Senior Wealth Management Strategist

Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

Job TitleSenior Wealth StrategistWe are seeking a seasoned Senior Wealth Strategist to join our team of financial experts.Job DescriptionThe ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing expert financial advice and personalized wealth management solutions.Main...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Wealth StrategistCreate a global investment portfolio with our data-driven platform, empowering you to make informed investment decisions. Our cutting-edge technology and expert research help you navigate complex markets.Key responsibilities include:Develop and Implement Investment Strategies: Utilize our global market insights to craft tailored wealth...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

Location:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...

Job Title: Senior Relationship ManagerKey Responsibilities:Build and manage relationships with family offices, UHNIs.Offer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment trusts within a ₹5 Cr - ₹50 Cr ticket size range.Expand the wealth management...

Company DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth...

Job DescriptionCompany DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by Vasudhaiva Kutumbakam, which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at...

Responsibilities:* Acquire new HNIs through strategic networking.* Handle existing HNI clients with exceptional service.* Onboard HNIs and guide them for their wealth planning.