Wealth Management Professional

Expert Wealth Manager Opportunity We are seeking a highly skilled and experienced Expert Wealth Manager to join our team. As an Expert Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.This role requires expertise in wealth management...

Role OverviewWe are seeking a seasoned professional to fill the position of Senior Wealth Manager. This individual will play a pivotal role in managing high-net-worth and ultra-high-net-worth client portfolios, providing expert investment advice and wealth management solutions.About the PositionThis is an individual contributor role with no team management...

Wealth Management Expertise: A Key to SuccessJob Description:A highly skilled Wealth Management Subject Matter Expert (SME) is required to oversee the implementation of a Digital Wealth platform. The ideal candidate will possess deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured and...

Job Title: Senior Wealth Manager">Job Description:The role of a senior wealth manager involves developing and providing solutions to clients based on their requirements. This includes conducting timely follow-ups with leads, sharing relevant information through broadcasts and news articles, and increasing the client base by meeting new clients, referring...

At the forefront of wealth management, our organization excels as the preferred advisor for high net worth individuals, family offices, corporate treasuries, and institutions across India.Our specialized approach encompasses a 360-degree perspective to cater to client needs. A core practice built on fair dealing underpins our motto – Trust is Paramount.A...

Job OpportunityWe are seeking a dynamic and driven wealth management specialist to join our team.The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting alternate investment opportunities.Key Responsibilities:Identify, connect, and onboard potential investors...

Global Investment Opportunities ExecutiveThe Global Investment Opportunities Executive will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Job Opportunity:">We are seeking a highly skilled Assistant Treasury Manager to support our treasury operations.">The ideal candidate will have hands-on experience in managing cash flow, financial instruments, risk management, and forex management.">">Main Responsibilities:">Assist in cash management, banking operations, and forex risk mitigation">Manage...

Wealth Management Opportunity:Seeking a dynamic Business Development Manager with experience in financial services to build strong partnerships with wealth managers, IFAs & institutions. Key responsibilities include working across investment products, startup funding & estate planning, contributing to deal structuring, market strategy & client servicing, and...