Strategic Wealth Creator

Job description for Strategic Content CreatorContent Creator Duties:Create original content for various platforms, including social media, blogs, and websites.Writing and updating content for the company's website, blogs, social media, and other platforms.Reviewing and editing content published on different platforms.Creating marketing materials for the...

Job Description:We are seeking experienced financial professionals who can provide expert guidance on investment strategies, risk management, and wealth planning to clients worldwide.This role offers the opportunity to work closely with high net worth individuals and families to understand their financial goals and aspirations.Developing comprehensive wealth...

Senior Wealth Management Leadership OpportunityThe role of a Senior Wealth Manager is a senior leadership position responsible for guiding and managing a team of high-performing wealth managers across assigned locations.This position focuses on driving significant growth in assets under management (AUM) and assets under advice (AUA) by acquiring and managing...

Key ResponsibilitiesManage and enhance high net worth client relationships to foster loyalty and retention.Provide bespoke wealth management solutions tailored to individual client needs and preferences.Effectively cross-sell investment products, including mutual funds, portfolio management services, bonds, and insurance, to achieve sales targets.Evaluate...

Job TitleWealth Manager – Unit Head (VP- Wealth Management)Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach.With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation.The Wealth Manager – Unit Head...

Job TitleA seasoned wealth management professional is sought to lead high-performing teams in driving strategic growth and delivering exceptional client experiences.The successful candidate will have a proven track record of managing large HNI/UHNI portfolios and delivering consistent business growth, with a strong network of relationships in the...

Job SummaryWe are seeking a seasoned professional to join our team as a Custodian of Wealth Relationships. In this role, you will be responsible for developing and executing strategies to acquire high net worth individual clients, providing equity advisory services, and managing their relationships.Key Responsibilities:Develop and execute strategies to...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital Ltd Location: Ahmedabad, Pune & Jaipur Department: Wealth Management Experience: 10–12 years Employment Type: Full-Time About Bajaj Capital Bajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert...

Role Overview">The Wealth Manager is a senior leadership position responsible for guiding, mentoring, and managing high-performing teams. This role focuses on driving significant growth in client assets by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences.">Candidates must...

Wealth First Portfolio Managers Ltd. is seeking an Equity Trader with strong experience in Institutional trades with the clients like Mutual Funds & Corporates. Ensure compliance with SEBI, AMFI & internal risk guidelines. 5–10 years of experience as an Equity Dealer with institutions like Mutual Funds. ~ Wealth First Portfolio Managers Ltd. is a trusted...