Senior Wealth Manager

Key Responsibilities- Advise clients on building well-diversified portfolios using MFs, AIFs, unlisted equities, and other alternatives.- Design and implement investment strategies, monitor performance, and rebalance portfolios as needed.- Guide clients through complex investment products such as AIFs and unlisted shares.- Stay updated with regulatory...

Job DescriptionCompany DescriptionValion is Indias first P.R.E.F.O Private Real Estate Family Office with over 10 years of experience and presence in Gurgaon, Mumbai, and Singapore. Valion is a trusted partner to over 2000 HNI/ Super HNIC families with combined investments and assets under management of INR 4000 crores. The group offers services through...

Job ProfileKey Responsibilities and ExpectationsLead a team of Relationship Managers to drive business growth and customer satisfaction.Develop and execute sales strategies to meet performance targets.Ensure compliance with regulatory requirements and branch-level audits.Maintain a high level of customer satisfaction by addressing complaints...

Investment Advisor RoleAbout the Job:This role involves working with experienced professionals in financial planning and wealth management, requiring 3 to 10 years of relevant industry experience.Main Responsibilities:Client Relationship Building:Establish long-term, trust-based relationships with clients.Identify new business opportunities through existing...

Deliver exceptional financial solutions and build lasting relationships with clients as a seasoned AVP/Sr. Manager.Key ResponsibilitiesClient Acquisition: Identify, prospect, and acquire new clients through various channels to expand the firm's portfolio.Financial Planning: Conduct thorough assessments of clients' financial goals, risk tolerance, and...

Job Title: Process Associate, Wealth ManagementWe are seeking a highly motivated and detail-oriented individual to join our team as a Process Associate in Wealth Management. As a key member of our operations unit, you will play a critical role in delivering exceptional service to our clients.Key Responsibilities:To work well on requests sent by the...

Posting Description IND Analyst I Wealth - PA - Technology - Role DescriptionJob TitleIND Analyst I Wealth - PA - TechnologyReporting toIND Senior Manager Wealth - PA - TechnologyLOBWealthOverview of the RoleIND Analyst I Wealth - PA Technology is responsible for configuring and testing Aons proprietary Pension Administration System to meet the needs of our...

Job Title: Financial PlannerKey Responsibilities:- Develop and implement tailored investment strategies for clients, ensuring optimal returns and portfolio diversification.- Provide expert advice on complex investment products such as Alternative Investment Funds (AIFs) and unlisted equities.- Conduct regular portfolio reviews, financial education sessions,...

IND Analyst I Wealth - PA - Technology - Role DescriptionJob TitleIND Analyst I Wealth - PA - TechnologyJob Code Level s Date of Requisition Reporting toIND Manager Wealth - PA - TechnologyCTC LOBWealthClosure Date Overview of the RoleIND Analyst I Wealth - PA - Technology is responsible for Supporting and testing Aons proprietary Pension...

Job SummaryWe are seeking a highly skilled professional to join our team. The ideal candidate will have a strong foundation in wealth management and investment products, excellent communication skills, and the ability to work under pressure.About the RoleOur team is responsible for reviewing and updating client information in their profiles, identifying and...