Financial Wealth Strategist

About Our Wealth Team:We're reimagining wealth management for India's emerging affluent. Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.Our team has deep experience across finance, product, and technology, backed by world-class investors.Since our inception, over 100,000 clients...

We are seeking a Senior Financial Planner to serve as a trusted advisor to affluent clients. The ideal candidate will leverage their financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.About the RoleThis is a dynamic opportunity to...

Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.Key Responsibilities:Provide tailored advice to clients to help them achieve their financial goals.Develop and...

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

About the RoleWe are seeking a seasoned Financial Strategist to spearhead financial operations, drive financial planning and analysis, and inform strategic decision-making. This key role will play a pivotal part in ensuring our company's long-term growth and financial health.

Key Responsibilities:We are seeking an exceptional Chief Financial Strategist to drive our company's financial vision and lead its execution.The ideal candidate will possess a strong background in finance, accounting, and strategic planning, with the ability to analyze complex financial data and develop comprehensive financial models and forecasts.This role...

Unlock Global Investing OpportunitiesAs a seasoned professional, you will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the...

About the RoleThis role is instrumental in acquiring High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) as clients and building a strong relationship with the bank.Identify and acquire new private banking clients to generate fee income.Nurture and manage end-to-end customer relationships for private customers by fulfilling their...

We are seeking a dynamic Wealth Manager to join our team. This role will involve managing client relationships, providing investment advice, and delivering exceptional customer service.The ideal candidate will have 2-3 years of experience in wealth management, mutual funds, or equity, with a proven track record of handling high net worth clients.They will be...

Job Title: Chief Financial StrategistWe are seeking a seasoned and forward-thinking financial leader to spearhead our company's financial operations, drive business performance, and ensure robust financial management.Key Responsibilities:Develop and execute a comprehensive financial strategy aligned with business goals.Collaborate with the sales and...