Strategic Wealth Manager

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Nuvama 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...

We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Key ResponsibilitiesAs a Strategic Wealth Manager at Kotak Mahindra Bank, you will be accountable for designing and implementing tailored wealth creation strategies for high-net-worth individuals. This involves conducting in-depth analysis of clients' profiles to identify opportunities for wealth growth, preservation, and enhancement.Key Accountabilities1....

At Zyvka, we are seeking a highly skilled Strategic Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Key Responsibilities:Client Relationship...

Job Title: Virtual Wealth ManagerCompany Overview: Zyvka is a boutique wealth firm dedicated to delivering exceptional wealth management services to clients worldwide. With a rich history of over 150 years of cumulative experience among senior management, we specialize in wealth creation, preservation, protection, and transmission.Responsibilities:•...

Job Title: Strategic Leader for Wealth Management DivisionJob Summary:Vitasta Consulting Pvt Ltd is seeking a highly experienced and visionary CEO/Head of Practice (Intrapreneur) to lead our Wealth Management division. The ideal candidate will possess a deep understanding of the financial services industry with specific expertise in Products business. This...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a leading boutique wealth firm with a rich history of expertise in wealth creation, preservation, and transmission. Our team specializes in catering to both domestic and international clients, providing personalized and efficient service delivery.Responsibilities:Client Relationship...

**Job Purpose:**At ConsultBae India Private Limited, we are seeking a skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management...

About the Company: The Financialist, strategically backed by Zerodha, is revolutionizing India's Personal Finance & Wealth Management landscape. Our mission is to empower individuals with comprehensive financial planning services, enhancing their overall well-being. Our team of Chartered Accountants, Chartered Financial Analysts, and Investment Bankers is...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

About the Role">HSBC is seeking an experienced professional to join our Wealth and Personal Banking team as a Strategic Regional Wealth Development Manager.">Job Description">">Create a sustainable wealth sales force by providing superior coaching support to a team of Relationship Managers.">Improve client satisfaction, sales quality, and deepen client...

About Vitasta Consulting Pvt LtdVitasta Consulting Pvt Ltd is a leading consulting firm that provides expert services in the wealth management industry.Job Summary:We are seeking an experienced Senior RM Wealth to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track...

Leverage Your Expertise in Estate Planning with Our Team at LADDERUP WEALTH MANAGEMENT PVT LTDAs a seasoned Estate Planning Specialist, you will be responsible for providing customized advisory services to high net worth individuals and business concerns. This role requires in-depth knowledge of estate planning structures, including wills, private family...

Job Title: Director of Partnership DevelopmentAt Equentis Wealth Advisory Services Pvt. Ltd., we are seeking an experienced Director of Partnership Development to join our team. As a key member of our organization, you will be responsible for identifying, developing, and managing strategic alliances and partnerships that align with our company's goals.Key...

Job Brief:As the Strategic Partnership Manager at Equentis Wealth Advisory Services Pvt. Ltd., you will play a crucial role in identifying, developing, and managing strategic alliances and partnerships that align with our company's goals.Key Responsibilities:Develop and execute a strategic plan for alliances and partnerships.Lead negotiations to establish...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

As a key member of Vitasta Consulting Pvt Ltd's wealth management team, the ideal candidate will possess a strong understanding of financial markets and excellent communication skills to manage client relationships effectively.Key Responsibilities:Build and maintain long-lasting relationships with high-net-worth clients.Understand clients' financial goals...