Strategic Wealth Manager

Unlock Global Investing OpportunitiesAs a seasoned professional, you will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the...

Job OpportunityWe are seeking a seasoned professional to join our team as Senior Vice President of Wealth Management. This individual will be responsible for directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.Key ResponsibilitiesEstablish...

Job Title:Private Banking ExpertWe are seeking a highly skilled Private Banking expert to lead the successful implementation of a Digital Wealth platform. The ideal candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer...

Wealth Consultant RoleIn our ongoing pursuit of excellence in wealth management, we are seeking a skilled Wealth Consultant to join our team. As a key player in lead generation from High Net-Worth Individuals (HNIs), this role involves building a qualified pipeline of investors for our Real Estate Fund.Key Responsibilities:Develop and execute strategies for...

Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.Key Responsibilities:Provide tailored advice to clients to help them achieve their financial goals.Develop and...

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

We are seeking a dynamic Wealth Manager to join our team. This role will involve managing client relationships, providing investment advice, and delivering exceptional customer service.The ideal candidate will have 2-3 years of experience in wealth management, mutual funds, or equity, with a proven track record of handling high net worth clients.They will be...

About the RoleThis role is instrumental in acquiring High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) as clients and building a strong relationship with the bank.Identify and acquire new private banking clients to generate fee income.Nurture and manage end-to-end customer relationships for private customers by fulfilling their...

About Our Wealth Team:We're reimagining wealth management for India's emerging affluent. Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.Our team has deep experience across finance, product, and technology, backed by world-class investors.Since our inception, over 100,000 clients...

Proposal Specialist RoleA highly skilled and experienced individual is sought to join our Sales Enablement team. This role will be based in Gurugram and involves working on a hybrid basis, with a requirement of at least three days a week in the office.The successful candidate will be responsible for providing proposals support and independently managing the...