Private Wealth Specialist

Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...

About us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Job TitleVice President of Fundraising",">Drive growth through strategic fundraising and relationship building in the private wealth space."],

We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...

Seeking an experienced Portfolio Manager to join our team as a Private Wealth Advisor.Key Responsibilities:Analyze client risk appetite, short-term, and long-term goals using financial acumen and expertise.Develop tailored global asset allocation strategies recommending opportunities across domestic and offshore asset classes.Maintain alignment between...

We're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...

We are looking for candidates for our branches at multiple locations:Mumbai, Ahmedabad, Bangalore, Chandigarh, Hyderabad, Kolkata, Patna, Surat, VishakhapatnamRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth...

We are looking for candidates for our branches at multiple locations: Mumbai, Ahmedabad, Bangalore, Chandigarh, Hyderabad, Kolkata, Patna, Surat, Vishakhapatnam Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and...

Job Opportunity: Private Banking SpecialistWe are seeking an experienced professional to manage key client relationships, high net worth individuals and ultra-high net worth individuals, providing expert relationship management experience.Key Responsibilities:Manage a portfolio of high-net-worth clients and ultra-high-net-worth clients.In collaboration with...

Role OverviewThe Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client...