Experienced Wealth Manager

Job DescriptionCompany DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in 'Treasury and Wealth Solutions.' We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a...

Company DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in "Treasury and Wealth Solutions." We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a combined...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Asset Wealth ManagementJob Description:We are seeking an experienced professional to join our team as a wealth management audit specialist. In this role, you will conduct internal audits that assess risks and controls in the wealth management business.Key Responsibilities:Perform audit work assigned according to the standards of Internal Audit's risk-based...

Job Title: Senior Wealth Strategist We are seeking a highly skilled and experienced wealth strategist to guide the successful implementation of a Digital Wealth platform. The ideal candidate will have deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained,...

Company OverviewGamut HR Solutions, headquartered in Hyderabad, is a compact yet impactful company with a team of 2-10 employees dedicated to connecting individuals with the right job opportunities. Our focus is on delivering personalized HR solutions. To explore more about us, visit our website at Gamut HR Solutions.Job OverviewWe are seeking a Wealth...

Job Title: Senior Relationship Manager- Wealth Management SolutionsOverview:We are seeking a highly skilled and experienced professional to join our wealth management team as a Senior Relationship Manager. In this role, you will be responsible for building and managing relationships with family offices and ultra-high net worth individuals (UHNIs).Key...

Qualifications & Key Skills: We are looking for someone passionate & those with the attitude to be an entrepreneurmind-set.Bachelor's degree in Finance, Economics, Business, or a related field. Master's degree orCFP designation is a plus.Proven experience as a Wealth Manager or similar role, with a demonstrated track recordof successfully managing...

Role DescriptionTo build and maintain effective relationships with high-net-worth individuals to understand their financial objectives.To provide tailored financial advice and wealth management solutions to clients based on their needs and risk tolerance.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their...

Job description Senior Relationship ManagerLocation : Hyderabad & Bangalore (WFO)Maxiom Wealth, a fintech leader transforming wealth management through AI and ML, is seeking a seasoned Senior Relationship Manager to join our dynamic team. We are looking for a client-centric individual with a proven track record of building and maintaining strong...