Strategic Wealth Manager

Strategic Wealth ManagerWe offer a transparent, data-driven approach to financial success.Our team fosters a culture of trust and collaboration, with a focus on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).Align assets under management as per clients' financial strategies to reduce risk and...

Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...

Wealth Management OpportunityWe are seeking a skilled professional to join our wealth management team. As a key member of the team, you will be responsible for creating and implementing personalized investment plans for private clients.Key Responsibilities:Present a range of financial products to clients and help them expand their holdings in various asset...

Job OverviewWe are seeking a Senior Wealth Manager to join our team. The successful candidate will be responsible for managing a portfolio of high-net-worth clients, providing investment advice and wealth management solutions.Key Responsibilities:Acquire, nurture and grow relationships with high-net-worth clients and their families.Provide tailored wealth...

Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an...

About Nuvama's Design Team: At Nuvama Wealth, our Design team crafts user-centric experiences for a diverse range of digital investment platforms. Our mission is to simplify complex financial journeys through thoughtful design and seamless digital experiences. Lead end-to-end UX design process – from research and ideation to high-fidelity prototyping...

Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...

Who are we? Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment...

Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting...

Unlock Global Investing OpportunitiesElevate your career by driving the development and expansion of our wealth management division.This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.Key Responsibilities:Develop and implement our...