Visionary Wealth Strategist

Senior Wealth StrategistAre you a visionary leader with a passion for driving growth in the wealth management space? We're seeking an experienced Senior Wealth Strategist to spearhead our efforts in this critical area.Develop and execute strategic plans to drive revenue growth in wealth managementLead a team of seasoned Relationship Managers to achieve sales...

Establish a pioneering digital wealth management platform, integrating technology and investment expertise to deliver exceptional wealth solutions worldwide.We are seeking a visionary leader to spearhead the creation and scaling of this innovative global platform.The ideal candidate will bring a product-first mindset, strong technology orientation, and...

Job OverviewWe are seeking a visionary leader to drive the strategic vision for digital wealth management across all client segments.The ideal candidate will be responsible for shaping and executing the company's digital transformation initiatives, managing end-to-end client journey design, platform ecosystem management, customer digital experience,...

Global Wealth StrategistWe are seeking a seasoned wealth management professional to drive our growth and expansion in the global market.The successful candidate will be responsible for:Developing and implementing a comprehensive wealth management strategyBuilding and maintaining relationships with high-net-worth individuals and institutional...

Role: Visionary Business StrategistIn this pivotal position, you will leverage 10+ years of experience to drive sales of cutting-edge Data Science solutions to Enterprise clients.You will be the crucial first step in our customers' transformation journeys, building business cases and strategic roadmaps for success.Key Responsibilities:Diagnostics Expertise:...

As a wealth strategist, you will play a pivotal role in helping high net worth individuals and ultra high net worth individuals achieve their long-term financial goals.Key ResponsibilitiesEstablish and maintain strong relationships with clients to drive business growth and meet performance targets.Responsible for selling various financial solutions such as...

Key Responsibilities:Monitor and address HNI and UHNI clients' banking and investment requirementsHelp clients achieve their financial goals through strategic portfolio analysis and suggesting suitable investment productsEssential Skills and Qualifications:Min 2+ years relevant experience in Banking and Wealth domainMBA/ PGDM or relevant degreeAcumen towards...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Global President – Digital Wealth PlatformLocation: Mumbai, IndiaAbout the ClientOur client is a leading and diversified financial services group with strong capabilities across banking, asset management, and investment solutions. With a forward-looking vision to transform digital wealth management, the firm is building a global platform that will combine...

Job Description">We are seeking a visionary leader to spearhead our technology strategy and drive digital transformation. This leadership role is critical in aligning technology with our firm's mission to deliver personalized, secure, and scalable wealth management services.The ideal candidate will bring strong experience in financial services technology,...