Highly Experienced Wealth Portfolio Manager
3 days ago
We are seeking an exceptional individual to fill the role of Highly Experienced Wealth Portfolio Manager. As a key member of our team, you will be responsible for managing a portfolio of affluent clients, providing them with tailored financial solutions and expertise.
About the RoleThis is a challenging yet rewarding opportunity for someone who is passionate about delivering exceptional customer service and building long-term relationships. The successful candidate will have a strong background in finance, excellent communication skills, and the ability to work effectively in a fast-paced environment.
Key Responsibilities- Manage a portfolio of high-net-worth clients, providing personalized advice and guidance on investment opportunities.
- Develop and implement comprehensive financial plans that meet the unique needs and goals of each client.
- Collaborate with cross-functional teams to identify new business opportunities and expand our client base.
- Maintain up-to-date knowledge of market trends and regulatory requirements to ensure compliance and optimal performance.
To succeed in this role, you will need:
- A degree in finance or a related field.
- Minimum 5 years of experience in wealth management or a related field.
- Excellent communication and interpersonal skills.
- A strong understanding of financial markets and instruments.
In return for your hard work and dedication, we offer a competitive salary of $120,000 per year, as well as a range of benefits including:
- A comprehensive bonus scheme.
- Opportunities for professional development and growth.
- A dynamic and supportive work environment.
-
Private Wealth Manager
1 day 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...
-
Financial Services Professional
2 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...
-
Wealth Management Expert
19 hours ago
Mumbai, Maharashtra, India Equentis Full time**Role Highlights:Equentis is looking for a highly skilled Private Wealth Advisor to manage high net worth individual portfolios in Mumbai. The ideal candidate will have experience in wealth management, private banking, or related fields.**Responsibilities Include:**- Acquiring new HNI clients and expanding the existing portfolio.- Building a sales funnel...
-
PCG Wealth Portfolio Manager
2 weeks ago
Mumbai, Maharashtra, India Kotak Mahindra Bank Full timeJob SummaryWe are seeking a highly motivated and results-driven PCG Wealth RM to join our team at Kotak Mahindra Bank.About the RoleThe successful candidate will be responsible for selling Equity based investment products to our Wealth customer base, leveraging their excellent servicing skills and conflict management abilities to drive business growth and...
-
Wealth Management Professional
2 weeks ago
Mumbai, Maharashtra, India Waytogo Consultants Full timeWe are seeking a highly skilled Wealth Relationship Manager to join our team at Waytogo Consultants. As a key member of our financial services department, you will play a vital role in building and maintaining strong relationships with clients, providing personalized wealth management services that meet their unique needs and goals.About the RoleThis is a...
-
Equentis Portfolio Manager
20 hours ago
Mumbai, Maharashtra, India Equentis Full time**About the Role:**Equentis invites applications for a Private Wealth Advisor position in Mumbai. As a key member of our team, you will be responsible for managing high net worth individual portfolios and providing expert advice on wealth management.**Key Accountabilities:**- Identifying and acquiring new wealth clients, focusing on affluent and...
-
Wealth Relationship Manager
3 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...
-
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...
-
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...
-
Mumbai, Maharashtra, India Nuvama Wealth Full timeWe are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...
-
Elite Wealth Strategist
5 days ago
Mumbai, Maharashtra, India Waytogo Consultants Full timeJob SummaryWe are seeking a highly skilled and experienced Elite Wealth Strategist to join our team at Waytogo Consultants. As a key member of our Private Wealth Management department, you will be responsible for building and maintaining long-term relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients.About the RoleThis is an...
-
Wealth Management Director
4 hours ago
Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time**Job Summary:** Wealth Management DirectorVirtuous Advisors & Resources Private Ltd is a leading financial services conglomerate seeking a highly experienced Wealth Management Director to lead our wealth management team. As a seasoned professional with 8-15 years of experience in Investment Advisory/Wealth management, you will be responsible for driving...
-
Wealth Management Analyst
20 hours ago
Mumbai, Maharashtra, India Astaguru Auction House Private Limited Full timeWealth Manager PositionEstimated Salary: ₹1,500,000 - ₹2,000,000 per annum.AstaGuru Auction House Private Limited seeks a highly skilled Wealth Management Analyst to join our team. As a Wealth Management Analyst, you will be responsible for conducting in-depth research on investment products, financial markets, economic trends, and asset classes to...
-
Wealth Management Specialist
3 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.
-
Portfolio Development Manager
1 day ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeAbout the RoleWe are looking for a highly skilled Portfolio Development Manager to join our team at Abakkus Asset Manager Private Limited. The successful candidate will be responsible for managing our portfolio of investments, working closely with our investment team to identify opportunities and manage risk.The ideal candidate will have a deep understanding...
-
Portfolio Management Director
1 week ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeAbout Abakkus Asset Manager Private LimitedAbakkus is a leading alpha-focused asset manager managing over INR 37,000 crores in public markets and private equity strategies. Our offerings include Alternative Investment Funds across all three categories, Portfolio Management Services, Advisory Services for Domestic and Global Investors.In just six years of...
-
IT Security Specialist for Wealth Management
2 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...
-
Financial Wealth Manager
3 hours ago
Mumbai, Maharashtra, India Virtuous Advisors & Resources Private Ltd Full time**Job Overview:**Virtuous Advisors & Resources Private Ltd is seeking a highly skilled Financial Wealth Manager to join our team. As a key member of our wealth management division, you will be responsible for providing expert advice and guidance to high net worth individuals and families.Key Responsibilities:Analyze client data and create personalized...
-
Portfolio Management Services Lead
5 days ago
Mumbai, Maharashtra, India Abakkus Asset Manager Private Limited Full timeWe are seeking an experienced Portfolio Management Services Lead to join our team at Abakkus Asset Manager Private Limited. In this role, you will be responsible for overseeing the development and launch of new investment products under PMS and AIF structures.As a Portfolio Management Services Lead, you will engage with key clients and stakeholders to...