Affluent Client Wealth Manager

Job Title: Wealth StrategistWe're reimagining wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Founded by a team with deep experience across finance, product and technology we're backed by world-class investors.We're not here to follow the...

Private Wealth ManagerWe are seeking a seasoned Private Wealth Manager to join our team and provide exceptional wealth management services to high-net-worth individuals. The successful candidate will be responsible for building and maintaining strong relationships, providing personalized financial advice, and conducting regular portfolio reviews.To develop...

Senior Wealth ManagerThis role requires a senior professional to develop and maintain relationships with high-net-worth clients, family offices, and senior professionals.The successful candidate will be responsible for conducting regular portfolio reviews, providing tailored wealth planning and tax-efficient investment strategies, and offering strategic...

Unlock Global Investment OpportunitiesStrategic Leadership Role: We are seeking a seasoned professional to lead the development and expansion of our wealth management division.Key Responsibilities:Develop and implement a comprehensive wealth management strategy, aligning with our global investment vision.Collaborate with channel partners to bring global...

Senior Manager Job DescriptionWe are seeking a skilled Senior Manager to join our Wealth Management team. As a key member of our team, you will be responsible for developing and providing solutions to clients based on their financial goals and requirements.The ideal candidate will have excellent communication and interpersonal skills, as well as strong...

As a Senior Relationship Manager, you will play a vital role in serving as a trusted advisor to our clients.The ideal candidate will have an in-depth understanding of the financial market, regulatory environment, and client needs.You will be responsible for building and maintaining strong, trust-based relationships with affluent/high-net-worth...

About this RoleJoin our Wealth Management team and gain hands-on experience in investment advisory, portfolio construction, and risk analysis.We are seeking a talented and motivated student intern to work on cutting-edge projects involving wealth management, asset allocation, and risk profiling.This is an extraordinary opportunity for a self-driven,...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Lead Wealth Manager:">Our ideal candidate will excel in acquiring, managing and servicing ultra-high net worth individuals (UHNWIs) by offering a wide range of wealth management solutions. Key responsibilities include driving client acquisition, promoting investment products, building relationships with clients, developing sales strategies and executing them...

Job Title: Senior Financial PlannerTransform your career in financial planning by leveraging your expertise to design and implement tailored financial plans, manage client portfolios, and foster long-term relationships.About the Role:Craft comprehensive financial plans tailored to clients' goals, risk tolerance, and financial circumstances.Develop strong...