Professional Wealth Management Assistant

Product Trainer – Wealth ProductsWe are seeking a dynamic and experienced Product Trainer to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve High...

Job Overview:We are seeking a seasoned wealth management professional to spearhead the successful implementation of a digital wealth platform.The ideal candidate will possess in-depth knowledge of private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are...

Wealth Consultant OpportunityAbout the RoleSeeking a motivated wealth consultant with 1-3 years of experience in lead generation from high net-worth individuals. This role is focused on building a qualified pipeline of investors for our real estate fund.Key Responsibilities:Lead Generation & ProspectingIdentify and reach out to HNI clients interested in real...

Building Successful Client Relationships is a key aspect of this role, where you will engage with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services.This position involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies aligned with...

Senior Backend Developer Job DescriptionWe are seeking a seasoned Senior Backend Developer to design and build the robust backend infrastructure that powers our wealth management platform. This role requires someone who can architect secure, high-performance systems capable of handling financial data, real-time portfolio updates, and seamless integrations.

Business Development LeadWe are seeking an experienced Business Development Lead to join our Wealth Management Firm. This is a full-time on-site role based in Pune, where you will be responsible for identifying potential partners, establishing and maintaining business relationships, and negotiating and closing partnership deals.The successful candidate will...

Job OpportunityThis is a pivotal role that supports and assists the Treasury Head in overseeing treasury operations. The successful candidate will be responsible for managing cash flow, banking relationships, forex risk mitigation, and providing business solutions for customer/vendor financing.Support in cash management, banking operations, and forex risk...

Job SummaryWe are seeking a skilled and detail-oriented professional to support our finance team with day-to-day accounting, administrative, and secretarial tasks. The ideal candidate will have a strong foundation in accounting principles, excellent organisational skills, and the ability to handle multiple responsibilities.Key Responsibilities:Assist with...

We're Hiring – Executive Assistant to the Managing Director Location: Netaji Subhash Place and Kalkaji & Pitampura New Delhi Timing: Mon–Sat | 10 AM – 7 PM Experience: 7+ Years Interview Mode: Face-to-Face About the RoleThis position entails a high level of strategic and operational responsibility, suited for a seasoned professional who thrives in...

Senior Portfolio ManagerThe Senior Portfolio Manager will be responsible for developing and executing wealth management strategies to meet the unique financial needs of Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). This role involves building strong relationships with clients, understanding their financial goals, and...