High Net Worth Financial Advisor

Senior Relationship Manager PositionWe are seeking a skilled and experienced Senior Relationship Manager to serve as a trusted advisor to our clients in the fintech industry.The ideal candidate will have a deep understanding of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented...

Job Title:Wealth ManagerAbout the Role:The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting company alternate investment opportunities.Key Responsibilities:Investor Acquisition:Identify, connect, and onboard potential investors (high net worth individuals,...

Job Title:Wealth ConsultantAbout the Role:This role focuses on building a qualified pipeline of investors for our Real Estate Fund. We are seeking a motivated Wealth Consultant with 1–3 years of experience in lead generation from High Net-Worth Individuals (HNIs). This professional will be responsible for identifying and reaching out to HNI clients...

We are seeking a highly skilled and experienced Wealth Strategist to join our team. As a Wealth Strategist, you will play a crucial role in acquiring affluent and super-affluent clients.Key Responsibilities:To acquire high net worth individualsTo maintain client relationships and generate assets under management from preferred clients To advise clients on...

Financial Advisor OpportunityWe are seeking a skilled and experienced Financial Advisor to join our Wealth Advisory team.The role involves trading, order execution, high net worth (HNI) client handling, and cross-selling of wealth and investment products.The right candidate should have hands-on experience in terminal handling, equity and derivative trading,...

Sr Wealth Manager RoleAs a seasoned wealth manager, you will be responsible for cultivating strong relationships with high-net-worth clients to provide tailored investment and wealth planning solutions.Client Engagement: Foster long-term partnerships with a portfolio of high-net-worth clients to understand their financial goals and risk tolerance.Financial...

Delivering exceptional wealth management expertise to high net worth clients is a critical role within our organization. This position requires an individual with a strong background in financial planning, combined with excellent communication and relationship-building skills.As a Wealth Manager, you will be responsible for creating personalized financial...

Job DescriptionWe are seeking a Senior Relationship Manager to develop and manage client relationships, aligning assets under management (AUM) with clients' financial strategies. Key responsibilities include:Enhancing and acquiring more assets under management (AUM)Aligning AUM with clients' financial goals to minimize risk and maximize returnsReviewing and...

Job Title: Private Wealth ManagerWe are seeking an experienced and skilled Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives.You will provide personalized financial advice and wealth...

About Wealth and Asset Management:We are a new-age, focused wealth and asset management platform in India, catering to high net worth individuals, ultra high net worth individuals, and multi-family offices.Our platform stands on three pillars: unbiased advisory, transparency, and cost-efficiency, offering comprehensive and trustworthy solutions.We are...