Affluent Wealth Professional

Senior Wealth Advisor RoleThis is an exciting opportunity for a seasoned wealth manager to leverage their expertise and contribute to the growth and success of our organization by delivering high-quality wealth management services to clients.Key Responsibilities:Develop and implement comprehensive wealth management plans that cater to individual client needs...

**Private Banker Job Summary**We are seeking an experienced Private Banker to join our team. As a Private Banker, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.The ideal candidate will have excellent analytical and problem-solving skills, as well as strong communication and interpersonal...

Key Responsibilities:Execute trades and orders on behalf of clients.Deliver investment advisory services with a focus on AUM growth and portfolio penetration.Cross-sell a range of financial products, including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, and unlisted shares.Manage relationships with high net worth individuals through consistent...

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

Financial ExpertWe are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will be responsible for building strong relationships with high-net-worth individuals to understand their financial goals and objectives.Your Key Responsibilities:Provide personalized financial advice and wealth management solutions to clients based on...

Job TitleWe are seeking a dynamic and experienced Certified Financial Planner with a proven track record as a Relationship Manager to serve as a trusted advisor to our clients.The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented...

Lead Investment StrategistUnlock unparalleled global investing opportunities with our cutting-edge platform, designed to empower individuals and family offices in India (including NRIs) to diversify their wealth. By leveraging our expertise and data-driven insights, you will drive the development and expansion of our wealth management division.Key...

Job Title:Wealth Management LeaderTo succeed in this role, you will be responsible for managing a portfolio of high net worth clients. You will work closely with these clients to understand their financial goals and develop strategies to help them achieve them.About the Role:This is an individual contributor role that requires a strong personal network, deep...

Product Designer OpportunityLooking to join a dynamic team and contribute to the development of an innovative platform? We have an exciting opportunity for a Product Designer to join our team.As a Product Designer, you will be responsible for designing the UI/UX of our app, creating wireframes and prototypes, conducting user research and usability testing,...

Job Title: Financial Planning Specialist"> ">Key Responsibilities:">Client Relationship Management: Build and maintain strong, trust-based relationships with high-net-worth clients, acting as their primary point of contact for all financial matters.">Proactively engage with clients to understand their evolving needs, address concerns, and provide...