Expert in Private Banking and Wealth Management

Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.Key Responsibilities:Provide tailored advice to clients to help them achieve their financial goals.Develop and...

About the RoleThis role is instrumental in acquiring High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) as clients and building a strong relationship with the bank.Identify and acquire new private banking clients to generate fee income.Nurture and manage end-to-end customer relationships for private customers by fulfilling their...

Job OpportunityWe are seeking a seasoned professional to join our team as Senior Vice President of Wealth Management. This individual will be responsible for directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.Key ResponsibilitiesEstablish...

Strategic Wealth Management SpecialistOur organization is seeking an experienced Strategic Wealth Management Specialist to join our team. This is a key role within the wealth management division, responsible for providing high-level financial guidance and solutions to high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships with...

Job Title: Private Wealth ManagerWe are seeking a skilled financial expert to join our wealth management team. As a key member, you will be responsible for understanding and addressing clients' financial needs and goals.Developing personalized wealth management strategies and providing guidance on investment solutions is essential to meeting the unique...

Key Job Responsibilities:Strategic Relationship DevelopmentBuild and manage strategic relationships with high net worth individuals (HNIs) and family offices to drive business growth.Investment Advisory & Product DistributionOffer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...

Unlock Global Investing OpportunitiesAs a seasoned professional, you 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 advisory, along with the...

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

We are seeking a Senior Financial Planner to serve as a trusted advisor to affluent clients. The ideal candidate will leverage their financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.About the RoleThis is a dynamic opportunity to...

Wealth Consultant RoleIn our ongoing pursuit of excellence in wealth management, we are seeking a skilled Wealth Consultant to join our team. As a key player in lead generation from High Net-Worth Individuals (HNIs), this role involves building a qualified pipeline of investors for our Real Estate Fund.Key Responsibilities:Develop and execute strategies for...