Senior Wealth Strategist

Senior Wealth StrategistAre you a visionary leader with a passion for driving growth in the wealth management space? We're seeking an experienced Senior Wealth Strategist to spearhead our efforts in this critical area.Develop and execute strategic plans to drive revenue growth in wealth managementLead a team of seasoned Relationship Managers to achieve sales...

Job TitleSenior Wealth StrategistWe are seeking a seasoned Senior Wealth Strategist to join our team of financial experts.Job DescriptionThe ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing expert financial advice and personalized wealth management solutions.Main...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

Job Overview:We are seeking a seasoned professional to lead our global wealth management operations. As a Senior Global Wealth Management Strategist, you will be responsible for driving the strategic direction of our wealth management business.Key Responsibilities:Lead global wealth management operations with a focus on brokerage and fiduciary...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

Wealth StrategistCreate a global investment portfolio with our data-driven platform, empowering you to make informed investment decisions. Our cutting-edge technology and expert research help you navigate complex markets.Key responsibilities include:Develop and Implement Investment Strategies: Utilize our global market insights to craft tailored wealth...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills,...

Global Wealth StrategistWe are seeking a seasoned wealth management professional to drive our growth and expansion in the global market.The successful candidate will be responsible for:Developing and implementing a comprehensive wealth management strategyBuilding and maintaining relationships with high-net-worth individuals and institutional...

We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...