Senior Wealth Advisor

Our organization seeks a Private Wealth Advisor to manage day-to-day financial planning, investment management, and asset allocation tasks.The selected candidate will work closely with clients to understand their financial goals, provide tailored advice, and ensure effective management of their wealth.Key ResponsibilitiesThe Private Banker will be...

Job Overview:The Senior Wealth Manager is responsible for delivering comprehensive wealth management services to high net worth clients, fostering strong relationships and driving revenue growth.Key Responsibilities:Manage a portfolio of high net worth clients, providing tailored investment solutions and wealth planning advice.Conduct regular portfolio...

Wealth Management Subject Matter Expert RoleAs a Wealth Management Subject Matter Expert, you will be responsible for guiding the implementation of a Digital Wealth platform.This requires deep domain knowledge in private banking and wealth management to ensure business requirements are accurately captured, regulatory compliance is maintained, and customer...

Seeking a skilled and results-driven Advisor to join our Wealth Advisory team.The role involves trading & order execution, client handling, and cross-selling of financial products. The ideal candidate should have hands-on experience in terminal handling, equity & derivative trading, and a proven ability to advise clients on diversified financial products.Key...

Senior Relationship Manager- Wealth Management SolutionsAs a seasoned Senior Relationship Manager, you will play a pivotal role in driving the growth of our wealth management business. Your primary responsibility will be to build and maintain strong relationships with family offices and high net worth individuals.Key Responsibilities:Client Acquisition &...

Our organization is committed to excellence in wealth management and financial services.We offer a comprehensive range of products and solutions tailored to meet the needs of high net worth individuals and institutional clients.The ideal candidate will possess a strong understanding of financial markets, products, and client relationship-building...

Senior Financial Planner & Relationship ManagerWe are seeking a dynamic and experienced financial professional to serve as a trusted advisor to our clients. As a Senior Financial Planner & Relationship Manager, you will leverage your expertise in financial planning and relationship-building skills to design and implement tailored financial plans, manage...

Job Title:A seasoned Financial Advisor Key Responsibilities:Deliver exceptional client service by identifying personal and financial needs.Develop tailored wealth management solutions through effective communication.Analyse markets globally to pick the correct products and services for clients.Build continuous AUM by continuously gathering information and...

Job Title: Wealth StrategistUnlock global investment opportunities with our data-driven platform. We empower you to make informed investment decisions with insights and automated research.Track your portfolio's health, discover new stocks, and stay ahead of global investment trends.Strategic Leadership: Develop and implement a wealth management strategy that...

Job Title:Principal OfficerJob Description:As a Principal Officer, you will be responsible for leading compliance for all provisions of the SEBI Act, AIF Regulations/FEMA/IFSC regulations and circulars.You will manage Gift City operations and ensure daily compliances are met.Responsible for coordinating with legal, accounting, and compliance teams to ensure...