Private Wealth Advisor

We are seeking an experienced Private Wealth Sales Specialist to join our team at Team Geek Solutions Private Limited. The successful candidate will possess a strong background in wealth management, private banking, and portfolio management, with a proven track record of delivering exceptional results.Key Responsibilities:Manage and deepen the financial...

Key ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting affluent and super affluent segments. The ideal candidate will cultivate relationships, grow AUM, advise on investments, and enhance portfolios. They will also research markets, collaborate with product teams, and organize events to fuel business...

Job Title: Global Private Banker and Wealth ManagerJob Summary: We are seeking a highly skilled Global Private Banker and Wealth Manager to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for managing high-net-worth clients and delivering exceptional customer...

About the RoleWe are seeking a seasoned professional to lead our operational strategy and execution efforts at Sapient Wealth Advisors & Brokers Pvt Ltd. As a key member of our team, you will drive initiatives to improve efficiency, scalability, and service delivery across the organization.Key ResponsibilitiesDevelop and implement operational strategies that...

Role OverviewAs a Global Private Banker for Wealth Management at Emkay Global Financial Services Ltd, you will be responsible for delivering exceptional client experiences and driving revenue growth through strategic wealth management solutions. You will be accountable for building and maintaining relationships with high net worth individuals, providing...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

Company Overview">We are a leading private wealth management firm seeking an experienced financial analyst to join our team at Spark Private Wealth.">Job Description">The successful candidate will be responsible for providing financial insights and recommendations to support business growth and improvement. This will involve analyzing financial data,...

**Job Purpose:**At ConsultBae India Private Limited, we are seeking a skilled Senior Relationship Manager to join our team. As a Senior Relationship Manager, you will be responsible for building and nurturing strong, long-lasting relationships with high-net-worth clients, providing them with expert financial advice and personalized wealth management...

Job Title: Senior Wealth ManagerWe are seeking a highly skilled and experienced Senior Wealth Manager to join our team at ConsultBae India Private Limited. As a Senior Wealth Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

Job Overview:As an Investment Operations Executive at Spark Private Wealth, you will be responsible for processing transactions related to equity, fixed income, and mutual funds with meticulous understanding and accuracy.Key Responsibilities:Timely delivery of data and management of operational activities Turnaround Time (TAT).Reconciliation of various asset...

KEY RESPONSIBILITIESAs a Private Wealth Creation Specialist, you will be accountable for implementing an integrated plan that addresses wealth creation, wealth preservation, and wealth enhancement for private clients. This will be achieved through an in-depth analysis of the client's profile, showcasing the entire product suite of Kotak Group, and delivering...

Job Description9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Global Wealth Management Specialistto join our team. As a Global Wealth Management Specialist, you will be responsible for client onboarding, periodic KYC reviews, and risk management. The ideal candidate will have a Post-graduate/Graduate degree in Finance,...

Company Overview9608 Deutsche India Private Limited, Mumbai Branch is a wholly owned subsidiary of Deutsche Bank and serves as a talent pool for the global Wealth Management division.The company offers a range of traditional and alternative investment solutions to high net worth clients, family offices, and foundations, providing a holistic service for all...

Job DescriptionWe are seeking a highly skilled Senior Wealth Management Specialist to join our team at 9608 Deutsche India Private Limited, Mumbai Branch.This is an exciting opportunity for a seasoned professional to work in the dynamic Wealth Management industry and contribute to the growth of our business.Company OverviewDeutsche Bank's Wealth Management...

About the Role:We are seeking a skilled Financial Researcher and Trading Specialist to join our team at Spark Private Wealth. As a key member of our research department, you will be responsible for providing high-quality research and analysis to support our trading activities.Key Responsibilities:Conduct in-depth technical and derivative research to inform...

Key ResponsibilitiesAs a Strategic Wealth Manager at Kotak Mahindra Bank, you will be accountable for designing and implementing tailored wealth creation strategies for high-net-worth individuals. This involves conducting in-depth analysis of clients' profiles to identify opportunities for wealth growth, preservation, and enhancement.Key Accountabilities1....

About the Role">">This is an exciting opportunity to join 9608 Deutsche India Private Limited, Mumbai Branch as a Compliance Expert - Wealth Management. We are seeking a highly skilled professional to handle complex compliance tasks and ensure that our Wealth Management division operates in accordance with regulatory requirements.">Key...

Unlock New Opportunities with HSBCHSBC offers a career that will take you further, with opportunities, support, and rewards that will help you grow professionally and personally.Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth...