Wealth Management Specialist

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Nuama Wealth OverviewAt Nuama Wealth, we strive to provide exceptional wealth management services to our clients. Our team of experienced professionals works closely with clients to understand their financial goals and objectives.Functional Responsibilities/KPIs:1. Building strong relationships with partners to generate sales for various financial products,...

Company Overview: Ares Wealth Management Solutions is a leader in wealth management, driven by our commitment to shared prosperity and a better future. Our team is guided by core values that foster a collaborative and inclusive work environment.Job Description: We are seeking a Senior Associate to assist in building client materials and marketing prospects....

**Job Summary**Nuvama Private is seeking a talented Estate Planning and Wealth Management Specialist to join our team. In this role, you will advise clients on estate succession planning, family office setup, and offshore investment structures.Key ResponsibilitiesAdvising clients on estate succession planning, including the setup of trusts, wills, and other...

About Us: Ares Wealth Management Solutions has been driving success through our people and culture over the last 20 years. Our core values – Collaborative, Responsible, Entrepreneurial, Self-Aware, and Trustworthy – guide us towards our purpose of being a catalyst for shared prosperity and a better future. We foster a welcoming and inclusive work...

Company Overview:We are a leading bank dedicated to providing exceptional services to our clients. Our mission is to build long-term relationships with high net worth individuals, offering tailored financial solutions to meet their needs.Job Description:We are seeking an experienced Wealth Relationship Manager to join our team. As a key member of our wealth...

Exciting Career Opportunities in Wealth Management & PMS Sales [multiple opportunities]We are hiring for topWealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking OutfitsacrossMumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities) We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If you're looking to elevate your career in the financial services industry, we have fantastic roles for you...

Company OverviewQuotient Consultancy is a leading provider of bespoke wealth management solutions to high net worth individuals.

Job DescriptionWe are seeking a skilled Tax Specialist to join our team. This role involves providing Domestic and Overseas Tax Advisory, Tax Compliance and Strategic Planning services across Company Management Tax, Individual Tax, Corporate Tax, Section 8 companies, Family and Charitable Trust Tax for our domestic and NRI clients.Key Responsibilities:-...

Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...

Key Responsibilities:You will be working closely with our wealth management teams to provide regular updates on client portfolios and identify opportunities for growth. The successful candidate will also have experience in managing individual client relationships and possess strong networking and relationship-building skills.

Job Description:About Neo Wealth and Asset Management:Navigate a new era of wealth and asset management with Neo. Our platform is designed to cater to the evolving needs of high net worth individuals, ultra-high net worth individuals, and multi-family offices.We stand on three pillars: unbiased advisory, transparency, and cost-efficiency. This foundation...

Company OverviewCorenza is a renowned wealth advisory firm dedicated to providing expert financial guidance to individuals and families. With over 20 years of experience, we have established a reputation for excellence and innovation in the financial industry.We are seeking a highly skilled Wealth Advisory Specialist to join our team. In this role, you will...

About Neo Wealth and Asset ManagementWe are a cutting-edge Wealth and Asset Management platform in India, catering to high net worth individuals, ultra-high net worth individuals and multi-family offices.Our approach is built on three pillars: unbiased advisory, transparency, and cost-efficiency. This enables us to offer comprehensive and trustworthy...

Career Opportunity at Nuama WealthWe are seeking an experienced professional to join our team as a Wealth Manager. As a key member of our organization, you will be responsible for building strong relationships with partners to drive sales growth.Job Responsibilities:1. Acquiring and managing partners to generate sales for various financial products.2....

Wealth Management ExpertiseNuama Wealth is one of India's leading wealth and asset management firms, with a strong presence across 450+ locations in India and overseas. Our robust governance framework ensures that we deliver best-in-class outcomes for our clients.Role Highlights:1. Manage and acquire partners to drive sales for various financial products,...