Senior Wealth Portfolio Manager
4 days ago
i4 Consulting: Reimagining HR Blueprints is a pioneering HR solutions provider that empowers organizations through technology innovations. Our focus is on enhancing talent attraction, employee experience, and productivity.
We cater to a diverse range of organizations, including startups, retail, media, product-based organizations, and MNCs. Our team of 11-50 employees is headquartered across PAN India in the Human Resources Services industry.
Job OverviewWe are seeking a skilled Relationship Manager/Wealth Manager to join our team in Hyderabad. The ideal candidate will be responsible for managing client relationships and portfolios, focusing on wealth management for high-net-worth individuals (HNI) and ultra-high-net-worth individuals (UHNI).
Key Responsibilities- Client Relationship Management: Develop and maintain strong relationships with high-net-worth clients, providing expert financial advice and tailored wealth management strategies.
- Portfolio Management: Conduct regular portfolio reviews, adjust strategies to ensure optimal performance, and monitor client investments and market trends.
- Business Development: Identify new business opportunities, develop strategies to attract and retain clients, and prepare detailed reports and presentations for clients.
- Collaboration: Work with other team members to enhance service offerings and client satisfaction, ensuring compliance with regulatory requirements and internal policies.
-
Senior Wealth Management Professional
7 days ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob Title: Senior Wealth Management ProfessionalJob Summary:As a Senior Wealth Management Professional, you will be responsible for leading all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services...
-
Senior Wealth Management Leader
1 week ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob Title: Senior Wealth Management LeaderAbout the Role:We are seeking a highly skilled and experienced Senior Wealth Management Leader to lead our wealth management activities in the Hyderabad region. As a key member of our team, you will be responsible for driving revenue growth, expanding our market share, and delivering exceptional services to our high...
-
Senior Wealth Strategist
2 days ago
Hyderabad, Telangana, India Gamut HR Solutions Full timeCompany OverviewGamut HR Solutions is a leading provider of job placement services, headquartered in Hyderabad with a team of experienced professionals.Job OverviewWe are seeking a highly skilled Financial Advisor/Wealth Manager to join our team as a Senior Wealth Strategist. This is a full-time role based in Hyderabad, Telangana, India, and offers a...
-
Senior Wealth Manager
7 days ago
Hyderabad, Telangana, India Arin Consultancy Full timeWealth Management Opportunity:Arin Consultancy is seeking a dynamic Wealth Manager to join our team. The ideal candidate will have a strong sales and business development background with a proven track record of building relationships with CAs, merchant banks, B2B vendors, and B2C retail clients.Key Responsibilities:- Foster B2B partnerships and attract B2C...
-
Senior Wealth Management Professional
4 days ago
Hyderabad, Telangana, India 4S Advisory Full timeJob Summary:We are seeking a skilled and experienced Wealth Manager to join our team at 4S Advisory. As a Wealth Manager, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients. Your expertise in financial analysis, investment strategies, and client relationship management will be...
-
Senior Wealth Management Specialist
2 days ago
Hyderabad, Telangana, India Yubi Group Full timeAbout Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt markets by streamlining finance between borrowers, lenders, and investors. Our platform is the world's largest possibility platform for the discovery, investment, and collection of any debt solution. With a strong focus on innovation, we equip our team members with...
-
Wealth Management Specialist
2 weeks ago
Hyderabad, Telangana, India i4 Consulting : Reimagining HR Blueprints Full timeCompany Overviewi4 Consulting: Reimagining HR Blueprints is a pioneering organization in the Human Resources Services industry, headquartered across PAN India. We specialize in empowering organizations through technology innovations to enhance talent attraction, employee experience, and productivity.Job OverviewWe are seeking a skilled Relationship...
-
Senior Wealth Management Leader
6 days ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob DescriptionJob Title: Cluster Head HyderabadCompany: ConsultBae India Private LimitedJob Summary:We are seeking a highly skilled and experienced Cluster Head to lead our wealth management activities in Hyderabad. The successful candidate will be responsible for driving revenue growth, establishing a strong brand presence, and delivering exceptional...
