Wealth Management Specialist
4 days ago
About the Position
We are seeking a highly skilled Wealth Management Specialist to join our team at Spark Private Wealth. In this role, you will be responsible for providing expert advice and guidance to our clients to help them achieve their financial goals.
Key Responsibilities:
- Develop and maintain a deep understanding of our clients' financial needs and goals.
- Provide expert advice and guidance on investments, wealth management, and retirement planning.
- Work closely with our sales channels to improve performance and deliver strong results.
- Conduct in-depth analysis of market trends and provide recommendations to support our trading activity.
Requirements:
- 15+ years of work experience in wealth management and client advisory services.
- In-depth knowledge of financial markets and instruments.
- Strong analytical skills and good critical thinking ability.
- Logical thinking and excellent verbal & written communication skills.
- NISM Certification is a must.
- Graduate degree with preference for MBA from recognized Universities in India/overseas.
What We Offer
- A competitive estimated salary of ₹ 250,000 - ₹ 450,000 per annum.
- A dynamic and supportive work environment.
- Opportunities for growth and professional development.
-
IT Security Specialist for Wealth Management
3 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo GroupNeo is a cutting-edge wealth and asset management platform in India, catering to high net worth individuals and multi-family offices. We focus on providing unbiased advisory services, transparency, and cost-efficiency to offer comprehensive solutions.Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have amassed over $3 billion in assets...
-
Wealth Solutions Expert
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. We are backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.We serve close to a million customers comprising a diversified set...
-
Regional Leadership Role for Wealth Management
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeAbout Nuvama Wealth - As a leading wealth and asset management firm in India, Nuvama Wealth has an Assets under Advisory (AUA) of over ₹ 2,00,000cr. Backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, Nuvama serves close to a million customers across various segments.Job...
-
Wealth Management Specialist
4 days ago
Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full timeWe are looking for an experienced Wealth Management Specialist to join our team at Astaguru Auction House Private Limited. This role requires a candidate with strong research acumen and excellent analytical skills to support investment decision-making.The successful candidate will have a deep understanding of financial markets, investment strategies, and...
-
Algorithmic Trading Specialist
2 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset ManagementWe are a new-age financial advisory platform, focused on providing transparent, cost-efficient, and unbiased solutions to our clients. Our mission is to empower institutional and retail customers across India to pursue their dreams, while assisting in the country's aspiration for self-reliance and egalitarian prosperity.
-
Wealth Management Specialist
4 weeks ago
Mumbai, Maharashtra, India 0277 Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai Full timeJob OverviewWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team at Deutsche Bank Aktiengesellschaft, Filiale Khar Mumbai. This is an exciting opportunity for a talented individual to leverage their expertise in servicing high net worth clients and driving business growth.
-
Private Wealth Manager
6 days ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeAbout Spark Private Wealth:We are a leading private wealth management firm that provides comprehensive financial services to high net worth individuals and families. Our team of experienced professionals is dedicated to delivering exceptional investment solutions and personalized service to our clients.Job Summary:We are seeking a highly skilled Financial...
-
Private Wealth Advisor
24 hours ago
Mumbai, Maharashtra, India Spark Private Wealth Full timeJob Description: At Spark Private Wealth, we are looking for a talented Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will work closely with clients to understand their financial goals and develop customized investment strategies to achieve those goals. If you have a strong background in finance and excellent communication skills,...
-
Cyber Security Expert for Wealth Management
2 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo GroupNeo Wealth and Asset Management is a pioneering fintech firm in India, catering to high net worth individuals (HNIs), ultra-high net worth individuals (UHNIs) and multi-family offices. Our platform stands on three pillars: unbiased advisory, transparency and cost-efficiency. Founded by Nitin Jain, ex-CEO of Edelweiss Wealth, we have achieved...
-
Financial Services Professional
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob Overview:Nuvama Wealth, a leading provider of wealth management services, is seeking an experienced Wealth Manager to join their digital business team. The ideal candidate will be responsible for catering to the investment needs of clients by providing research-based advice on wealth products, mutual funds, insurance, portfolio management services, and...
-
Cyber Security Lead for Neo Wealth Management
3 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset Management:We are a new-age, focused Wealth and Asset Management platform in India, catering to High Net Worth Individuals (HNIs), Ultra High Net Worth Individuals (UHNIs) and multi-family offices.Our vision is to offer comprehensive, trustworthy solutions by standing on three pillars of unbiased advisory, transparency and...
-
Senior Wealth Management Specialist
4 weeks ago
Mumbai, Maharashtra, India Zeal Hind Groups Full timeAbout the Role:At Zeal Hind Groups, we are seeking a highly skilled and experienced Senior Wealth Management Specialist to join our team. As a key member of our wealth management division, you will be responsible for building and maintaining strong relationships with our affluent and super-affluent clients.About You:To be successful in this role, you should...
-
Cyber Security Specialist for Fintech Firm
3 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeJoin Neo Wealth and Asset Management, a pioneering Wealth and Asset Management platform in India, as a Cyber Security Specialist to secure our digital landscape. With over USD 3 Billion of Assets Under Advice, we're expanding our Infosec team to ensure the integrity of our systems.We're seeking a seasoned Engineer with expertise in managing information...
-
Mumbai, Maharashtra, India ASK Asset & Wealth Management Full timeJob Title:Executive Secretary and Legal Compliance SpecialistAbout the Role:We are seeking an experienced Executive Secretary and Legal Compliance Specialist to join our team at ASK Asset & Wealth Management. This role will be responsible for managing secretarial and legal activities across all entities within our group, ensuring compliance with relevant...
-
Senior Algorithmic Trading Specialist
2 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset ManagementWe are a pioneering asset management and financial advisory platform that empowers clients with transparent, cost-efficient, and unbiased solutions. With a vast diaspora of institutional and retail customers across India, we aim to drive self-reliance and egalitarian prosperity.Our MissionWe are building the next billion...
-
Algorithmic Trading Specialist
3 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time**About Neo Wealth and Asset Management**">At Neo Wealth and Asset Management, we are revolutionizing the world of asset management by providing transparent, cost-efficient, and unbiased solutions to our clients.Our vision is to empower individuals and institutions to pursue their dreams by leveraging our expertise in quantitative trading and asset...
-
Wealth Management Risk Specialist
4 weeks ago
Mumbai, Maharashtra, India 9608 Deutsche India Private Limited, Mumbai Branch Full timeJob OverviewWe are seeking a highly skilled Wealth Management Risk Specialist to join our team at 9608 Deutsche India Private Limited, Mumbai Branch. As a key member of our organization, you will play a crucial role in ensuring the highest standards of risk management and compliance within our Wealth Management division.Key Responsibilities:Risk Management...
-
Wealth Relationship Manager
7 days ago
Mumbai, Maharashtra, India Leading Bank Full timeLeading Bank is seeking a seasoned Wealth Relationship Manager - Portfolio Growth Specialist to join our team. This role offers an exciting opportunity to work with high-net-worth individuals and families, providing tailored wealth management solutions and driving revenue growth.The successful candidate will be responsible for managing a portfolio of 80-100...
-
Financial Product Specialist
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management is a leading wealth and asset management firm in India, with over ₹ 2,00,000 cr. assets under advisory. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm, we serve close to a million customers across affluent individuals, UHNIs, family offices, institutional...
-
Wealth Management Specialist
8 hours ago
Mumbai, Maharashtra, India Yes Securities Limited Full timeJob SummaryThe Investment Planning Expert role is a key position within our firm, requiring a deep understanding of investment products and wealth management strategies. The successful candidate will be responsible for building AUM in products like Mutual Funds - Equities/Debt, PMS, Bonds, AIF, Structured products & Private Equities.Key...