Senior Wealth Management Specialist

About This OpportunityWe are seeking a highly skilled professional to join our team as an investment specialist in the private banking sector.Key Responsibilities:Nurture and manage end-to-end customer relationships by providing wealth solutions tailored to their needs.Develop and execute strategies to acquire new high net worth clients and expand existing...

As a seasoned wealth management expert, you will have the opportunity to craft bespoke financial solutions for high net-worth individuals and corporate entities. Our team is dedicated to delivering unparalleled service and support, ensuring that our clients' unique needs are met with precision and care.Key Responsibilities:Develop and implement comprehensive...

Job DescriptionWe are seeking a dynamic Wealth Manager to join our team. Our premier wealth advisory firm is dedicated to helping High Net-Worth Individuals (HNIs) achieve their financial goals through personalized investment strategies.Key Responsibilities include:Clients Engagement: Engage with HNI clients and provide high-quality wealth management...

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...

We are seeking a seasoned professional to join our team as a Wealth StrategistThis role involves being the face of our personalized wealth management platform, helping clients make informed investment decisions and grow their wealth.The ideal candidate will have 2+ years of experience in sales or advisory roles within financial services, possessing strong...

Executive Director for Wealth Management SolutionsDrive business growth by delivering exceptional wealth management services to ultra high net worth individuals and their families.Key Responsibilities:Lead the development, implementation, and maintenance of comprehensive wealth management strategies that meet the unique needs of our clients.Provide expert...

Proposal Support SpecialistThis role involves working with a hybrid schedule, requiring at least three days a week in the office.Bid Management and ProductionThe team manages proposals and enables wins for key businesses, including US Wealth Investments. The purpose of this role is to provide proposals support and independently manage production of...

Job Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Hyderabad/ Bangalore/ chennaiExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1. Develop and provide solutions to the client's basis their requirements2. Conduct timely and regular follow-up with the leads...

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...

Leading a pioneering initiative in wills and trusts planning is an exciting opportunity for an experienced TEP Practitioner and private client solicitor to shape and scale our legal function.This senior role involves collaborating closely with financial advisers and tax specialists to design and implement effective estate planning solutions for...