-
Wealth Management Expert
2 days ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timePosition OverviewWe are seeking a seasoned Wealth Manager to join our esteemed Wealth Management team at GA Capital Management Pvt Ltd. As a key member, you will play a pivotal role in guiding and supporting our clients in achieving their financial objectives.Key ResponsibilitiesDevelop personalized financial plans tailored to clients' needs and risk...
-
Wealth Manager
7 days ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob DescriptionJob Title: Relationship ManagerCompany: ConsultBae India Private LimitedJob Summary:We are seeking a skilled Relationship Manager to join our team. The successful candidate will be responsible for building and maintaining strong relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth...
-
Senior Wealth Management Specialist
7 days ago
Hyderabad, Telangana, India Yubi Group Full timeAbout Yubi GroupAt Yubi Group, we are re-defining global debt markets by freeing the flow of finance between borrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment, and collection of any debt solution. Our two-sided debt marketplace helps institutional and HNI investors find the widest network of...
-
High Net Worth Portfolio Manager
2 days ago
Hyderabad, Telangana, India 4S Advisory Full timeRole OverviewWe are seeking a highly skilled and experienced Wealth Management Specialist to join our Wealth Management team at 4S Advisory. As a Wealth Management Specialist, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients.Key Responsibilities:Client Relationship...
-
Portfolio Management Advisor
4 days ago
Hyderabad, Telangana, India Gamut HR Solutions Full timeCompany OverviewGamut HR Solutions is a leading provider of human resources solutions.Job OverviewWe are seeking an experienced Portfolio Management Advisor to join our team.ResponsibilitiesConduct financial analysis to guide investment decisionsDevelop and implement investment strategiesManage and mitigate risks within the portfolioAllocate assets...
-
Senior Wealth Management Professional
2 weeks ago
Hyderabad, Telangana, India Antal International Full timeJob Title: Partner Client RelationsAntal International is seeking a seasoned professional to join our team as a Partner Client Relations. This role is responsible for acquiring and engaging with institutional clients, managing portfolios, and providing market updates and recommendations.Key Responsibilities:To acquire and retain institutional clients through...
-
Wealth Manager for Investment Strategies
4 days ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timeInvestment Management Expert for GA Capital ManagementAt GA Capital Management, we are seeking a highly skilled Investment Management Expert to join our team. As a key member of our wealth management team, you will be responsible for developing and implementing investment strategies for our clients.Key Responsibilities:Develop personalized investment plans...
-
Wealth Management Specialist
4 days ago
Hyderabad, Telangana, India ConsultBae India Private limited Full timeJob Title: Relationship ManagerJob Summary:We are seeking a skilled Relationship Manager to join our team at ConsultBae India Private Limited. As a Relationship 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 management...
-
Wealth Manager
7 days ago
Hyderabad, Telangana, India GA Capital Management Pvt Ltd Full timeAbout GA Capital ManagementGA Capital Management Pvt Ltd is a leading wealth management company that provides personalized financial solutions to its clients. Our team of experienced professionals works closely with clients to understand their financial goals and risk profiles, and develops customized investment strategies to help them achieve their...
-
Wealth Strategist
2 days ago
Hyderabad, Telangana, India LifeMagic Group Full timeJob OverviewLifeMagic Group is seeking a skilled Wealth Manager to provide comprehensive wealth management services to high-net-worth individuals and families. This is a full-time position based in Hyderabad, Telangana, India.Qualifications and SkillsBachelor's degree in Finance, Economics, or a related field (MBA preferred)Junior level with 1 to 3 years of...
-
Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role:We are seeking a Senior Wealth Client Performance Analytics Consultant to join our team at Wells Fargo Bank.Lead or participate in supporting financial advisors by providing analytics on existing and prospective clients within Wealth Client Analytics.Review and analyze investment performance results for use in developing reports for clients,...
-
Hyderabad, Telangana, India WELLS FARGO BANK Full timeAbout this role:Wells Fargo is seeking a Senior Wealth Client Performance Analytics Consultant to lead or participate in supporting financial advisors by providing analytics on existing and prospective clients within Wealth Client Analytics.Key Responsibilities:Review and analyze investment performance results for use in developing reports for clients,...