Wealth Management Specialist

Job Title: Senior Wealth Management SpecialistKey Responsibilities:• Develop and execute strategic plans to expand wealth management services.• Foster relationships with high net worth individuals, family offices, and ultra-high net worth individuals.• Offer expert advisory on mutual funds, alternative investment funds, portfolio management services,...

Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...

Global Investing OpportunitiesUnlock unparalleled global investing opportunities with a cutting-edge platform that empowers retail investors in India, the Middle East, and Southeast Asia to invest in mature markets like the US.Our data-driven platform provides insights and automated research to make smarter investment decisions. Track your portfolio's...

Position: Analyst Platinum Wealth Management TeamLocation: JodhpurDepartment: Wealth ManagementExperience: 0–1 years (Preferably CA-Fresher from Jodhpur)Role Overview:Join a high-performing, exclusive team that manages and supports clients with a net worth exceeding 50 Cr. This role offers a unique opportunity to work closely with senior stakeholders and...

Job Opening: Digital Wealth Management ExpertAbout the RoleA seasoned professional in wealth management is required to spearhead the implementation of a cutting-edge digital wealth platform. The successful candidate will leverage their expertise in private banking and wealth management to ensure seamless integration of business requirements, regulatory...

Job Description:We are seeking a highly motivated and experienced wealth consultant to join our team. The ideal candidate will have 1-3 years of experience in lead generation from high net worth individuals (HNIs) and be skilled in building a qualified pipeline of investors for our real estate fund.The successful candidate will possess excellent...

Job Title: Private Wealth ManagerWe are seeking a highly skilled and experienced Private Wealth Manager to join our team.About the Role:The successful candidate will be responsible for selling investment and insurance products, as well as other banking services, to high net worth individuals (HNI) and ultra-high net worth individuals (UHNI) clients in order...

Expert Relationship Builders Sought for High Net Worth PositionAffluent Wealth Management OpportunityWe are seeking a results-driven individual to join our team as an Affluent Wealth Manager. This is a challenging role that requires building strong relationships with high net worth individuals and providing personalized wealth management solutions.Key...

Job DescriptionWe are seeking an experienced professional to lead our UHNWI and HNWI Distribution Team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs) by offering wealth management solutions.Key Responsibilities:Client Acquisition & Business...

As a seasoned wealth management professional, you will play a pivotal role in building and maintaining strong relationships with high-net-worth clients.Key ResponsibilitiesDevelop and maintain a portfolio of affluent clients through exceptional relationship-building skills.Understand clients' financial objectives and risk profiles to deliver tailored...