Strategic Wealth Manager

Role OverviewWe are seeking a seasoned professional to oversee a portfolio of high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent...

Job Title: Wealth Manager Location- Kolkata Job Summary: We are seeking a dynamic and results-driven Wealth Manager to join our team in a leading stock broking organization. The ideal candidate will have a minimum of 2 years of relevant experience in wealth management and a strong understanding of financial products, especially Portfolio Management Services...

Job OpportunityKey Responsibilities:Cultivate and maintain strong relationships with high-net-worth individuals to grasp their financial objectives and aspirations.Offer bespoke financial guidance and wealth management solutions tailored to clients' needs and risk tolerance.Regularly review and assess client portfolios, providing updates on performance to...

Wealth Management Professionals Wanted About the RoleWe are looking for experienced Wealth Management professionals to join our team. If you have a passion for building long-term client relationships and driving financial growth, we would love to hear from you.Key Responsibilities:Develop and deliver customized financial solutions aligned with clients...

Job Title: Wealth Management Domain ExpertWe are seeking a highly skilled Wealth Management domain expert to guide the successful implementation of our Digital Wealth platform. The ideal candidate will have deep knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and...

Key ResponsibilitiesAcquire, manage, and grow a portfolio of HNI/UHNI clientsProvide personalized investment advice and cross sell products across asset classes including equities, mutual funds, PMS, AIFs, insurance, bonds, and other financial instruments (12+ investment products)Leverage your existing client relationships and network to onboard new...

Job TitleWe are seeking an experienced professional to lead our Premier Client Group (PCG) Desk. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.This is a high-responsibility role with the opportunity to expand your client base and...

Role Description An account manager (AM) role is to support the RM in maintaining and building the RM wealth management Business. 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step process b. Reporting...

Unlock global investment opportunities with our innovative platform. Our data-driven approach empowers you to make smarter investment decisions, staying ahead of market trends.The Global Wealth Strategist will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial...

About the OpportunityWe are seeking a skilled Professional to acquire high net worth individuals and build long-term relationships with clients.Key Responsibilities:Aquire new private clients and establish a strong client base.Nurture and manage end-to-end customer relationships, fulfilling all their banking needs through wealth solutions.Requirements:The...