High Net Worth Portfolio Specialist

About the RoleWe are seeking a highly motivated and experienced High-Net-Worth Portfolio Manager to join our Wealth Management team at 4S Advisory. As a senior professional, you will play a critical role in providing personalized financial planning and investment advisory services to high-net-worth clients.As a Portfolio Manager, you will be responsible for...

Job SummaryWe are seeking an experienced High Net Worth Portfolio Manager to join our team in Hyderabad. This is a Full-Time position that requires 1-3 years of experience in financial planning and investment management.About the CompanyGamut HR Solutions is a company with a strong focus on helping individuals find their ideal job. With a dedicated team of...

Anand Rathi Share and Stock Brokers Ltd is a leading financial services company seeking a skilled High Net Worth Client Relationship Strategist to join our team. This role offers an exciting opportunity to work with high net worth individuals, providing them with expert advice and guidance on their investment portfolios.As a High Net Worth Client...

Job SummaryWe are seeking an experienced High Net Worth Tax Manager to lead our business taxation team. As a key member of our Ultra-High Net Worth team, you will advise clients on complex tax services, including wealth transfer, charitable and retirement planning, and tax compliance.About the RoleThis is a leadership role that requires a strong technical...

Company OverviewDezerv is a premier house of investing solutions catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, Dezerv brings together decades of investing expertise from leading global financial institutions like JP Morgan, UBS, BNP Paribas, etc.

We are the leading provider of professional services to the middle market globally, our purpose is to empower our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled culture and talent experience, enabling us to deliver compelling client experiences.Our Ultra-High Net Worth team specializes in...

About the OpportunityCitrin Cooperman India LLP is seeking a highly skilled US Tax Professional to lead high net worth returns. As a key member of our team, you will be responsible for reviewing and preparing complex tax returns for individuals and managing day-to-day interactions with the team to ensure timely delivery of services.ResponsibilitiesLead the...

About this RoleWe are seeking a highly skilled Commercial Banking Portfolio Associate to join our team at Wells Fargo Bank. In this role, you will be responsible for researching complex financial and credit information for commercial business and high net worth customer loan packages. You will also be responsible for quality reviewing and spreading financial...

Company OverviewMiles Education is a leading provider of education and career advancement services. We are seeking an experienced US Tax Manager to join our team in Hyderabad.Estimated Salary: ₹ 1,500,000 - ₹ 2,500,000 per annumJob Description:About the Role: As a US Tax Manager, you will be responsible for managing a team of tax professionals and...

About LifeMagic GroupWe are a dynamic and forward-thinking organization committed to providing exceptional wealth management services.Job OverviewThe ideal candidate will be responsible for developing and maintaining strong relationships with high-net-worth individuals and families, providing personalized wealth management advice, and creating customized...

Dezerv is a pioneering platform offering bespoke investment solutions tailored to the needs of high net worth and affluent individuals in India.We are driven by a passion for empowering Indians to make informed investment decisions, leveraging our extensive expertise in wealth management.Our team of experts, led by Co-Founders Sandeep Jethwani, Vaibhav...

LifeMagic Group is seeking a skilled Wealth Advisory Specialist to provide comprehensive wealth management services to high-net-worth individuals and families. This role is based in Hyderabad, Telangana, India.Key Responsibilities:Develop and maintain strong relationships with high-net-worth individuals and families.Assess clients' financial goals, risk...

About this Role:Wells Fargo is seeking a highly skilled Commercial Banking Portfolio Associate to join our team. As a key member of our Commercial Banking Portfolio Management functional area, you will be responsible for researching complex financial and credit information for commercial business, or high net worth customer loan packages. Your role will...

**Company Overview**i4 Consulting: Reimagining HR Blueprints is a pioneering firm that empowers organizations through technology innovations, focusing on talent attraction, employee experience, and productivity. Our solutions are agile, cost-effective, and customizable, catering to startups, retail, media, product-based organizations, and MNCs across PAN...

**Key Responsibilities:**Drive business growth by generating new leads and expanding existing relationships with high net worth customers.Provide exceptional customer service to increase customer satisfaction and retention.Develop and manage a portfolio to mitigate risk and achieve stability.Monitor and achieve key performance indicators to maximize sales...

As a Senior Portfolio Manager at IDFC FIRST Bank, you will play a crucial role in driving growth and revenue for our wealth management division. This exciting opportunity is perfect for experienced professionals looking to take their career to the next level.About the Role:This senior leadership position involves overseeing Relationship Managers (RMs) across...

Wealth Management at 4S AdvisoryWe are a leading Wealth & Asset Management company with a strong focus on building customized and value-based solutions for our discerning clients. Our team of experts has a proven track record of hand-holding clients through multiple market cycles, providing a high level of personal service and tailored advice.Key...

Nuvama Wealth: Unlock Your Financial PotentialWe are seeking a skilled Wealth Management Expert to join our team at Nuvama Wealth, one of India's leading wealth and asset management firms. With Assets under Advisory (AUA) of over ₹ 2,00,000 cr, we offer a unique opportunity to grow your career in a dynamic and rewarding environment.As a Wealth Manager, you...

Nuvama Wealth Management is a leading wealth and asset management firm in India, serving close to a million customers across affluent individuals, family offices, institutional clients, and corporates.We are backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm. Our business serves a diversified set of clients...

Job DescriptionWe are seeking a highly skilled Software Engineer with expertise in .NET technologies to join our team at Indus Net Technologies Ltd. Based in Kolkata, this role offers a unique opportunity to work on challenging projects and contribute to the growth of our organization.About the RoleThis is a full-time position that requires strong technical...