Senior Wealth Management Specialist

About USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...

About USAt Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services.We are...

About US At Wealth Matrix, we go beyond numbers—we design freedom, legacy, and purpose. As one of Kerala's fastest-growing boutique wealth management firms, we specialize in serving high-net-worth individuals, professionals, entrepreneurs, and family offices with strategic financial planning, multi-asset investment, and legacy advisory services. We are...

Role OverviewWe are seeking a seasoned wealth management professional to join our team as a Private Banking Specialist. In this critical role, you will be responsible for providing comprehensive financial advisory services to Non-Resident Indian (NRI) clients. Your primary objective will be to deliver top-notch client servicing, conduct regular portfolio...

Job SummaryWe are seeking a highly skilled Portfolio Manager to join our team. The ideal candidate will have experience in managing high net worth individual (HNI) portfolios, with a strong focus on acquiring, enhancing, deepening, and retaining client relationships.The successful candidate will be responsible for generating revenue by promoting mutual...

Private Banking SpecialistWe are seeking an experienced Private Banking Specialist to provide comprehensive wealth management advisory services to our Non-Resident Indian (NRI) clients.As a Private Banking Specialist, you will be responsible for offering a range of financial products, including mutual funds, offshore investments, and insurance solutions. You...

Job TitleWealth Manager – Unit Head (VP- Wealth Management)Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach.With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation.The Wealth Manager – Unit Head...

Wealth Management OpportunityQuickTurtle is looking for a seasoned wealth manager to cater to the comprehensive financial needs of our high net worth clients.Job Description:Address the comprehensive financial needs of HNI clients, encompassing personal banking, business banking, wealth management, and insurance.Achieve set targets in terms of product mix,...

Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...

Private Wealth Manager - PCG Advisor RoleWe are seeking a seasoned Private Wealth Manager to lead our PCG (Private Client Group) advisory practice. As a strategic partner, you will be responsible for advising Ultra HNI clients on complex financial products and fostering strong relationships with business associates to drive scalable business growth.Key...