Wealth Management Specialist

Unlock Your Potential in Wealth PlanningHSBC is seeking a skilled and passionate professional to join our team as a Wealth Planning Specialist. As a key member of our Personal Wealth Planning team, you will play a vital role in helping our customers achieve their financial goals and aspirations.Key Responsibilities:Identify and capture investment and...

Personal Wealth Planning RoleHSBC Personal Wealth Planning is seeking an experienced professional to join its team as a Personal Wealth Planner. As part of this role, you will have the opportunity to work with fully dedicated field managers to focus on your personal development and enjoy the support of the HSBC ecosystem.Key ResponsibilitiesIdentify and...

Job Title: Regional Wealth SpecialistJob Summary: We are seeking a skilled Regional Wealth Specialist to join our team at Tata AIA Life Insurance. In this role, you will be responsible for managing sales and business objectives, providing personalized financial advice, and evaluating insurance and wealth potential.Main Responsibilities:Manage sales and...

Job Title: Wealth ManagerDescription:We are seeking an experienced Wealth Manager to join our team at Findoc. As a Wealth Manager, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Key Responsibilities:Develop and maintain relationships with...

Job SummaryWe are seeking a seasoned Wealth Management Bond Distributor to expand our team's capabilities. The ideal candidate will possess a deep understanding of the bond market, exceptional sales and relationship-building skills, and a strong network of contacts in the wealth management industry.

Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond products.Build the distribution network of IFAs and MFDs for distributing bond products.Organize and lead offline events.Build and lead a team of RMs to develop the channel.Conduct market research and analysis to identify...

About the RoleHSBC is seeking a skilled and experienced Wealth Planning and Protection Professional to join our team. This role will involve identifying and capturing investment & insurance business opportunities, providing specialist advice on appropriate I&I solutions, and delivering against demanding performance expectations.Key ResponsibilitiesIdentify...

Attractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...

About StashFin:As a rapidly growing digital lending platform in Delhi, StashFin is poised to disrupt traditional lending in India. With a team of 200+ smart, young & energetic individuals from top global and Indian universities, we are revolutionizing financial services in the country.We have worked with reputed firms in the Banking and Financial Services...

Job OverviewWe are seeking a highly skilled Wealth Manager to provide personalized investment advice and portfolio management services to our clients. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, understanding their investment goals and risk tolerance, and providing tailored investment...

We are seeking a seasoned Bond Distributor to join our Wealth Management team at Antal International.About the Role:The ideal candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions. They should possess a deep understanding of the bond market, excellent sales and relationship-building...

Job Opportunity at CoforgeWe are seeking a highly skilled professional to join our team in the Investment Banking and Wealth Management domain. The ideal candidate will have a strong understanding of capital markets and be able to navigate complex financial instruments.Key Responsibilities:Setting up financial instruments such as Equity, Bonds, Mutual Funds...

We are seeking an experienced wealth management professional to join our team at Antal International. The ideal candidate will have a deep understanding of the bond market and excellent sales and relationship-building skills.Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond...

Join Our Team at GenpactGenpact is a global professional services and solutions firm that helps businesses achieve their goals. We're looking for a talented individual to join our team as a Process Associate, Wealth Management.As a Process Associate, you'll work with our clients to provide them with a high standard of service. This includes opening accounts,...

Financial Management Specialist Job DescriptionManav Management Group is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our finance department, you will be responsible for managing financial processes, ensuring compliance with tax regulations, and providing expert guidance on GST and financial operations.Key...

StashFin is a rapidly growing digital lending platform in Delhi, revolutionizing traditional lending in India. With a team of 200+ young and energetic individuals from top global and Indian universities, we leverage our collective experience to deliver best-in-class services and great convenience to our customers. As a key member of our team, you will...

Exciting Opportunity for Experienced Financial ProfessionalsAt deVere Group India Investment Advisors Private Limited, we are seeking a highly skilled and ambitious Financial Sales Consultant to join our team in Gurugram/Dubai.About the RoleThis is an exceptional opportunity to manage diverse wealth portfolios with high-net-worth clients, providing tailored...

The OpportunityNTT DATA Services is a leading provider of asset and wealth management solutions, helping corporations, financial institutions, and high-net-worth families create and manage wealth. Our asset and wealth management solutions include investment processing, investment management, and investment operations solutions.Job SummaryWe are currently...

About StashFin:We are a rapidly growing digital lending platform based in Delhi, founded by a team of experienced financial services professionals dedicated to disrupting traditional lending in India.Our team has a strong background in the Banking and Financial Services (BFSI) space, having worked with prominent firms such as Bank of America, Merrill Lynch,...

Job Summary:Position Title: Senior Business Growth SpecialistLocation: GurgaonJob Role: We are seeking a highly skilled Senior Business Growth Specialist to join our team at Ananta Resource Management.The ideal candidate will be responsible for acquiring new clients in the B2B market, exploring potential new industries for business development, building and...