Senior Wealth Management Professional

Financial Expert - Private Wealth ManagementWe are seeking a highly skilled private wealth management financial expert to guide the successful implementation of our digital wealth platform. This key role will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance...

Client Engagement Specialist Job Description: We are seeking a dynamic professional to engage with high net worth individuals and provide personalized wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives tailored financial strategies aligned with their goals....

Investment SpecialistWe are seeking a dynamic and driven specialist to join our team. The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting company investment opportunities.Key ResponsibilitiesInvestor AcquisitionIdentify, connect, and onboard potential...

Wealth Manager Position OverviewAs a seasoned Wealth Manager, you will be responsible for acquiring high net worth clients and nurturing relationships to generate assets under management (AUM). Your expertise in advising clients on investments and managing their overall financial portfolio will play a crucial role in deepening existing client...

As a key member of our Wealth Management team, the Investment Counsellor plays a vital role in providing tailored investment and financial planning services to clients. This position involves assessing clients' financial needs, developing customized investment strategies, and ensuring that their portfolios align with their long-term goals.The successful...

Job Overview:We seek a seasoned professional to manage large-scale operations in Banking, Financial Services, and Insurance (BFSI).The ideal candidate will bring strong expertise in Wealth Management, Retail Banking, Compliance, and Financial Risk functions.The successful candidate will have 15+ years of experience in setting up, transitioning, and managing...

About Neo GroupWe are a cutting-edge Wealth and Asset Management platform that serves High Net Worth Individuals, Ultra High Net Worth Individuals, and multi-family offices in India.Our company stands on three pillars: unbiased advisory, transparency, and cost-efficiency, offering comprehensive and trustworthy solutions to our clients.Founded by Nitin Jain,...

We are seeking a skilled professional to join our team as a Private Wealth Manager. This role is instrumental in acquiring high net worth clients and building strong relationships with the bank.The ideal candidate will have a strong client base and a deep understanding of wealth management products. They will be responsible for selling investment and...

The Office Assistant will provide comprehensive administrative support to the wealth management team the office. This role involves handling client communications, managing documentation, coordinating meetings, and assisting.

Senior Team Facilitator in Data EngineeringAs a seasoned facilitator in the field of Data Engineering, your primary responsibility will be to oversee and optimize team collaboration. Your main objective is to ensure that all team members work together seamlessly towards project goals.Key Responsibilities:Plan, coordinate, and lead strategic meetingsEliminate...