Personal Wealth Manager

Our company seeks an experienced professional to fill the role of Private Wealth Manager. The ideal candidate will be responsible for providing personalized wealth management strategies to high net-worth individuals, retail clients, corporate houses, and financial institutions.Job DescriptionThis is a full-time position that requires the candidate to have...

Client Service Associate Job DescriptionWe are seeking a highly motivated and detail-oriented professional to support various client servicing and operational functions in the wealth management industry.This role provides hands-on experience in client servicing, onboarding, and documentation processes, as well as supporting customer communication and service...

Job DescriptionWe are seeking an innovative and skilled Digital Wealth Solution Architect who can bridge the gap between engineering and product teams. This individual contributor role requires someone who can deeply understand product requirements, implement end-to-end solutions, and coordinate effectively while maintaining focus on user experience and...

Wealth Management ProfessionalThis role involves overseeing the financial portfolios of high net worth individuals, ensuring their investments are aligned with their goals and risk tolerance.Conduct client profiling to identify suitable investment opportunities in debt, equity, mutual funds, structured products, and real estate.Manage and analyze client...

About our companyWe're a Sequoia-backed SaaS startup building an AI-native Marketing, Support & Sales suite for e-commerce brands.We've worked with 3000+ e-commerce brands globally across 50+ countries and have received investments from marquee investors like Sequoia Capital India, Kunal Shah, Gaurav Munjal & more.Our journey so far has been remarkable, with...

Job Title: Real Estate Private Equity AssociateAbout the Position:We seek a detail-oriented Private Equity Associate to join our team. As a key member, you will play a critical role in evaluating investment opportunities, supporting deal execution, and managing portfolio companies.The ideal candidate will have around 3 years of experience in private equity,...

We are seeking a dynamic and experienced professional to spearhead business development initiatives at the intersection of wealth management, private markets, and innovation.The successful candidate will have expertise in financial services, specifically wealth management, banking, or investments, and will be responsible for establishing strong partnerships...

Job TitleWe are seeking a highly skilled Treasury Professional to join our team. This is an exciting opportunity to work in a dynamic environment and contribute to the growth of our organization.The ideal candidate will have excellent analytical skills, strong attention to detail, and the ability to work independently as well as part of a team.Key...

We are seeking a skilled professional to join our team as a Wealth Strategist.The ideal candidate will have a proven track record of building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services. Key responsibilities include client acquisition, portfolio advisory, and relationship...

As a seasoned financial professional, you will be responsible for cultivating and expanding relationships with affluent clients to generate assets under management (AUM).We are seeking experienced professionals to join our team in Varanasi, India, where they will leverage their expertise to advise high net worth individuals on their investments and manage...