Wealth Portfolio Specialist

About 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...

About 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...

Company 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...

We'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...

Key Responsibilities:Monitor and address HNI and UHNI clients' banking and investment requirementsHelp clients achieve their financial goals through strategic portfolio analysis and suggesting suitable investment productsEssential Skills and Qualifications:Min 2+ years relevant experience in Banking and Wealth domainMBA/ PGDM or relevant degreeAcumen towards...

Job DescriptionWe are seeking a seasoned professional to fill the role of Senior Wealth Management Specialist. This individual will be responsible for delivering exceptional wealth management services to high net worth clients.The ideal candidate will have a proven track record in selling large portfolios, managing high-value relationships, and providing...

At a financial services firm, we are seeking an investment portfolio specialist to drive business growth.Job PurposeWe aim to deliver exceptional investment solutions and advisory services to clients. As a seasoned professional in wealth management, you will possess a deep understanding of the financial markets.Provide expert guidance and advice on...

We are seeking a skilled professional to build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.Key responsibilities include providing personalized financial advice and wealth management solutions based on client needs and risk appetite. Regular portfolio reviews and performance updates will...

Job Description: Relationship Manager - WealthExperienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments.Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...

Job Title:">Wealth Solutions Specialist Job Summary:">This role is responsible for managing relationships with high net worth clients, offering tailored financial solutions and driving investments into insurance products. The incumbent will require strong financial acumen, excellent interpersonal skills, and a deep understanding of wealth management...