Wealth Management Professional

About Our Company:We are a fintech startup dedicated to revolutionizing wealth management for India's emerging affluent.Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.Founded by experienced professionals, we have built trust with clients who have entrusted us with assets.We're...

Job Description:Wealth Managers play a crucial role in building and maintaining long-term relationships with high-net-worth individuals.They must have a deep understanding of their clients' financial goals, objectives, and risk appetite to provide tailored wealth management solutions.Regular portfolio reviews and performance updates are essential to ensure...

Job DescriptionThis role involves managing day-to-day operational activities in a wealth management firm, including account opening, onboarding and maintenance, trade execution and reconciliation, client reporting, and compliance support.The successful candidate will ensure accurate record-keeping, smooth coordination with custodians and vendors, and timely...

Regional Leadership RoleThe Regional Head will be responsible for providing strategic leadership to drive the Wealth Management operations forward.Main Responsibilities:Develop and execute a business strategy for Wealth Management to meet key objectivesAnalyze performance metrics, including productivity, and suggest improvementsOversee product development...

Who are we? Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably.Our data-driven platform empowers you to make smarter investment...

At a leading financial services organization, you'll be responsible for developing and expanding our wealth management division. This strategic role will ensure high-quality investment solutions and client-centric financial planning.Key Responsibilities:Strategic Leadership: Develop and implement our wealth management strategy, aligning with the company's...

Job Title: Financial Planning DirectorAs a dynamic and experienced professional, you will serve as a trusted advisor to our clients. In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key...

Job Title: Wealth Management Specialist","Job Description: Wealth Management SME Role Overview We are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform. The candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured,...

Job Title: Salesforce Financial Services Cloud Professional We are looking for an experienced professional to lead the implementation of Financial Services Cloud solutions in wealth management, banking, and financial services.The role involves designing, configuring, and optimizing FSC features to meet business needs. This is a remote opportunity requiring...

Portfolio Manager Job SummaryThe Senior Vice President of Wealth Management will oversee a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role requiring a strong personal network, deep product knowledge, and a track record of building...