Strategic Wealth Manager

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

At Zyvka, we are seeking a highly skilled Strategic Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Key Responsibilities:Client Relationship...

Job Title: Virtual Wealth ManagerCompany Overview: Zyvka is a boutique wealth firm dedicated to delivering exceptional wealth management services to clients worldwide. With a rich history of over 150 years of cumulative experience among senior management, we specialize in wealth creation, preservation, protection, and transmission.Responsibilities:•...

Job Title: Strategic Wealth AdvisorWe are seeking a highly skilled Strategic Wealth Advisor to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...

Job Title: Strategic Leader for Wealth Management DivisionJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. This...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a leading boutique wealth firm with a rich history of expertise in wealth creation, preservation, and transmission. Our team specializes in catering to both domestic and international clients, providing personalized and efficient service delivery.Responsibilities:Client Relationship...

**Job Purpose:**At ConsultBae India Private Limited, we are seeking a skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

About Vitasta Consulting Pvt LtdVitasta Consulting Pvt Ltd is a leading consulting firm that provides expert services in the wealth management industry.Job Summary:We are seeking an experienced Senior RM Wealth to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track...

Company Overviewi4 Consulting : Reimagining HR Blueprints is a leading provider of innovative HR solutions. Our mission is to empower organizations with cutting-edge technology, driving talent attraction, employee experience, and productivity.Job OverviewWe are seeking a Senior Wealth Manager to join our team. The ideal candidate will have a minimum of 7...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Job Brief:As the Strategic Partnership Manager at Equentis Wealth Advisory Services Pvt. Ltd., you will play a crucial role in identifying, developing, and managing strategic alliances and partnerships that align with our company's goals.Key Responsibilities:Develop and execute a strategic plan for alliances and partnerships.Lead negotiations to establish...

Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

Job Title: Strategic Alliances and Partnerships ManagerAbout the Role:We are seeking a highly skilled Strategic Alliances and Partnerships Manager to join our team at Equentis Wealth Advisory Services Pvt. Ltd. As a key member of our organization, you will be responsible for identifying, developing, and managing strategic alliances and partnerships that...

As a key member of Vitasta Consulting Pvt Ltd's wealth management team, the ideal candidate will possess a strong understanding of financial markets and excellent communication skills to manage client relationships effectively.Key Responsibilities:Build and maintain long-lasting relationships with high-net-worth clients.Understand clients' financial goals...

Job Purpose: We are seeking a seasoned professional to lead our Wealth Management cluster in Mumbai. The ideal candidate will have a proven track record of managing high net worth individuals (HNI) and driving sales growth.Key Responsibilities:Develop and execute business plans to drive sales growth in the Wealth Management segment.Manage and motivate a team...