Wealth Management Professional

Client Service Associate RoleThis is an excellent opportunity for a Client Service Associate to join our team in Chennai. The role involves providing top-notch client servicing and wealth management expertise, with a strong possibility of a full-time role based on performance.In this dynamic environment, you will have the chance to gain hands-on experience...

Position Overview:We are seeking a skilled and dynamic Wealth Advisor to join our team.Foster strong relationships with high net worth individuals, understanding their unique financial goals and objectivesResponsibilities:Client Acquisition: Identify and convert qualified leads into managed portfoliosPortfolio Advisory: Provide personalized investment...

Location: Bangalore, KarnatakaExperience: 3+ 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...

Job Title:We are seeking a dynamic and experienced Product Trainer to train and enable new Relationship Managers (RMs) to serve High Net-Worth Individuals (HNIs) and institutional clients effectively.">Key Responsibilities:Delivering comprehensive training sessions on wealth management products and solutionsProviding continuous support and guidance to new...

About this RoleWe seek a seasoned Financial Professional to acquire High Net Worth Individuals and Ultra High Net Worth Individuals clients, fostering lasting relationships with them.As a relationship manager, you will be responsible for selling wealth management products, generating fee income.Key Responsibilities:Aquire new private banking clients, nurture...

Senior Financial ManagerA global business is seeking a Senior Financial Manager to oversee its treasury operations.This role involves managing cash flow, banking relationships, and foreign exchange risk mitigation.Key Responsibilities:Develop and implement financial strategies to minimize currency exposure.Negotiate with financial institutions to secure...

About this role:We are seeking an experienced Securities Manager to lead our operations team.Manage a team of alternative investment operations professionals, fostering a culture of excellence and collaboration.Develop and implement operational strategies, ensuring alignment with business objectives and risk management principles.Create and maintain the...

We are seeking a dynamic professional to manage business development for our organization.Key Responsibilities:BUILD STRONG PARTNERSHIPS WITH FINANCIAL INSTITUTIONSWORK ACROSS VARIOUS PRODUCT LINES INCLUDING WEALTH MANAGEMENT AND STARTUP FUNDINGCONTRIBUTE TO DEAL STRUCTURING, MARKET STRATEGY AND CLIENT SERVICINGREPRESENT OUR ORGANIZATION AT KEY INDUSTRY...

Job Title: Investment Strategist">Identify and acquire high net worth clients to generate assets under management (AUM)Develop and implement tailored investment strategies to optimize client portfolios">Key Requirements:">Minimum 3-5 years of experience in wealth management or a related fieldProven track record of managing AUM and growing client...

Job Title: Private Wealth ManagerAbout the RoleThe Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.Daily tasks include financial planning, estate planning, investment management, and maintaining...