Wealth Management Specialist

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...

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...

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...

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: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: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

About CorenzaCorenza is a digital family office that provides personalized wealth management services to high net worth individuals. With a team of over 12 experienced professionals, including CAs, CFAs, CFPs, and MBAs, we manage over ₹100 crore in assets under management.Role and ResponsibilitiesWe are seeking a skilled Wealth Management Specialist to...

Position OverviewLadderUp Wealth Management Pvt Ltd is seeking a highly skilled Estate Planning Specialist to join our team. As an Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns.Key Responsibilities:Creating tailored estate plans for clients, including wills,...

Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...

Role SummaryWe are seeking a skilled Wealth Management Specialist to join our team at Team Geek Solutions Private Limited. As a key member of our wealth management team, you will be responsible for managing high net worth individuals and providing expert financial advice to help them achieve their financial goals.Key Responsibilities:- Acquire and advise...

Job Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...

Job Description9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Global Wealth Management Specialistto join our team. As a Global Wealth Management Specialist, you will be responsible for client onboarding, periodic KYC reviews, and risk management. The ideal candidate will have a Post-graduate/Graduate degree in Finance,...

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...

Wealth Management OpportunitiesAre you a seasoned professional looking to leverage your experience in wealth management to help high net worth individuals achieve their financial goals? As a Private Wealth Sales Specialist at Team Geek Solutions Private Limited, you will play a key role in managing the financial portfolios of affluent clients and providing...

Leverage Your Expertise in Estate Planning with LADDERUP WEALTH MANAGEMENT PVT LTDWe are seeking a skilled Estate Planning Specialist to join our team at LADDERUP WEALTH MANAGEMENT PVT LTD. As a key member of our wealth management practice, you will be responsible for providing customized advisory services to high net worth individuals and business...

Job Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...

Job PurposeThe role requires catering to the investment needs of mass affluent clients, meeting revenue and AUM targets, and ensuring adherence to organizational ethos.Key ResponsibilitiesRecommend investment products such as MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, and Direct Equity to meet client needs.Meet AUM and investor acquisition targets for the...

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...

About CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. With a team of experienced professionals, including CAs, CFAs, CFPs, and MBAs, we provide comprehensive financial solutions to our clients.Role and ResponsibilitiesAs a Wealth Advisor at Corenza, you will be responsible for...

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...