Wealth Management Specialist

Job Title: Relationship ManagerAbout the RoleThe Relationship Manager will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Key ResponsibilitiesClient Acquisition and Relationship Management:Acquire and handle a group of high...

At Goldman Sachs, our Asset & Wealth Management division plays a critical role in helping our clients achieve their financial goals. We are seeking a skilled and detail-oriented Asset & Wealth Management Specialist to join our team.Key Responsibilities:Contribute to new business development initiatives by analyzing revenue and profitability of our...

OverviewGoldman Sachs is seeking a skilled Asset & Wealth Management Specialist to join our team. As a key member of our Private Bank Lending group, you will be responsible for evaluating loan applications and providing guidance on lending strategies to clients.ResponsibilitiesEvaluate loan applications and assess credit riskDevelop and maintain...

Job Purpose:As a Relationship Manager at ConsultBae India Private Limited, you will be responsible for building and nurturing strong, long-lasting relationships with high net worth clients. Your primary goal will be to provide expert financial advice and personalized wealth management solutions to help clients achieve their short-term and long-term...

Job Title: Investment CounselorWe are seeking a highly skilled Investment Counselor to join our dynamic team at ARDOR TALENT SOLUTIONS PRIVATE LIMITED. This role is critical for conducting detailed portfolio reviews, acquiring new clients, and supporting business planning efforts.Key Responsibilities:Conduct portfolio reviews for large relationships in...

Job Title: Product Support EngineerStack Wealth is a digital wealth management solution provider in Bengaluru, offering exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth.Role OverviewThis is a full-time on-site role for a Technical Support Engineer at...

Transforming Asset and Wealth Management with Data InsightsGoldman Sachs seeks an experienced Data Analytics Specialist to join our Asset and Wealth Management team. As a key member of our operations, you will be responsible for delivering business and artificial intelligence analytics initiatives that drive value and growth.Key Responsibilities:Develop and...

Job Title: Senior AssociateJob Summary:As a Senior Associate at DBS Bank, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients, having a total relationship value of INR 30 lakhs, through a need-based approach. You will ensure client coverage and product penetration through...

Role OverviewAs an Asset & Wealth Management Specialist at Goldman Sachs, you will play a critical role in helping clients and customers around the world achieve their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including...

Role OverviewWe are seeking a skilled Senior Wealth Underwriting Specialist to support the performance and overall effectiveness of our team and cross-group administrative operations within the Wealth Underwriting functional area.Key ResponsibilitiesProvide feedback and present ideas for improving or implementing processes and tools with functional area...

Wealth Management at Goldman SachsAt Goldman Sachs, our Wealth Management business empowers clients and customers to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and services to ultra-high net worth and high net worth individuals, as well as family offices, foundations, endowments, and...

About Us4S Advisory is a leading provider of wealth management services, helping high-net-worth and ultra-high-net-worth individuals achieve their financial goals.About the RoleWe are seeking an experienced and strategic wealth manager to join our team. As a Head/Sr Relationship Manager, you will be responsible for building and maintaining strong...

About this role:We are seeking a highly skilled and experienced Lead Wealth Underwriting Assistant to join our team at Wells Fargo Bank.This role is responsible for supporting the performance and overall effectiveness of a team and cross-group administrative operations within the Wealth Underwriting functional area.The ideal candidate will have 6+ years of...

Job Title: Branch Manager - Private Client GroupPrabhudas Lilladher Private Limited is a leading financial services organization with a presence in stock broking, investment banking, and corporate advisory services. We have been in the business for over 80 years.The ideal candidate will be responsible for leading a branch office, driving business growth, and...

At Dezerv, we are revolutionizing the world of investing for high net worth individuals.With a team of expert bankers and a wealth management business that has managed over USD 7 billion in assets, we have decades of experience in providing bespoke investment solutions.We understand that investing can be stressful and emotional, which is why our goal is to...

Wealthy - Unlock Your PotentialAs a Senior Financial Advisor - Growth Opportunity at Wealthy, you will play a pivotal role in shaping the future of our clients' financial lives. With a strong focus on entrepreneurial mindset and a client-centric approach, you will be empowered to deliver the best solutions to our clients.What We OfferA dynamic and supportive...

Job Purpose: As a Senior Wealth Management Leader, you will be responsible for leading all wealth management activities within the assigned territories/area, ensuring the attainment of revenue and market share goals, establishing the Tata Capital Wealth Management brand, and delivering exceptional services to HNI and ultra HNI clients.Responsibilities:Client...

Asset & Wealth Management OperationsWe are seeking a highly skilled and detail-oriented professional to join our Asset & Wealth Management Operations team. As a client onboarding specialist, you will be responsible for ensuring seamless front-to-back onboarding of new clients, working closely with internal and external stakeholders to obtain relevant...

We are seeking a skilled Senior Wealth Manager to join our team at Feufo Inc. As a key member of our wealth management team, you will be responsible for building and preserving trusting relationships with our customers.You will be expected to outperform our competition and maintain our company's positive image. To succeed in this role, you should be an...

Wealth Management and Private Lending ExpertiseAt Goldman Sachs, our wealth management and private lending teams work together to provide clients with comprehensive financial solutions. As a Wealth Management and Private Lending Expert, you will be responsible for evaluating risk and economic implications of transactions, using strong analytical and...