Senior Wealth Manager

Role Overview:We are seeking a Senior Wealth Manager to join our team.Key Responsibilities:Build and manage relationships with high net worth individuals (HNIs) and family offices.Develop and execute investment strategies, providing expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...

Job Title: Wealth Management Test Engineer.Location: Trivandrum, KeralaExperience: 3 to 7 YearsJoining: Immediate Joiners PreferredEmployment Type: Full-TimeJob Description:We are seeking a skilled and detail-oriented Test Engineer with strong experience in Wealth Management domain and Avaloq systems. The ideal candidate will be responsible for end-to-end...

Product Training SpecialistAbout the Role:We are seeking a dynamic and experienced Product Trainer to join our organization. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required to serve...

Financial Services AssistantOur organization is seeking a highly motivated and detail-oriented Financial Services Assistant to join our team. As an intern, you will gain hands-on experience in client servicing and wealth management, with opportunities for professional growth.Support various client servicing and operational functionsAssist with onboarding,...

Financial Advisor - Wealth ManagementWe are seeking a highly skilled and client-focused Financial Advisor to join our Wealth Management team.The successful candidate will have hands-on experience in financial markets, investment products, and portfolio management. Key responsibilities include:Providing end-to-end investment advisory services to high net...

Job Overview:We are seeking a seasoned wealth professional with a strong background in the stock broking industry to assume this key role.Responsibilities:Develop and maintain relationships with clients to understand their investment objectives and risk tolerance.Provide tailored investment advice and recommendations to clients based on their individual...

Our company offers high net worth clients personalized wealth management services. These solutions are designed to meet their unique financial needs and goals.Key Responsibilities:We identify and address our clients' financial requirementsDevelop tailored wealth management strategies for each clientProvide investment guidancePerform tasks such as financial...

Job Title: Portfolio StrategistPosition OverviewThe Portfolio Strategist plays a pivotal role in delivering personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their portfolios align with their long-term objectives.Key...

Financial Advisor OpportunityWe are seeking a skilled and experienced Certified Financial Planner to serve as a trusted advisor to our clients.About the Role:In this key position, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster...

Job DescriptionThe Private Banker will oversee day-to-day financial planning, investment management, and asset allocation responsibilities. This role involves collaborating closely with clients to comprehend their financial objectives, providing personalized guidance, and ensuring the effective management of their wealth.The Private Banker will also work in...