Personal Wealth Manager

About the RoleWe are seeking a talented and self-motivated individual for Portfolio Management - Wealth Manager position. This is an exceptional opportunity to work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.

Join Our Team of Financial ExpertsWe are expanding our Relationships Department and seeking dynamic professionals who can engage with High Net-Worth Individuals (HNIs) and provide high-quality wealth management services. The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized...

Seeking a seasoned Wealth Strategist to acquire affluent clients through tailored investment advice and relationship management. A key responsibility includes managing client relationships, generating assets under management from preferred clients, and advising on investments to optimize their financial portfolios.Key Qualifications:Minimum 3-5 years of...

Our organization seeks a highly skilled and experienced wealth manager to join our team. A Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.">Daily tasks includeFinancial planning and estate...

Job Title:AI and Sustainability ExpertWe are seeking an experienced speaker, trainer, or educator to deliver a corporate-level learning session focused on the intersection of AI technology and responsible practices, sustainability, financial, and digital wealth management.The ideal candidate will have a deep understanding of the topic and be able to deliver...

Job Title Personal Assistant Location Vellore Job Summary As a Personal Assistant PA to MD you will provide administrative and secretarial support to ensure effective management of daily tasks and operations You will be responsible for managing schedules organizing meetings and appointments handling correspondence and prioritizing tasks in a...

Job TitleAbout EarthfulWe are an FMCG company focused on health and wellness. Our founders have a wealth of experience across multinational companies and startups.About the RoleWe seek a full-time designer to manage all brand collateral and editing work.ResponsibilitiesCreate visual identity for all brand materials: website banners, packaging design, social...

We are seeking a seasoned compliance expert to lead our efforts in AIF/PMS/Fixed Income compliance.The ideal candidate will have a strong background in securities market and financial products, including portfolio management, broker dealers, investment advisors, wealth managers, and research analysts.Responsibilities include coordinating with clients for...

Job OpportunityWe are seeking a skilled professional to join our team in managing private markets solutions. As a Portfolio Manager, Private Markets, you will be responsible for co-managing private markets solutions end-to-end in partnership with internal teams and external managers.Responsibilities:Support portfolio construction and asset allocation across...

Manager Investment and performance reportingPlease Note: We are looking for Mumbai based Candidates.Who is Private Client Resources (PCR)? PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient, and scalable...