Wealth Portfolio Strategist

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...

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...

Company Description 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...

Job Opportunity: Portfolio StrategistBachelor's degree in Commerce (B.Com) or MBA in Finance with knowledge of Mutual Funds.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management.The successful candidate...

Key Role in Wealth ManagementThe Private Banking Associate plays a critical role in supporting the wealth management team in acquiring new clients and delivering high-quality portfolio analytics. The position involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business...

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...

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...

As a wealth strategist, you will play a pivotal role in helping high net worth individuals and ultra high net worth individuals achieve their long-term financial goals.Key ResponsibilitiesEstablish and maintain strong relationships with clients to drive business growth and meet performance targets.Responsible for selling various financial solutions such as...

Private Wealth Relationship ManagerAs a Private Wealth Relationship Manager, you will play a vital role in advising high net worth clients on building and maintaining their investment portfolios. Your key responsibilities will include:Developing tailored investment strategies based on clients' individual needs and risk tolerance.Providing expert analysis and...

Job Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...