Wealth Strategist

As a Senior Wealth Management Executive, you will lead a portfolio of high-net-worth clients, offering comprehensive investment advisory and wealth management solutions.This is an individual role requiring strong personal relationships, in-depth product knowledge, and a track record of building long-term client connections while delivering consistent revenue...

Job OverviewWe are seeking a highly skilled Financial Strategist to guide the successful implementation of a Digital Wealth platform.Key ResponsibilitiesAct as the primary domain expert for wealth management, private banking, and digital advisory services.Interpret and validate business requirements across modules: 360° Customer Overview & Net Worth...

We are seeking a skilled professional to join our team as a Wealth Strategist.The ideal candidate will have a proven track record of building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services. Key responsibilities include client acquisition, portfolio advisory, and relationship...

Content Strategist Job Description">">The primary purpose of this role is to develop a comprehensive content strategy that showcases the company's research insights and wealth-management expertise across various platforms.">">Key Responsibilities:">">">Develop a deep understanding of the target audience and create engaging content that resonates with...

About the RoleAt ZeTheta Algorithms Private Limited, a FinTech start-up, we are seeking a skilled and ambitious student intern for a Portfolio Management - Wealth Manager position.This is an exceptional opportunity for a self-driven, financially savvy student with expertise in investment analysis and advisory.About the Internship:As a Wealth Manager, you...

Job OverviewWe are seeking a highly driven and client-focused professional to join our team as a Wealth Manager. This role plays a crucial part in acquiring and nurturing relationships with clients, gathering assets across a diverse portfolio of investment products, and driving consistent growth in Assets Under Management (AUM) and revenue.

As a key professional in our team, you will play a crucial role in managing the organization's surplus cash balance.Your primary responsibilities will include analyzing company and sector dynamics, creating detailed financial models, and constantly monitoring the list of assigned companies. Key tasks will include examining financial reports, including...

AI-Powered Quant ResearcherWe are building a high-performance team to drive innovation and excellence in AI-powered wealth management.The ideal candidate will develop advanced models for low-frequency predictions of returns and risks, primarily focusing on Indian equities but including other asset classes. They will also build hyper-personalized portfolio...

Business Risk ManagerWe are seeking a seasoned Business Risk Manager to join our Private Bank's risk management team.This role plays a critical part in safeguarding our business by identifying, assessing, documenting and reviewing risks.Develop sustainable growth strategies that align with operational risk frameworks.Design, implement and test...

About Madras Seva SadanA prestigious institution with a rich history of over 90 years, dedicated to the holistic development of individuals.The organization has grown to encompass 12 units and employs more than 600 people.Key Responsibilities:Create and execute comprehensive fundraising plans to secure large-ticket donations from high net worth individuals,...