Wealth Portfolio Manager

Job Title: Private Wealth Sales SpecialistKey ResponsibilitiesDrive sales of wealth management products, including portfolio management services, mutual funds, and other financial instruments.Establish and maintain strong client relationships by understanding their financial goals and offering tailored solutions.Actively pursue new business opportunities and...

Our organization is dedicated to supporting wealth managers and financial advisors in India. We understand that clients expect a seamless experience when it comes to financial products. To cater to this demand, we have designed our platform to enable partners and investors to manage their needs from a single place.At Yubi Markets, we specialize in...

Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business. Develop and implement customized financial plans for clients, focusing on equity, fixed income, and alternative investments. Provide tailored investment advisory services across equities, derivatives, mutual funds, insurance, PMS, and other financial products....

Role Overview:We are seeking a seasoned Wealth Management Specialist to join our team.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).They should possess excellent communication, presentation, and negotiation skills to effectively build...

Financial Portfolio ManagerWe are seeking a highly skilled professional to manage and grow affluent client portfolios.Key Responsibilities:Develop strong relationships with high net worth clients to provide exceptional investment advice.Maintain existing relationships and increase assets under management through strategic investment services.Offer...

Market Lead/Sr. Market Lead PositionWe are seeking a dynamic and result-oriented individual to spearhead business growth in private wealth management.About the Role:Provide financial guidance and implement planning recommendations for high net worth clients.Monitor market trends to ensure client plans remain responsive.Drive the growth of assets under...

Investment Analyst InternAbout the Role:We are seeking an ambitious and detail-oriented investment analyst intern to join our team. This is an excellent opportunity for a self-motivated student with a passion for financial analysis and portfolio management.Key Responsibilities:Wealth Management & Client Engagement:

About the OpportunityWe are seeking a seasoned professional to lead our Risk Management team, driving business growth through effective wealth management product and service delivery.The successful candidate will possess strong leadership skills, with a proven track record of building and managing relationships with Channel Partners and ensuring compliance...

About the RoleAs a Private Wealth Manager, you will play a pivotal role in cultivating relationships with High Net Worth Individuals and Ultra High Net Worth Clients to build long-term associations.Acquire new private banking clients and nurture existing relationships by providing comprehensive wealth management solutions, encompassing asset under management...

Job Title: Wealth StrategistThe role requires a highly skilled and experienced individual to provide expert financial advice and personalized wealth management solutions to high-net-worth clients. The ideal candidate will have a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.Key...