Affluent Wealth Client Strategist

We are seeking a skilled Private Wealth Strategist to join our team. ">About the RoleThis is a full-time on-site position for a Private Wealth Strategist, located in New Delhi. The successful candidate will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing...

Global Wealth StrategistAs a key member of our team, you will play a pivotal role in driving the development and expansion of our wealth management division.">Job Description:We are seeking an experienced Global Wealth Strategist to lead the development and implementation of our wealth management strategy. This includes aligning with our global investment...

Job Title: Client Relationship Strategist">About the Role:">We are seeking a skilled Client Relationship Strategist to join our team. As the primary point of contact for assigned clients, you will be responsible for understanding their needs, objectives, and expectations.">You will develop and maintain strong, trust-based relationships with clients, serving...

Transformative Wealth ExpertiseAbout our organization:We are a fintech company dedicated to revolutionizing wealth management for India's emerging affluent. Our mission is to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.Our team boasts deep expertise across finance, product, and technology....

Job Title: Wealth Management Domain ExpertWe are seeking a highly skilled Wealth Management Domain Expert to guide the successful implementation of a Digital Wealth platform. The Domain Expert will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is...

About the OpportunityWe're seeking a skilled Private Banker to fill this key position. This role plays a pivotal part in acquiring High Net Worth Individuals (HNI) and Ultra HNI clients, building lasting relationships with them.About the RoleThe successful candidate will be responsible for selling investment and insurance products, as well as other bank...

Gain Financial Knowledge with Our Wealth Management TeamAs a Client Service Associate, you will play a pivotal role in supporting our team's efforts to help individuals and families achieve their financial goals. We strive to provide personalized services tailored to each client's unique needs and life objectives.We're dedicated to delivering exceptional...

Platinum Relationship ManagerKey Responsibilities :Client Handling: Manage a portfolio of affluent / platinum customers (typically HNI with high deposits, CASA balances, investments, and banking product usage).Portfolio Growth: Deepen customer relationships by cross-selling banking products CASA, term deposits, insurance, mutual funds, credit cards, loans,...

Private Wealth Advisor Job DescriptionAs a Private Wealth Advisor, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. Your primary role will be to provide personalized financial advice and wealth management solutions to clients based on their needs and...

About the RoleAs a Wealth Manager, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas.The internship is designed to provide practical exposure to wealth management...