National Wealth Management Leader

Job SummaryWe are seeking a highly skilled and experienced Head of Wealth Management to lead our national wealth management team. The ideal candidate will have a strong background in wealth management, with a proven track record of driving business growth and managing high-performing teams.Key ResponsibilitiesDevelop and implement a national wealth...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

Job Title: National Head-Wealth ManagementJOBS n TA HR Services is seeking a highly skilled and experienced National Head-Wealth Management to lead our finance company's national strategy and vision.Key Responsibilities:Asset Management: Responsible for managing a portfolio of 2500 Cr and driving month-on-month growth of 6%.Business Development: Driving...

Job DescriptionAs a key member of the JOBS n TA HR Services team, we are seeking a highly skilled and experienced National Head-Wealth Management professional to lead our wealth management initiatives across the country.Key Responsibilities:Asset Management: Oversee the management of assets worth 2500 Cr and drive month-on-month growth of 6% of the region's...

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...

National Head-Wealth ManagementJOBS n TA HR Services seeks a seasoned professional to lead our Wealth Management division at the national level.Key Responsibilities:Drive the growth of Assets Under Management (AUM) across various regions, ensuring a minimum month-on-month increase of 6%.Develop and execute a national strategy to expand our presence in the...

Job SummaryWe are seeking a highly skilled and experienced National Head-Wealth Management professional to join our team at JOBS n TA HR Services. The successful candidate will be responsible for driving business growth and managing the day-to-day operations of the company across various regions.Key ResponsibilitiesResponsible for handling Assets Under...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Job Title: Strategic Leader for Wealth Management DivisionJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. This...

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

About the RoleWe are seeking a seasoned professional to lead our operational strategy and execution efforts at Sapient Wealth Advisors & Brokers Pvt Ltd. As a key member of our team, you will drive initiatives to improve efficiency, scalability, and service delivery across the organization.Key ResponsibilitiesDevelop and implement operational strategies that...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...

About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

About the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...