Wealth Development Professional

Job Opportunity: Business Development TraineeGain a comprehensive understanding of wealth management and client acquisition strategies in our trainee program.Key ResponsibilitiesAssist in identifying and acquiring new clients through referrals, events, and networking opportunities.Develop and execute plans to promote investment products and services to...

Job Title:Wealth Development SpecialistAbout the Role:We seek a seasoned professional to provide high-net-worth clients with customized investment, insurance, and wealth planning solutions.The ideal candidate will be responsible for building strong relationships with clients, understanding their financial goals and risk tolerance, and delivering tailored...

Dear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

About the RoleWe are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and...

Key Responsibilities:Build and maintain relationships with high net worth individuals (HNIs) and family offices to drive business growth through client acquisition and relationship management.Develop expertise in wealth products, structured investments, and alternative asset classes to provide advisory services to HNIs and family offices.Identify...

Wealth Management Internship Opportunity">Gain hands-on experience in client relationship management and build a career in wealth management.Key Responsibilities:Support Relationship Managers in handling affluent and super affluent clients with investment portfolios exceeding ₹1 Cr.Learn to prepare comprehensive client reports and coordinate with asset...

Dear Candidates,Great OpportunityHiring for#WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

Company DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...

Location:[Pune / Remote]Salary Range:₹65,000 – ₹1,20,000 per month (based on interview & experience)About Shikshan NiveshShikshan Nivesh is an education-first financial platform dedicated to simplifyinginvesting, markets, and personal financefor retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted,...

Job Opportunity:As a key player in wealth management, we are seeking an experienced Business Development Professional to drive growth through strategic relationships and personalized financial advice.Key Responsibilities:Build and maintain strong professional relationships with high-net-worth individualsProvide expert financial guidance and recommendations...