Wealth Management Professional

About UsWe empower working professionals and new-age entrepreneurs to achieve long-term sustainable wealth through personalized plan-based solutions.We adopt a unique approach, focusing on an annuity-driven model that enables us to provide holistic support to our clients, incorporating our wellness program for their physical and mental wellbeing.Job...

Job Summary:Responsible for driving sales, expanding distribution channels, and managing partnerships to enhance the reach of wealth management products. The role focuses on developing and executing distribution strategies to acquire high-net-worth clients (HNWIs) and institutional investors while ensuring business growth and...

Job Title : Relationship Manager Location : Gurgaon, India Company : Boutique Private Wealth Advisory for UHNW and HNW clients Responsibilities : - Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh. - Assess clients' financial needs and devise tailored investment strategies. - Conduct regular portfolio...

Job Title: Relationship ManagerLocation: Gurgaon, IndiaCompany: Boutique Private Wealth Advisory for UHNW and HNW clientsResponsibilities:- Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh.- Assess clients' financial needs and devise tailored investment strategies.- Conduct regular portfolio reviews and provide...

About Prospurts Prospurts Consulco is a wealth management firm based out of Delhi NCR. We started in 2015 and currently manage more than INR 750 crore across 500+ families. We focus on helping working professionals and new age entrepreneurs create long-term sustainable wealth. We give a lot of emphasis on hyper-personalized plan-based approach to curate...

Welcome to Prospurts, a leading wealth management firm based out of Delhi NCR. We take pride in providing a unique approach to wealth creation through our hyper-personalized plan-based approach.As a boutique setup, we offer a multi-faceted environment where you can grow professionally and personally. Our team consists of experienced professionals with a rich...

Job Title: Relationship ManagerLocation: Gurgaon, IndiaCompany: Boutique Private Wealth Advisory for UHNW and HNW clientsResponsibilities:- Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh.- Assess clients' financial needs and devise tailored investment strategies.- Conduct regular portfolio reviews and provide...

Job Title: Relationship Manager Location: Gurgaon, India Company: Boutique Private Wealth Advisory for UHNW and HNW clients Responsibilities: - Acquire new clients and cultivate strong relationships with existing ones in NCR and Chandigarh. - Assess clients' financial needs and devise tailored investment strategies. - Conduct regular portfolio reviews and...

At deVere Group, we are seeking a skilled Wealth Management Specialist to join our team of experienced professionals.This role offers a unique opportunity for individuals with a passion for providing expert financial advice and guidance to high net worth clients.The ideal candidate will possess a certified Wealth Management or Financial Planning...

About Us: Deutsche Bank is a global bank with a rich history of innovation and excellence in financial services.">Job Summary: We are seeking a seasoned professional to join our team as a Wealth Management Advisor in Gurgaon. This role involves providing world-class wealth management services to high-net-worth clients and growing our business in this...

Brief about the role:Portfolio reporting and advisory for Family Wealth of the Promoter Group. Thorough understanding of different Financial Asset classes including Listed Equity, Debt, Private Equity, Commodities and product structures including ( PMS, MFs, AIFs) . Managing Advisor relationship with existing advisors to the family office for seamless...

Company OverviewProspurts Consulco is a boutique wealth management firm based in Delhi NCR. Founded in 2015, we have established ourselves as a trusted advisor to over 500 families, managing assets exceeding INR 750 crore. Our team of dedicated professionals is committed to delivering personalized solutions that cater to the unique needs of our clients.Job...

About UsWe are Prospurts Consulco, a wealth management firm based out of Delhi NCR, catering to 500+ families with a strong focus on creating long-term sustainable wealth.We pride ourselves on our counter-cultural approach, emphasizing an annuity-driven model that enables a holistic impact on our clients' lives.Job Description/ResponsibilitiesAnalyze market...

About ProspurtsWe are a boutique wealth management firm based in Delhi NCR, catering to working professionals and new-age entrepreneurs. Our approach focuses on creating long-term sustainable wealth through hyper-personalized plan-based solutions.Company OverviewWe take pride in being counter-cultural, adopting an annuity-driven approach instead of a...

At Prospurts, we're passionate about helping our clients achieve their financial goals through a bespoke wealth management approach.We believe in taking a counter-cultural approach to our industry, focusing on building long-term relationships with our clients rather than prioritizing short-term gains.As a Senior Manager, you'll play a key role in developing...

We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey. Our culture is built on hard work and supporting our people to succeed while building an affluent career.The role involves using a consultative process to gain as much information about the client's...

Job Description">Findoc is seeking an experienced and dynamic Head of Premier Client Group (PCG) Desk to join our team. The ideal candidate will have a thorough understanding of financial products such as PMS, AIF, bonds, mutual funds, and stock market offerings, including algo trading.">The Head of PCG will be responsible for acquiring, managing, and...

About the Role: The role entails onboarding new Channel Partners, providing ongoing support until they are fully operational, and driving business outcomes to ensure their success. Key Responsibilities Include: - Ensuring Smooth Onboarding and Handholding of APs - Collaborating with APs to Drive Revenue from Products like Demat, Retail Trading, and Wealth...

Key Responsibilities:- Understand clients risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework- Develop relationships with new clients and conduct meetings to manage their investment portfolios- Connect with existing clients and prospects for periodic reviews and advise them accordingly-...

Key Responsibilities:- Understand clients risk appetite and financial goals, and devise a suitable asset allocation strategy based on the financial planning framework- Develop relationships with new clients and conduct meetings to manage their investment portfolios- Connect with existing clients and prospects for periodic reviews and advise them accordingly-...