Private Wealth Manager

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...

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...

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

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...

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...

About the RoleOur organisation seeks a highly skilled Senior Financial Risk Manager to play a pivotal role in creating and maintaining our financial risk management framework. The ideal candidate will have extensive experience in operational risk management, private banking, and wealth management.This individual will be responsible for identifying,...

Job DescriptionWe are seeking a seasoned Business Development Manager to join our expanding team in Gift City. This role offers a unique opportunity to grow with a dynamic organization at the intersection of Wealth Management, Private Markets, and Innovation.

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...

Private Markets Solution ManagerOur firm is continually advancing the private markets space by developing and implementing innovative investment strategies that support our clients' long-term goals.As a Private Markets Solution Manager, you will be part of a dynamic team that spans asset management, wealth management, and fintech. We provide opportunities...