
Strategic Wealth Manager
1 day ago
As a wealth strategist, you will play a pivotal role in helping high net worth individuals and ultra high net worth individuals achieve their long-term financial goals.
Key Responsibilities- Establish and maintain strong relationships with clients to drive business growth and meet performance targets.
- Responsible for selling various financial solutions such as mutual funds, insurance products, and other structured investments.
- Manage and review portfolios of existing clients, focusing on client service and ethical advisory, while acquiring new premium clients.
- Provide consultancy on comprehensive financial planning, including retirement planning, tax optimization, and goal-based investing.
- Minimum 2+ years of relevant experience in finance and wealth management.
- Relevant degree or certification.
- Strong understanding of client needs, market trends, and investment products.
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Wealth Manager
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description Nuvama 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...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
1 week ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
3 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
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Wealth Manager
4 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
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Urgent Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
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Strategic Wealth Management Professional
1 day ago
Mumbai, Maharashtra, India beBeeStrategic Full time ₹ 22,50,000 - ₹ 33,75,000Strategic Wealth Management Professional Unlock new opportunities with your career.Job DescriptionIn today's fast-paced world, organizations help their customers manage and grow their wealth. As a Strategic Wealth Management Professional, you will be part of a global team serving millions of customers worldwide.Key ResponsibilitiesDevelop in-depth knowledge...
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Wealth Management Analyst
1 day ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
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Strategic Wealth Manager
2 days ago
Mumbai, Maharashtra, India beBeePortfolio Full time ₹ 1,78,95,170 - ₹ 2,19,75,500Expert Trading PartnerJoin a team of wealth management professionals where innovation meets excellence.Facilitate scalable tax-efficient trading and assist portfolio managers in managing investment books.Partner with the PMG Tax Transition Team to execute trades on a scalable platform and validate tax-efficient trades.Oversee daily trading activities such as...
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Investments Full timePosition: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...