Senior Wealth Manager

Job Title: Senior Wealth Management ProfessionalAbout the Opportunity:The role of a Senior Wealth Management Professional involves directly managing high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor position requiring a strong personal network, deep...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Wealth Management Professional">Job Title: Senior Relationship Manager- Wealth Management Solutions">About the Role:">As a seasoned wealth management professional, you will play a crucial role in building and managing relationships with high net worth individuals (HNIs) and family offices. Your expertise in wealth products, structured investments, and...

Wealth Manager PMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

We are seeking a seasoned professional to join our team as a Wealth Manager. This role requires building and maintaining strong relationships with high net worth clients, providing them with personalized wealth management solutions to achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain long-term...

Product Trainer - Wealth ProductsWe are seeking a skilled Product Trainer to join our team. This individual will be responsible for training, mentoring, and enabling new Relationship Managers to become profit centers.The ideal candidate will have proven experience in wealth management or a similar domain and prior experience in training, coaching, or...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

Financial Professional OpportunityAt a leading wealth management firm, we are seeking an experienced professional to join our team and contribute to delivering exceptional client-centric solutions. Our partnership model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.The successful candidate will...

Job OverviewWe are seeking a skilled and client-focused Equity Advisor to join our team.The role involves trading, order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

Role: Financial Planner/Wealth ManagerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax...