Wealth Manager

Role: Relationship Manager - WealthWe seek a seasoned wealth manager with expertise in relationship management, wealth creation, and financial markets to drive business growth.

We are seeking an experienced professional to manage wealth for high-net-worth individuals.Key Responsibilities:Acquiring and maintaining client relationshipsProviding personalized investment advice and managing financial portfoliosAnalyzing market trends to identify opportunities for new client acquisition and growthRequirements:Strong communication and...

We are seeking a seasoned Wealth Strategist to join our high-performing team. In this pivotal role, you will build and maintain strong relationships with High Net Worth Individuals (HNIs) and deliver personalized wealth management services that meet their evolving financial goals.As a key member of our Relationships Department, you will be responsible...

Senior Private Wealth AdvisorWe are seeking an experienced and skilled Senior Private Wealth Advisor to join our team.The ideal candidate will have a strong track record of success in acquiring and retaining high net worth clients, with a deep understanding of wealth management products and services.Responsibilities:Build and maintain long-term relationships...

Job OpportunityWe are seeking a seasoned Product Trainer to join our organization and play a crucial role in the development of our wealth products.The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management solutions, tailored for high net-worth individuals and institutional clients. They will also provide...

The Sales Enablement team is seeking a talented individual to join their ranks. This hybrid role requires working at least three days a week in the office and involves managing proposals for the US Wealth business.Bid ManagementSales Enablement CoE supports various businesses worldwide, primarily across Proposal & Bid Management, Client Research, and...

Job Title: Wealth ConsultantWe are seeking a skilled professional to join our team as a Wealth Consultant. In this role, you will be responsible for identifying and reaching out to High Net Worth Individuals (HNIs) interested in real estate investments. Your primary objective will be to generate leads through various means such as calls, emails, networking,...

Wealth Development ManagerAt our company, we're rethinking the way India invests. We believe that wealth management should be accessible to everyone, not just a select few.The Role:As a Wealth Development Manager, you will be responsible for building relationships with clients and helping them make informed investment decisions. You will be the face of our...

Job Title: Client Service AssociateWe are seeking a highly motivated and detail-oriented individual to support our client servicing and operational functions.The selected candidate will gain hands-on experience in the wealth management industry, develop practical skills in finance, communication, and tools used in the financial advisory space.This is an...

About UsWe're a cutting-edge wealth and asset management platform in India, catering to high-net-worth individuals and multi-family offices.