Wealth Management Specialist
6 days ago
Corenza is a digital family office that provides personalized wealth management services to high net worth individuals. With a team of over 12 experienced professionals, including CAs, CFAs, CFPs, and MBAs, we manage over ₹100 crore in assets under management.
Role and ResponsibilitiesWe are seeking a skilled Wealth Management Specialist to join our advisory team. The successful candidate will be responsible for creating personalized financial plans for clients, conducting thorough analysis of their financial situations, and implementing action plans to achieve their financial objectives.
The ideal candidate will have a strong academic background in a commerce or management field, with relevant work experience in wealth management or financial planning. They will be able to operate in a team-oriented environment, be self-motivated, and have excellent interpersonal and communication skills.
Ideal Candidate- Academic background: CFP/ CWM or CFA candidates or Bachelors/ Masters in a commerce/management field with relevant experience
- 2-4 years of prior work experience in Wealth management / Financial planning
- Ability to operate in a team-oriented and collaborative environment
- Self-motivated, flexible, and adaptable in an ever-changing environment
- Excellent interpersonal and communication skills
- Commitment to personal and professional development
-
Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...
-
Wealth Management Professional
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...
-
Wealth Management Specialist
14 hours ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Riverforest Connections Private Limited Full timeJob PurposeThe role requires catering to the investment needs of mass affluent clients, meeting revenue and AUM targets, and ensuring adherence to organizational ethos.Key ResponsibilitiesRecommend investment products such as MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, and Direct Equity to meet client needs.Meet AUM and investor acquisition targets for the...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Corenza Full timeAbout CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. With a team of experienced professionals, including CAs, CFAs, CFPs, and MBAs, we provide comprehensive financial solutions to our clients.Role and ResponsibilitiesAs a Wealth Advisor at Corenza, you will be responsible for...
-
Wealth Management Specialist
5 days ago
Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full timeJob Title: Wealth ManagerEmkay Global Financial Services Ltd is seeking a highly skilled and experienced Wealth Manager to join our team.Key Responsibilities:Acquire and manage high net worth clients with investable surplus of 1 Cr. - 5 Cr and above.Provide comprehensive financial planning and portfolio management services.Execute transactions and manage...
-
Business Analyst
5 days ago
Mumbai, Maharashtra, India 9608 Deutsche India Private Limited, Mumbai Branch Full timeAbout the RoleWe are seeking a highly skilled Business Analyst to join our Wealth Management team in Mumbai. As a key member of our team, you will be responsible for supporting the Wealth Management business for APAC, working closely with the Onboarding Specialists & Business Management Risk Analysts at the Relationship Centre – Dubai & Booking centres...
-
Senior Network Infrastructure Specialist
13 hours ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Our platform stands on three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Our team has amassed over USD 3 Billion (₹25,000 Cr.) of...
-
Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Riverforest Connections Private Limited Full timeJob PurposeThe role requires a skilled professional to cater to the investment needs of mass affluent clients, meeting revenue targets through client acquisition and asset under management (AUM) targets. The successful candidate will ensure all processes are followed, aligning with the organization's ethos.Key ResponsibilitiesRecommend investment products...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...
-
Global Wealth Manager
3 days ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCHSBC offers a career that will take you further, with opportunities, support, and rewards that will help you grow professionally and personally.Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth...
-
Global Wealth Manager
6 days ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCAre you looking for a career that will take you to new heights? Join HSBC and experience the possibilities. Our Global Wealth Management team is seeking an experienced professional to join our Overseas Indian Support team.Key ResponsibilitiesSource and deliver on meeting Overseas Indian Non-Traditional Business (NTB) targets...
-
Senior Network Infrastructure Specialist
1 day ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset Management:We 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 platform stands on three pillars of unbiased advisory, transparency, and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India ConsultBae India Private limited Full timeJob Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...
-
Senior Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Vitasta Consulting Pvt Ltd Full timeJob Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...
-
Senior Talent Acquisition Specialist
6 days ago
Mumbai, Maharashtra, India Cielo Talent Full timeAbout Cielo TalentCielo Talent is a leading provider of recruitment process outsourcing (RPO) services, dedicated to helping organizations find and hire top talent. Our team of experts is passionate about delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a Senior Search Consultant to join our team...
-
Senior Wealth Management Professional
14 hours ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...
-
Wealth Relationship Manager
5 days ago
Mumbai, Maharashtra, India Goalstox Technology Private Limited Full timeJob Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a skilled Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key...
-
Wealth Relationship Manager
6 days ago
Mumbai, Maharashtra, India Goalstox Technology Private Limited Full timeJob Title: Wealth Relationship ManagerGoalstox Technology Private Limited is seeking a highly motivated and results-driven Wealth Relationship Manager to join our team. As a Wealth Relationship Manager, you will be responsible for building and maintaining strong relationships with our clients, identifying new business opportunities, and delivering...