Senior Wealth Management Specialist

Wealth Management Expertise NeededSeeking a highly skilled Wealth Manager to lead the implementation of our Digital Wealth platform. This role requires domain expertise in private banking and wealth management, ensuring accurate capture of business requirements, regulatory compliance, and effective customer journeys.The ideal candidate will have experience...

```html About 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...

We offer a wealth management approach that is centered around client needs and goals.The key to our success lies in the partnership between our team of experienced professionals and our clients.Our independence from targets allows us to provide personalized solutions that are tailored to each client's unique circumstances.We have access to institutional...

Job DescriptionThe ideal candidate will identify, connect, and onboard potential investors in various asset classes. They will be responsible for driving sales of curated investment opportunities in startups, venture funds, and other alternative asset classes.They will build and maintain long-term client relationships by understanding their investment goals...

Job Title: Senior Relationship Manager- Wealth Management SolutionsWe are seeking a senior relationship manager to join our wealth management team.Key Responsibilities:• Client Acquisition & Relationship Management: Build and manage relationships with family offices, UHNIs.• Investment Advisory & Product Distribution: Offer expert advisory on MFs, AIFs,...

Head of Premier Client GroupFindoc is seeking a seasoned and dynamic Head of Premier Client Group (PCG) Desk to join its team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.Key Responsibilities:Drive the acquisition of UHNWIs and...

Unlock Career Growth as a Wealth StrategistWe are seeking an experienced Wealth Strategist to join our team at Catenon India. As a key member of our wealth management vertical, you will be responsible for developing and managing client relationships to enhance and acquire Assets Under Management (AUM).The ideal candidate will have a proven track record of...

Job Opportunity: Sr Manager/ Chief Manager- Wealth ManagementWe are seeking an accomplished professional with expertise in wealth management and financial planning to join our organization.Key Responsibilities:Promote customized solutions for clients based on their specific needs, utilizing knowledge of wealth management and financial planning.Conduct...

Job OverviewWe are seeking a skilled professional to handle day-to-day operations in a wealth management firm.The ideal candidate will have expertise in back office operations, attention to detail, and ability to multitask efficiently.Key Responsibilities:Manage account opening, onboarding, and maintenance, trade execution and reconciliation, client...

Key Responsibilities:Secure and manage high net worth client relationships with customized investment strategiesEnhance client connections through cross-selling and portfolio diversification initiativesStay current on market trends and regulatory impacts on client portfoliosCollaborate with internal teams to provide compliant and effective investment...