Senior Wealth Management Leader

Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

Job Title:Senior Operations Director - Global Wealth ManagementOverview:The Senior Operations Director is responsible for leading global wealth management operations with a focus on brokerage and fiduciary functions.Key Responsibilities:Lead the design and implementation of operating models that drive front office and client engagement strategies.Manage the...

Global Wealth Management Leader RoleA highly accomplished and seasoned professional is required to lead our Global Wealth Management team. As a key member of the organization, you will be responsible for overseeing the entire wealth management lifecycle, from account opening and maintenance to closure.Responsibilities:Lead and manage a high-performing Global...

Company Overview – NJ MacsonNJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are...

As a seasoned leader in wealth management, you will be the face of our business and the first point of contact with clients. You will be responsible for acquiring and managing channel partners, as well as delivering exceptional services to them.Key Responsibilities:To acquire, build, and maintain strong relationships with independent financial advisors...

Risk Management Expert for Wealth OperationsThis is a senior-level position that requires extensive experience in risk management, with a focus on wealth operations. The ideal candidate will have a deep understanding of regulatory requirements and be able to develop and implement effective risk frameworks.

Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...

Leadership Role in Global Wealth ManagementThis leadership position is focused on spearheading global wealth management operations with an emphasis on brokerage and fiduciary services. The successful candidate will be responsible for leading teams to redefine operating models, drive front office strategies, and enhance client engagement.Managing the...

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Job Opportunity: Senior Operations LeaderAbout the RoleThis is an exciting opportunity to join a leading organization as a Senior Operations Leader. The ideal candidate will have experience in transforming and creating a client-focused, data-driven efficient organization.The role holder is expected to engage with clients, advisors, risk officers, and...