Wealth Portfolio Manager

Job OverviewAnand Rathi Wealth Limited is a leading wealth management firm offering bespoke financial solutions to high net worth individuals.We are seeking an experienced Portfolio Management Specialist to join our team and contribute to delivering exceptional client experiences.

We are seeking a talented Private Wealth Manager to join our team at Spark Private Wealth. In this role, you will be responsible for maintaining constant coverage of materials pertaining to the industry knowledge base, trends, and developments for the team. You will also assist in writing research notes with your findings, thesis, and circulate them with a...

Join Spark Private Wealth as a Private Wealth Management Executive and leverage your expertise to drive growth in our mid-market financial services franchise. With two decades of experience, we offer a unique blend of investment banking, asset management, and private wealth management solutions.Our company is built on the principles of objectivity,...

Job SummaryWe are seeking a highly skilled Financial Growth Specialist to join our team at Stack Wealth. As a key member of our financial operations team, you will play a vital role in helping us achieve our mission to make private wealth experience accessible to the emerging affluent of India.About UsStack Wealth is a Y Combinator-backed startup on a...

About Spark Private WealthWe are a mid-market financial services franchise that offers investment banking, asset management and private wealth management solutions. Our team consists of experienced professionals who provide innovative financial services to our clients. As a Private Wealth Specialist at Spark Private Wealth, you will play a key role in...

About Spark Capital GroupSpark Capital Group is a well-established mid-market financial services franchise, offering investment banking, asset management and private wealth management solutions. We cater to entrepreneurs, corporates, business groups, family offices, and high net worth individuals.Our approach is centered around knowledge and research,...

About Us:Wint Wealth is a pioneering online bond platform in India, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we empower retail investors through accessible and secure bond investments.We operate our own NBFC, Wint Capital, with an AUM of Rs. 200 crore and an investment-grade rating from CARE. Notable investors have...

About Us:Liquide is a pioneering Fintech company dedicated to simplifying investment decisions for investors and traders alike. Our innovative platform empowers users with the tools and knowledge needed to navigate the markets confidently.The Role:As a Strategic Wealth Manager, you will collaborate closely with clients to provide bespoke financial planning...

Job DescriptionAbout UsWe are a leading bank seeking experienced professionals to join our team as Wealth Management Specialists.Company OverviewWe offer a unique opportunity to work with affluent clients, providing personalized wealth management solutions and building long-term relationships.SalaryThe estimated salary for this position is ₹25 lakhs per...

Are you a skilled professional looking for a challenging role in wealth management? We are seeking an experienced Sr Wealth Relationship Manager to join our team at Leading Bank.About the Role:We are looking for a seasoned professional with expertise in banking and wealth management to manage client relationships and drive revenue growth. As a Sr Wealth...

At Baron Capitale, we are seeking a skilled Wealth Relationship Manager to join our team in Bengaluru. This is an on-site full-time opportunity that requires the candidate to manage relationships with high net worth clients, providing wealth advice and financial services daily.About UsBaron Capitale & Wealth Management Pvt Ltd is the HNW wing of a new era...

Job Title: Portfolio Management ConsultantCompany Overview: Purnartha Investment Advisers Pvt Ltd is a well-established investment firm seeking a seasoned Portfolio Management Consultant to lead its portfolio management efforts.Salary: The estimated salary for this position is ₹2,800,000 - ₹7,000,000 per annum, commensurate with experience and...

We are seeking an experienced Strategic Wealth Manager to join our team at Dezerv, a leading provider of investing solutions for high net worth and affluent Indians. In this role, you will work closely with discerning clients possessing a net worth of ₹50 lakhs and above to help them understand our Portfolio Management Service in Mutual Funds.Your main...

**Job Description:**We are seeking a skilled Sr Wealth Relationship Manager to join our team at Leading Bank in Bangalore.The successful candidate will be responsible for managing 80-100 affluent and high net worth individual client relationships, identifying their banking and investment needs, and offering tailored wealth management solutions.Key...

Job Title: Financial Portfolio ManagerAbout Us:Discoveries Quintessential is a leading fintech company that offers innovative financial solutions to clients. We are seeking an experienced Financial Portfolio Manager to join our team.Estimated Salary: ₹1,500,000 - ₹2,000,000 per annum (dependent on experience and qualifications)Company Overview:We believe...

Spark Private Wealth is a mid-market financial services franchise offering investment banking, asset management and private wealth management solutions. The company has a two-decade old history of providing innovative financial services to entrepreneurs, corporates, business groups, family offices, and high net worth individuals.As a Finance Manager at Spark...

About the Job:Hireginie Talent Cloud Pvt Ltd is seeking an experienced Investment Advisory Expert to join our team as an Investment Specialist (VRM). In this role, you will be responsible for helping high-net-worth clients achieve their financial goals.Key Responsibilities:Becoming a trusted advisor and guiding pre-qualified clients with a minimum portfolio...

About DezervDezerv is a pioneering house of investing solutions for affluent Indians, co-founded by seasoned professionals with decades of experience in wealth management. Our team has successfully managed over USD 7 billion in assets and brings together expertise from leading global financial institutions like JP Morgan, UBS, and BNP Paribas.We offer a...

Dezerv is a leading platform in India providing innovative investing solutions to high net worth and affluent individuals. Founded by experienced professionals, Dezerv brings together decades of expertise from top global financial institutions. Our team monitors portfolio performance and rebalances as needed to ensure long-term success.We are backed by...

Job Overview">As a Strategic Investment Portfolio Manager, you will focus on crafting personalized investment plans for clients based on data-driven insights and market analysis. This role involves analyzing financial trends, researching emerging opportunities, and developing tailored investment strategies to support the mission of providing expert financial...