Financial Wealth Manager

At our organization, we offer specialized wealth management services designed to cater to the unique financial needs and goals of clients. With a history spanning over two decades, our dedicated Wealth Managers provide a range of investment solutions for high net-worth individuals, retail clients, corporate entities, and financial institutions.\Our team...

Role OverviewWealth managers are the face of our personalised wealth management platform, helping clients make smarter investment decisions while growing their wealth.This role is ideal for individuals who thrive on building relationships and closing deals. You'll be responsible for managing your sales pipeline, onboard new clients, and provide them with...

Financial Services Professional OpportunityWe are seeking a highly skilled and experienced Financial Services Professional to join our team as an Affluent Wealth Relationship Manager. In this role, you will be responsible for managing a portfolio of high net worth clients and providing them with tailored financial solutions.The ideal candidate will have a...

Job Description: Relationship Manager (Mutual Funds, Demat Accounts, Insurance)Role Overview:A Relationship Manager (RM) in the financial services industry is responsible for managing and building strong relationships with clients to offer them personalized financial advice and solutions. The RM handles various investment and financial products such as...

Delivering Strategic Growth as Regional HeadEstablish a comprehensive strategic plan to drive Wealth Management performance and meet business objectivesMonitor and analyze key performance metrics, including manpower productivity, and implement improvements through data-driven insightsLead the development of innovative products and services tailored for...

Job Title:Wealth StrategistAbout the Role:We are seeking a skilled Wealth Strategist to develop and manage client relationships, aligning assets under management with clients' financial strategies to reduce risk, cost, and tax while enhancing desired returns and volatility of the portfolio.Responsibilities:Develop strategic plans to enhance and acquire more...

Role OverviewWe are seeking a highly skilled and experienced Wealth Management Strategist to lead the successful implementation of a Digital Wealth platform.The expert will provide in-depth knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer journeys are...

Job DescriptionWe are seeking a skilled Wealth Advisory Expert to join our team.The role involves trading & order execution, client handling, and cross-selling of wealth & investment products.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services, with focus on AUM...

Senior Service Delivery Director OpportunityWe are seeking a seasoned business leader with extensive experience in managing large-scale operations across banking, financial services and insurance. The ideal candidate will bring 15+ years of expertise in wealth management, retail banking, compliance and financial risk functions, along with leadership skills...

Wealth Management OpportunitiesJob Profile:Develop and provide solutions to client requirements, leveraging expertise in financial planning and investment advisory.Timely follow-up with leads and tag them on market trends and news articles for effective engagement.Increase client base by meeting new clients, referrals from existing investors, and portfolio...