Senior Wealth Advisory Professional

Job DescriptionWe are seeking a detail-oriented and motivated Client Service Associate to join our team in Chennai. This internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.The selected candidate will support various client servicing and operational functions,...

About Wealth ManagementWe are a FinTech start-up developing innovative AI tools for portfolio management.Role OverviewAs a Wealth Manager, you will work on cutting-edge projects involving investment advisory, asset allocation and risk profiling. You will have the opportunity to engage in multiple mini-projects across a large number of functional areas...

Transform Wealth ManagementWe are redefining the way Indians build wealth. Our mission is to make sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Our team has a deep understanding of finance, product and technology, and we are backed by world-class investors. Since our inception, over 100 thousand...

About our Transaction Advisory ServicesJoin a dynamic team and contribute to high-profile engagements in finance, valuations, due diligence, and tax advisory. We are looking for a skilled Manager with technical expertise and strong communication skills to provide strategic financial guidance to founders and investors.Suitable candidates will have a proven...

We are seeking a skilled and client-focused professional to join our Wealth Advisory team as an Investment Advisor.The role involves executing trades, handling high net worth clients, and cross-selling of wealth and investment products on behalf of clients.Key Responsibilities:Trade Execution: Execute equity, derivatives, options, and cash market orders on...

Job Opportunity:Lead our Wealth Management team in Bangalore as a Senior Vice President.The ideal candidate will have a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.Key Responsibilities:Client Acquisition & Relationship Management: Acquire,...

Job Title: Senior Relationship Manager- Wealth Management SolutionsAbout this role:We are seeking an experienced Senior Relationship Manager to join our team. This is a unique opportunity for a results-driven professional to build and manage relationships with family offices and high net worth individuals (HNIs).Key Responsibilities:Client Acquisition &...

We are seeking a highly skilled and experienced Sr. Manager/Chief Manager to lead our Wealth Management operations.Client SolutionsDevelop tailored solutions for clients, aligning with their unique needs and goals.Lead GenerationConduct timely follow-ups with leads, ensuring they stay informed about relevant broadcasts and market news.Clients GrowthGrow the...

Private Banking OpportunityWe are seeking a seasoned professional to acquire and nurture relationships with high-net-worth individuals, providing them with tailored wealth solutions.Role OverviewThis role is instrumental in generating fee income by selling investment, insurance, and banking products to private clients.Key Responsibilities:Identify and pursue...

Looking for a career in wealth management?We are seeking a dynamic and driven Wealth Management specialist to join our team. The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting company's alternate investment opportunities.Key ResponsibilitiesCandidate...