wealth Specialist
2 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 2,00,00,000About Our OpportunityAs a seasoned wealth management professional, you will play a crucial role in acquiring high net worth clients and building long-term relationships with them.Key Responsibilities:Identify and acquire new high-net-worth clients, cultivating strong relationships to drive fee income growth.Nurture and manage end-to-end customer...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Wealth Manager
20 hours ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Wealth Manager
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
-
Wealth Manager
2 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
-
Wealth Manager
7 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
