Wealth Management Expert
5 days ago
Your primary responsibility will be to manage and grow a portfolio of high net worth clients, providing expert financial advice and guidance to help them achieve their financial objectives. This will involve building strong relationships with your clients, understanding their unique financial needs and developing tailored investment strategies to meet those needs.
You will also be responsible for staying up-to-date with market developments and regulatory changes, ensuring that your clients' investments remain aligned with their goals and risk tolerance. In addition, you will work closely with other members of the deVere Group team to identify new business opportunities and develop innovative solutions to meet the evolving needs of our clients.
To be successful in this role, you will need to possess a certified Wealth Management or Financial Planning qualification, as well as a proven track record in private advisory wealth management. You should also have excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues alike.
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama 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...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout Nuvama: 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 investment...
-
15h Left: Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout Nuvama: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 investment...
-
Wealth Management Tax Professional
9 hours ago
Mumbai, Maharashtra, India Ares Wealth Management Solutions Full time**Overview**Ares Wealth Management Solutions is a leading provider of wealth management services, committed to delivering exceptional results and building long-term relationships with our clients.**Tax Associate Role**We are seeking an experienced Tax Associate to join our team in the US EUR tax department. The successful candidate will be responsible for...
-
Financial Regulatory Expert
6 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAt Neo Wealth and Asset Management, we're looking for a Financial Regulatory Expert to contribute to our team's success. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...
-
Wealth Management IT Liaison
9 hours ago
Mumbai, Maharashtra, India Ares Wealth Management Solutions Full timeAbout the Role:We are seeking an experienced Finance Industry Production Support Expert to join our team. As a key member of our IT department, you will act as a liaison between business users and IT, handling support incidents, requests, and follow-ups with clients until resolution. You will work closely with development teams to design solutions and manage...
-
Linux Infrastructure Management Expert
3 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset ManagementNeo Wealth and Asset Management is a cutting-edge platform in the Indian wealth management sector, catering to high net worth individuals, ultra-high net worth individuals, and multi-family offices. Our company stands on three pillars: unbiased advisory, transparency, and cost-efficiency, providing comprehensive and...
-
Wealth Management Professional
4 hours ago
Mumbai, Maharashtra, India Quotient Consultancy Full time**Job Title:** Senior Wealth Manager**Job Type:** Full-time**Location:** [City]**About Us:** Quotient Consultancy is a leading provider of wealth management services. Our team of experts provides personalized investment solutions to high net worth individuals and families.**Job Description:**We are seeking an experienced Senior Wealth Manager to join our...
-
Finance Industry Production Support Expert
5 hours ago
Mumbai, Maharashtra, India Ares Wealth Management Solutions Full timeWe are Ares Wealth Management Solutions:We are a leading provider of wealth management services, committed to providing innovative solutions that help our clients achieve their financial goals. We are a dynamic and enthusiastic team, passionate about delivering exceptional results.About the Job:We are seeking a highly skilled Technical Application Support...
-
Wealth Management
3 weeks ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeExciting Career Opportunities in Wealth Management & PMS Sales [multiple opportunities]We are hiring for topWealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking OutfitsacrossMumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...
-
Wealth Management
3 weeks ago
Mumbai, Maharashtra, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeExciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities) We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If you're looking to elevate your career in the financial services industry, we have fantastic roles for you...
-
Wealth Manager
1 week ago
Mumbai, Maharashtra, India upGrad Rekrut Full timeAccountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...
-
Financial Services Tax Expert
5 hours ago
Mumbai, Maharashtra, India Ares Wealth Management Solutions Full time**About Ares Wealth Management Solutions**We are a leading provider of wealth management services, dedicated to delivering exceptional results and building long-term relationships with our clients.**Tax Associate Position**We are seeking an experienced Tax Associate to join our team in the US EUR tax department. The successful candidate will support the...
-
Corporate Tax Consultant
6 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAre you an expert in Corporate Tax? We're looking for a seasoned consultant to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Key Responsibilities:Provide strategic guidance on M&A Tax, restructuring Tax, Pre and Post IPO Listing, and company...
-
Enterprise IT Manager
7 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeJob Description:About Neo Wealth and Asset Management:Navigate a new era of wealth and asset management with Neo. Our platform is designed to cater to the evolving needs of high net worth individuals, ultra-high net worth individuals, and multi-family offices.We stand on three pillars: unbiased advisory, transparency, and cost-efficiency. This foundation...
-
Linux Infrastructure Manager
1 day ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset ManagementWe 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 approach is built on three pillars: unbiased advisory, transparency, and cost-efficiency. This enables us to offer comprehensive and trustworthy...
-
Technical Support Specialist
13 hours ago
Mumbai, Maharashtra, India Ares Wealth Management Solutions Full timeAbout Ares Wealth Management SolutionsAres Wealth Management Solutions is a leading provider of wealth management solutions. With a strong focus on innovation and customer satisfaction, we strive to deliver exceptional results in the investment management industry.Job DescriptionWe are seeking an experienced Application Production Support Associate to join...
-
ITIL Service Desk Manager
5 hours ago
Mumbai, Maharashtra, India Ares Wealth Management Solutions Full timeAbout UsAres Wealth Management Solutions is a pioneering provider of innovative wealth management solutions. We prioritize delivering exceptional results in the investment management industry through a culture of innovation and customer-centricity.Job SummaryWe are seeking a highly skilled ITIL Service Desk Manager to lead our service desk team. The...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Karyarth Full timeRole: Wealth ManagerQualification: Graduate ( M BA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...