Career Opportunities in Wealth Management

Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...

Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

Unlock New OpportunitiesWe're on a mission to redefine how retail investors grow their wealth by giving them access to one of India's most exciting asset classes - media & entertainment financing.Our innovative invoice discounting model offers high-yield, short-term investment opportunities for HNIs and UHNIs in blockbuster movies, web series, and OTT-backed...

As a seasoned leader in wealth management, you will be the face of our business and the first point of contact with clients. You will be responsible for acquiring and managing channel partners, as well as delivering exceptional services to them.Key Responsibilities:To acquire, build, and maintain strong relationships with independent financial advisors...

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Job Title:Senior Manager, Global Wealth OperationsWe are seeking a seasoned professional to lead our global wealth operations team.This is a unique opportunity to transform and create a client-focused and data-driven efficient organization.The ideal candidate will have experience in engaging with clients, advisors, risk officers, and business COOs to...

Global Wealth Management Leader RoleA highly accomplished and seasoned professional is required to lead our Global Wealth Management team. As a key member of the organization, you will be responsible for overseeing the entire wealth management lifecycle, from account opening and maintenance to closure.Responsibilities:Lead and manage a high-performing Global...

Product Trainer - Wealth ProductsWe are seeking a dynamic and experienced Product Trainer – Wealth Products to join our team. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to quickly become profit centers while ensuring they are equipped with the knowledge, tools, and certifications required...

Leadership Role in Global Wealth ManagementThis leadership position is focused on spearheading global wealth management operations with an emphasis on brokerage and fiduciary services. The successful candidate will be responsible for leading teams to redefine operating models, drive front office strategies, and enhance client engagement.Managing the...

Job DescriptionCompany DescriptionJ2 Wealth is one of the fastest-growing private wealth management firms in India, managing over Rs. 2,500 crores in client assets. We help affluent individuals achieve their financial goals by preserving, protecting, and growing their legacy. Our forward-thinking approach allows us to craft strategies that convert market...