Strategic Wealth Manager

7 days ago


Mumbai, Maharashtra, India Zyvka Full time
Job Title: Virtual Wealth Manager

Company Overview: Zyvka is a boutique wealth firm dedicated to delivering exceptional wealth management services to clients worldwide. With a rich history of over 150 years of cumulative experience among senior management, we specialize in wealth creation, preservation, protection, and transmission.

Responsibilities:

• Develop and maintain strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.

• Create and implement tailored financial plans that align with clients' risk profiles, financial goals, and timelines, offering strategic advice on investments, retirement, and estate planning.

• Provide expert advice on various investment products, monitor and rebalance portfolios, and optimize investment strategies to meet clients' financial objectives.

• Utilize advanced digital tools, wealth management software, and virtual advisory platforms for client engagement, portfolio tracking, and financial analytics.

• Ensure all advisory services comply with relevant Indian financial regulations, including SEBI and RBI norms, while staying updated on market trends and product offerings.

Key Skills:

• Financial product knowledge

• Market trend analysis

• Client portfolio management

• Investment advisory

• Financial planning

• Cross-selling and up-selling

Requirements:

• Experience in handling high net worth individual (HNI) clients

• Portfolio management expertise

• Strong client relationship management skills

• Proficiency in financial planning and investment advisory

  • Navi Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...


  • Mumbai, Maharashtra, India Nuvama Wealth Full time

    Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...


  • Mumbai, Maharashtra, India Zyvka Full time

    At Zyvka, we are seeking a highly skilled Strategic Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Key Responsibilities:Client Relationship...


  • Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Strategic Wealth AdvisorWe are seeking a highly skilled Strategic Wealth Advisor to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...


  • Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full time

    Job Title: Strategic Leader for Wealth Management DivisionJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. This...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...


  • Mumbai, Maharashtra, India Zyvka Full time

    Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a leading boutique wealth firm with a rich history of expertise in wealth creation, preservation, and transmission. Our team specializes in catering to both domestic and international clients, providing personalized and efficient service delivery.Responsibilities:Client Relationship...


  • Mumbai, Maharashtra, India i4 Consulting : Reimagining HR Blueprints Full time

    Company Overviewi4 Consulting : Reimagining HR Blueprints is a leading provider of innovative HR solutions. Our mission is to empower organizations with cutting-edge technology, driving talent attraction, employee experience, and productivity.Job OverviewWe are seeking a Senior Wealth Manager to join our team. The ideal candidate will have a minimum of 7...


  • Mumbai, Maharashtra, India Equentis Wealth Advisory Services Pvt. Ltd. Full time

    Job Brief:As the Strategic Partnership Manager at Equentis Wealth Advisory Services Pvt. Ltd., you will play a crucial role in identifying, developing, and managing strategic alliances and partnerships that align with our company's goals.Key Responsibilities:Develop and execute a strategic plan for alliances and partnerships.Lead negotiations to establish...


  • Mumbai, Maharashtra, India Equentis Wealth Advisory Services Pvt. Ltd. Full time

    Job Title: Strategic Alliances and Partnerships ManagerAbout the Role:We are seeking a highly skilled Strategic Alliances and Partnerships Manager to join our team at Equentis Wealth Advisory Services Pvt. Ltd. As a key member of our organization, you will be responsible for identifying, developing, and managing strategic alliances and partnerships that...


  • Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...


  • Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title:As a Private Wealth Manager at LADDERUP WEALTH MANAGEMENT PVT LTD, you will be responsible for managing high net worth individuals' and corporate clients' investment portfolios. Key Responsibilities:- Undertake complete portfolio analysis for HNI, Ultra HNI and corporate clients. - Cross-sell products and services to both new as well as existing...


  • Mumbai, Maharashtra, India LADDERUP WEALTH MANAGEMENT PVT LTD Full time

    Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...


  • Mumbai, Maharashtra, India Spark Private Wealth Full time

    Key Responsibilities:Process transactions for Equity, Fixed Income, and Mutual Funds with a high level of understanding.Deliver timely data and manage the turnaround time for all operational activities.Reconcile various asset classes, including Equity and Mutual Funds, with a degree in a relevant field preferred.Requirements:Excellent command of spoken and...


  • Mumbai, Maharashtra, India Sapient Wealth Advisors & Brokers Pvt Ltd Full time

    We are seeking a seasoned professional to lead our Wealth Management operations team. As a key member of our leadership team, you will be responsible for developing and implementing operational strategies that align with our business goals.Key Responsibilities:1. Operational Strategy and Execution: Develop and implement operational strategies that drive...


  • Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full time

    As a Senior Product Manager at AstaGuru Auction House Private Limited, you will be responsible for driving growth in the wealth segment by conceptualizing, developing, and launching innovative products and services tailored to high-net-worth individuals and institutional investors.Key Responsibilities:Develop a comprehensive product strategy and roadmap for...


  • Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full time

    Role Overview:AstaGuru Auction House Private Limited is seeking a seasoned Senior Product Manager to spearhead the wealth segment initiative and drive growth in this new vertical.As the Senior Product Manager for the wealth segment, you will be responsible for conceptualizing, developing, and launching innovative products and services tailored to...


  • Mumbai, Maharashtra, India JOBS n TA HR Services Full time

    National Head-Wealth ManagementJOBS n TA HR Services seeks a seasoned professional to lead our Wealth Management division at the national level.Key Responsibilities:Drive the growth of Assets Under Management (AUM) across various regions, ensuring a minimum month-on-month increase of 6%.Develop and execute a national strategy to expand our presence in the...


  • Mumbai, Maharashtra, India Equirus Full time

    We are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:Key Responsibilities:Lead the Wealth Management space with 8-12 years of experience.Develop strong leadership and team management skills.Hold an MBA from a premier business school.Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs,...