Wealth Investment Specialist

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...

Key Responsibilities:Build and manage relationships with high net worth individuals, ultra-high net worth individuals and family offices. Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts and infrastructure investment trusts within a specific ticket size range.Expand the wealth...

Job Title: Private Wealth ExpertAbout the Role:We are seeking an experienced and skilled Private Wealth Expert to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.Key Responsibilities:Client Relationship Management: Develop and...

Wealth Management Role OverviewThe ideal candidate will possess extensive experience in wealth management, specifically within private banking and high-net-worth client relationships. Responsibilities include acquiring new affluent clients through targeted research and networking, as well as maintaining existing client relationships to generate assets under...

Advisor RoleLooking for a skilled and client-focused Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

Job Title: Wealth Management ExecutiveAbout the RoleThis is a senior leadership position that will drive business growth and revenue through strategic client acquisition and wallet-share expansion. The successful candidate will have a proven track record of building long-term relationships with high net worth individuals, family offices, and senior...

Job Overview:We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Responsibilities:• Develop and maintain...

Job Title: Wealth Management Domain ExpertAbout the RoleWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform.The ideal candidate will possess deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained,...

We are seeking a skilled professional to join our team as a Financial Operations Specialist. The successful candidate will be responsible for managing cash flows, banking operations, and forex risk mitigation. They will also be expected to maintain strong relationships with financial institutions and coordinate with wealth management teams to maximize...

Global Investment Promotion SpecialistWe are seeking a highly skilled Global Investment Promotion Specialist to join our team. As a key member of our organization, you will be responsible for driving investment promotion and economic development projects, acting as the strategic interface between international governments/EDOs and potential investors.The...