Wealth Management Professional

About the PositionWe are seeking a highly skilled Wealth Management Specialist to join our team at Spark Private Wealth. In this role, you will be responsible for providing expert advice and guidance to our clients to help them achieve their financial goals.Key Responsibilities:Develop and maintain a deep understanding of our clients' financial needs and...

Job Overview:Nuvama Wealth, a leading provider of wealth management services, is seeking an experienced Wealth Manager to join their digital business team. The ideal candidate will be responsible for catering to the investment needs of clients by providing research-based advice on wealth products, mutual funds, insurance, portfolio management services, and...

Job DescriptionAt Nibodhah, we are seeking an experienced Wealth Management Professional to join our team. In this role, you will be responsible for driving sales through existing clients, conducting daily sales calls with prospective new clients, and providing comprehensive solutions to meet their wealth management needs.Key Responsibilities:Drive sales...

About Spark Private Wealth:We are a leading private wealth management firm that provides comprehensive financial services to high net worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional investment solutions and personalized service to our clients.Job Summary:We are seeking a highly skilled Financial...

HDFC Tru is looking for a skilled Wealth Management Professional to join our team. The ideal candidate will have a strong background in finance, a post-graduate degree, and 15+ years of sales experience in wealth management.Key QualificationsPost-graduate degree in finance or related field.15+ years of sales experience in wealth management.Strong knowledge...

About Neo GroupNeo is a cutting-edge wealth and asset management platform in India, catering to high net worth individuals and multi-family offices. We focus on providing unbiased advisory services, transparency, and cost-efficiency to offer comprehensive solutions.Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have amassed over $3 billion in assets...

**Career Opportunity:**Virtuous Advisors & Resources Private Ltd is expanding its wealth management division and invites applications from experienced Wealth Management Professionals. As a key member of our team, you will be responsible for developing and implementing customized financial plans for high net worth individuals and families.Key...

Company OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. We are backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.We serve close to a million customers comprising a diversified set...

About Nuvama Wealth - As a leading wealth and asset management firm in India, Nuvama Wealth has an Assets under Advisory (AUA) of over ₹ 2,00,000cr. Backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, Nuvama serves close to a million customers across various segments.Job...

Job SummaryEquentis is hiring a seasoned Wealth Management Professional to manage a portfolio of high net worth clients in Mumbai. The successful candidate will have a proven track record of delivering exceptional results, building strong relationships, and driving business growth.ResponsibilitiesThis role involves acquisition and advisory services for high...

We are seeking a highly skilled Wealth Relationship Manager to join our team at Waytogo Consultants. As a key member of our financial services department, you will play a vital role in building and maintaining strong relationships with clients, providing personalized wealth management services that meet their unique needs and goals.About the RoleThis is a...

**Job Summary:**We are seeking a highly skilled and experienced Senior Wealth Management Professional to join our team at Karyarth.About the Role:The ideal candidate will have a strong background in wealth management, with experience in acquiring and advising high net worth individuals (HNIs). They will be responsible for leading a pool of affluent and super...

Job Description: At Spark Private Wealth, we are looking for a talented Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with clients to understand their financial goals and develop customized investment strategies to achieve those goals. If you have a strong background in finance and excellent communication skills,...

About Neo GroupNeo Wealth and Asset Management is a pioneering fintech firm in India, catering to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our platform stands on three pillars: unbiased advisory, transparency and cost-efficiency. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have achieved...

We are seeking an experienced Private Wealth Analyst to join our team at Spark Private Wealth. As a key member of our investment team, you will be responsible for initiating, executing, and delivering quality investment research in identified sectors.The ideal candidate should have a strong background in finance and accounting, with expertise in valuation...

Job Description:We are seeking a skilled Wealth Management Professional to join our team at Yes Securities Limited. The successful candidate will be responsible for managing client relationships, providing financial advice, and implementing financial planning recommendations.Responsibilities:Develop and implement comprehensive financial plans for high...

About Neo Wealth and Asset ManagementWe are a new-age financial advisory platform, focused on providing transparent, cost-efficient, and unbiased solutions to our clients. Our mission is to empower institutional and retail customers across India to pursue their dreams, while assisting in the country's aspiration for self-reliance and egalitarian prosperity.

Job Title: Cyber Security Professional - Fintech ExpertAbout Neo Wealth and Asset Management:As a leading Wealth and Asset Management platform in India, we cater to HNIs, UHNIs, and multi-family offices. Our mission is to provide comprehensive, trustworthy solutions through our three pillars of unbiased advisory, transparency, and cost-efficiency. Founded by...

About Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs) and multi-family offices.Our vision is to offer comprehensive, trustworthy solutions by standing on three pillars of unbiased advisory, transparency and...

Key ResponsibilitiesThe Private Banker/Senior Private Banker Lead will be responsible for:Acquiring and managing high net worth individual clients, providing them with comprehensive financial planning and portfolio management servicesDeveloping and implementing sales strategies to drive revenue growth and business development initiativesManaging existing...