Wealth Advisory Role

Key Wealth Management Leadership OpportunityWe are seeking a seasoned and highly skilled professional to drive the development and expansion of our wealth management division.The successful candidate will be responsible for driving high-quality investment solutions and client-centric financial planning, requiring a deep understanding of portfolio management,...

Job Overview:We are seeking a seasoned wealth management professional to spearhead the successful implementation of a digital wealth platform.The ideal candidate will possess in-depth knowledge of private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are...

Senior Wealth Manager OpportunityWe are seeking a skilled and experienced Senior Wealth Manager to join our team.About the Role:Manage relationships with high net worth individuals (HNIs) and family offices, providing expert advisory on investment products.Build and grow wealth management business through strategic partnerships and client...

Wealth Consultant OpportunityAbout the RoleSeeking a motivated wealth consultant with 1-3 years of experience in lead generation from high net-worth individuals. This role is focused on building a qualified pipeline of investors for our real estate fund.Key Responsibilities:Lead Generation & ProspectingIdentify and reach out to HNI clients interested in real...

Job Title: Senior Manager/ Chief Manager- Wealth ManagementKey Responsibilities:Deliver customized solutions to clients based on their unique financial goals and objectives.Maintain regular communication with leads, providing them with timely updates on market trends and relevant news articles.Foster relationships with existing investors, encourage...

Building Successful Client Relationships is a key aspect of this role, where you will engage with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services.This position involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with...

Transforming Wealth Management for India's Emerging AffluentAbout Our Mission:We're on a mission to reimagine wealth management, making sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.Our team has built a wealth-tech platform trusted by over 1 lakh clients with ₹100+ crores in assets.We're...

Product Trainer – Wealth ProductsWe are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve High...

About the RoleWe are seeking a seasoned professional to join our team as a Senior Associate.The ideal candidate will have 3-5 years of experience in advisory services and a strong background in accounting.The role involves analyzing financial data, assessing risks and internal controls, and providing recommendations for improvement.The Senior Associate will...

Client Service Associate Job OpportunityOverview:We are seeking a motivated and detail-oriented Client Service Associate to join our team in Chennai. This internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.Key Responsibilities:Support client servicing,...