Senior Wealth Management Partner

Wealthy - Unlock Your PotentialAs a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.What We OfferA dynamic and supportive...

At Goldman Sachs, we're looking for talented professionals to join our Wealth Management team as a Senior Wealth Management Professional. As a key member of our PWM sales teams, you'll provide exceptional client service, operational support, and risk management. Your responsibilities will include operational management and oversight of the client experience,...

About this role:We are seeking a Senior Wealth Underwriting Assistant to join our team at Wells Fargo.As a Senior Wealth Underwriting Assistant, you will be responsible for providing lending support services in operations, documentation, and customer service to Credit teams.You will interact directly with internal clients on loan-related servicing activities...

WEALTH MANAGEMENT REPORTINGGoldman Sachs is seeking a Senior Associate to support our Wealth Management Reporting team. As a Senior Associate, you will be responsible for ensuring the timely and accurate transmission of client statements, coordination of regulatory and ad-hoc mailing for wealth management clients, and managing changes for client statement...

We are seeking a highly skilled and experienced Senior Wealth Management Executive to join our team at 4S Advisory.About the Role:The ideal candidate will have extensive experience in investment advisory and wealth management, with a strong track record of delivering results in a fast-paced environment.Key Responsibilities:The successful candidate will be...

Role OverviewWe're looking for an experienced Senior SEO Content Writer to join Stack Wealth's team. This role involves creating high-quality, informative content that resonates with our target audience and drives top rankings in search engine results pages.

About Stack WealthStack Wealth is a Y-Combinator-backed startup, on a mission to make smart investing accessible to the new generation of investors in India.We are seeking a highly skilled and motivated Senior Backend Lead with YOE 7yrs+ to manage and lead our full-stack development team.Key Responsibilities- Lead, mentor, and manage a team of developers,...

About the RoleAt Goldman Sachs, we are seeking a Product Manager to join our Private Wealth Management team. As a Product Manager, you will be responsible for helping to re-invent how wealth management services are distributed and consumed. You will work closely with our team of creative and driven product managers to build digital solutions that empower the...

About the Role">We are seeking a highly skilled Senior Financial Analyst to join our Asset and Wealth Management (AWM) division at Goldman Sachs. As a key member of the team, you will play a critical role in supporting the business by analyzing financial data, identifying trends, and developing recommendations for improvement.

**Job Summary:**We are seeking a highly skilled Senior Wealth Management Leader to lead our wealth management activities in Bangalore. As a key member of our team, you will be responsible for driving revenue growth, establishing strong relationships with high net worth individuals, and delivering exceptional services to our clients.**Responsibilities:Develop...

Are you a seasoned professional looking to take on a leadership role in Wealth Underwriting? Do you have a passion for leading high-performing teams and driving process improvement?About Wells FargoWelcome to Wells Fargo, one of the largest banks in the US. As a valued member of our team, you'll be part of a dynamic organization that's committed to helping...

Key Responsibilities:Financial Planning and Wealth Management:Provide expert advice on financial planning and wealth management to clients.Conduct comprehensive financial analyses to identify areas for improvement.Compliance and Audit:Audit phone calls and case work to ensure compliance with policies and procedures.Provide coaching and feedback to improve...

Job Title: Senior AssociateJob Summary:As a Senior Associate at DBS Bank, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients, having a total relationship value of INR 30 lakhs, through a need-based approach. You will ensure client coverage and product penetration through...

Wealth Management at Goldman SachsAt Goldman Sachs, our Wealth Management business empowers clients and customers to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and services to ultra-high net worth and high net worth individuals, as well as family offices, foundations, endowments, and...

About Goldman SachsWe are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base.Our Private Wealth Management (PWM) business secures, develops and manages relationships with ultra-high net worth individuals, as well as their families, family offices,...

About Goldman SachsWe are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and individuals.Wealth ManagementWe connect people, capital and ideas to help solve problems for our...

Job Title: Relationship ManagerAbout the RoleThe Relationship Manager 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.Key ResponsibilitiesClient Acquisition and Relationship Management:Acquire and handle a group of high...

Job Title: Investment CounselorWe are seeking a highly skilled Investment Counselor to join our dynamic team at ARDOR TALENT SOLUTIONS PRIVATE LIMITED. This role is critical for conducting detailed portfolio reviews, acquiring new clients, and supporting business planning efforts.Key Responsibilities:Conduct portfolio reviews for large relationships in...

Wealth ManagementAt Goldman Sachs, our wealth management businesses empower clients and customers to reach their financial goals. Our advisor-led teams provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices,...

About Us4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.About the RoleWe are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong...