Private Wealth Manager

Product Trainer - Wealth ProductsAs a Product Trainer – Wealth Products, you will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services to new Relationship Managers (RMs).Key Responsibilities:Develop and deliver tailored training programs for RMs on wealth management products, solutions, and...

Senior Investment Liaison RoleAbout the Position:We are seeking a skilled and motivated professional with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This role is specifically focused on building a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services,...

Senior Relationship Manager - Wealth Management SolutionsJob Title: Senior Relationship Manager- Wealth Management SolutionsKey Responsibilities:Build and manage relationships with family offices, high net worth individuals.Offer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...

Private Wealth ManagerAbout the Role:This position plays a pivotal role in acquiring high net worth and ultra high net worth clients, and building enduring relationships with our esteemed bank.The ideal candidate will sell Investment, Insurance, and other bank products to Private Banking clients to generate fee income.Secure new private banking...

Private Wealth Manager Role">The role of a Private Wealth Manager is to provide personalized wealth management strategies designed to meet the unique financial needs and goals of clients.">This involves understanding and addressing clients' financial needs, developing tailored investment solutions, and providing guidance on financial planning and estate...

**Job Opportunity:** As a Senior Vice President of Wealth Management, you will lead a team in overseeing high-net-worth and ultra-high-net-worth client relationships, providing comprehensive investment advisory and wealth management services. Key Responsibilities:Develop and maintain strong relationships with high-net-worth/ultra-high-net-worth clients,...

At the forefront of innovative investment solutions, we develop and deploy dynamic strategies to advance our industry.This role is pivotal in delivering cutting-edge multi-asset investment solutions. The successful candidate will co-manage private markets solutions end-to-end, collaborating with internal teams and external managers.Co-manage private markets...

About Us:We're a fintech company with a mission to revolutionize wealth management for India's emerging affluent.We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.We've...

About RevolutMore visibility, control, and freedom from your money. Our mission since 2015 has been to deliver just that. Our range of products includes spending, saving, investing, exchanging, travelling, and more, helping our 60+ million customers get more from their money every day.In recognition of our outstanding employee experience, we've been...

At Franklin Templeton, we're advancing our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that's...