Strategic Wealth Manager

Executive Wealth StrategistWe are seeking a motivated and experienced Executive Wealth Strategist to drive our wealth management efforts. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to identify, connect with, and qualify High Net-Worth Individuals (HNIs) for strategic...

About the RoleThis is a high-level wealth management position focused on building and maintaining strong relationships with HNI clients. The ideal candidate will have experience in wealth management, mutual funds, equity, or financial advisory.

A leading organization seeks a dynamic Product Trainer to deliver comprehensive training sessions on wealth management products, solutions, and services. The ideal candidate will work with High Net-Worth Individuals (HNIs) and institutional clients to provide tailored support and guidance.Key Responsibilities:Product Training: Deliver engaging and...

Company DescriptionFrontier Wealth is a client-focused wealth management firm dedicated to helping individuals and families plan, grow, and manage their financial future with confidence. As AMFI-registered Mutual Fund Distributor, we offer goal-based investments aligned with each client's unique needs and life objectives.Role DescriptionFrontier Wealth is...

We are seeking a seasoned professional to take on the role of Senior Manager or Chief Manager in Wealth Management.This challenging position requires an individual with excellent socializing and relation-building skills, exceptional communicating and listening abilities, and the capacity to explain complex information clearly and concisely.The ideal...

Dynamic Wealth Management OpportunityJob DescriptionWe are seeking a highly skilled and experienced professional to manage our Ultra High Net Worth Individual (UHNWI) relationships. The ideal candidate will have a deep understanding of financial products, including PMS, AIF, bonds, mutual funds, and algo trading.

Job RoleWe offer bespoke wealth management solutions tailored to meet the individual financial needs and objectives of our clients. Our dedicated team provides a range of investment options for high net worth individuals, retail clients, corporate entities, and financial institutions.Main Responsibilities:Identify and address clients' financial requirements...

Portfolio Management InternDevelop your skills in wealth management and client portfolio analysis with our internship program.Key Responsibilities:Client Engagement: Learn about client interaction and investment strategies. Assist in preparing pitch books and investment presentations for clients.Financial Research: Conduct fundamental and technical analysis...

Job Title:Asset Management DirectorOverview of the Role:We are seeking a seasoned Asset Management Director to spearhead our team and drive operational strategy.Key Responsibilities:Lead a team of investment operations managers and analysts, providing guidance and support as needed.Develop and implement operational infrastructure for financial accounting,...

Job Title: Strategic Taxation ManagerAt Dhruva Advisors LLP, we are seeking a highly skilled Taxation Manager to join our team. The successful candidate will be responsible for leading strategic advisory engagements for Indian and foreign clients involving complex tax structures, business acquisitions, and joint ventures.