
Senior Wealth Management Team Leader
5 days ago
We are seeking a seasoned professional to lead a team of Relationship Managers in providing world-class service to high-value clients.
This is an opportunity for someone with expertise, empathy, and integrity to grow their wealth management business while making a meaningful impact on clients' lives.
Responsibilities:- Persistently manage a portfolio of high-value clients offering tailored advice and long-term planning solutions.
- Act as a senior advisor and escalation point within the team for complex client needs.
- Collaborate with investment and research teams to deliver optimal client outcomes.
- Drive growth of the team as a business unit.
- Identify opportunities and run growth experiments in consultation with the Head of Client Relationships.
- Collaborate with client experience & new client acquisition teams to achieve growth objectives.
- Wealth Manager experience.
- Strong financial acumen and ability to simplify complex concepts for clients.
- High emotional intelligence, ownership mindset, and natural team builder.
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Wealth Management Intern
4 weeks ago
Bengaluru, Karnataka, India Prosperr Full timeAbout the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...
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Regional Wealth Management Leader
2 days ago
Bengaluru, Karnataka, India beBeeLeadership Full time ₹ 1,20,00,000 - ₹ 2,20,00,000Job OverviewWe are seeking a seasoned professional to lead our Wealth Management operations as a Regional Head. This role requires strategic leadership, collaborative management, and innovative strategies to drive business growth, foster enduring relationships, and contribute to the broader success of our organization.Main Responsibilities:Developing the...
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Senior Wealth Strategist
4 days ago
Bengaluru, Karnataka, India beBeeWealth Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Senior Wealth StrategistOur organization seeks a seasoned Senior Wealth Strategist to provide high-net-worth clients with customized investment solutions and relationship management services.The ideal candidate will have experience managing large portfolios, developing asset under management, and providing end-to-end investment advisory services.A deep...
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Wealth Manager
2 days ago
Bengaluru, Karnataka, India Tech Mahindra Full timeTitle: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...
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Wealth Management Advisor
1 day ago
Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000Private Wealth Management ProfessionalAt our organization, we are seeking an experienced Private Wealth Manager to join our wealth management division. As a key member of the team, you will be responsible for acquiring and advising High Net Worth Individual (HNI) clients.The ideal candidate will have prior experience working in wealth management firms,...
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Wealth Manager
3 days ago
Bengaluru, Karnataka, India Tech Mahindra Full timeTitle: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...
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Private Wealth Manager
4 weeks ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/MumbaiPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...
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Private Wealth Manager
2 hours ago
Bengaluru, Karnataka, India equentis Full timeLocation – Bangalore/Mumbai Position: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via Client...
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AM Wealth Academy Team Lead
2 days ago
Bengaluru, Karnataka, India HSBC Full timeJob DescriptionJob descriptionSome careers have more impact than others.If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is,...
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Asset And Wealth Management
3 weeks ago
Bengaluru, Karnataka, India Goldman Sachs Full timeJob Category Associate About Goldman Sachs At Goldman Sachs we connect people capital and ideas to help solve problems for our clients We are a leading global financial services firm providing investment banking securities and investment management services to a substantial and diversified client base that includes corporations financial...