Senior Wealth Advisor

Drive Business GrowthCultivate relationships with high net worth individuals, grow assets under management, and provide expert investment advice to enhance portfolios. Collaborate with product teams to research markets and organize events to fuel business growth.Desired Candidate ProfileExperienced wealth advisor with expertise in investments, markets, and...

Job Title: Strategic Wealth AdvisorWe are seeking a highly skilled Strategic Wealth Advisor to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...

Key ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting Affluent & Super Affluent segments. The ideal candidate will cultivate relationships, grow Assets Under Management (AUM), advise on investments, and enhance portfolios.RequirementsThe successful candidate will have expertise in investments, markets,...

About CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. With a team of experienced professionals, including CAs, CFAs, CFPs, and MBAs, we provide comprehensive financial solutions to our clients.Role and ResponsibilitiesAs a Wealth Advisor at Corenza, you will be responsible for...

Job Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...

Job Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...

Job Title: Senior RM WealthAbout the Role:We are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management industry.Key...

Job Title: Senior Content StrategistJob Summary:We are seeking a highly skilled Senior Content Strategist to join our team at Forbes Advisor. As a key member of our content operations team, you will be responsible for developing and implementing a comprehensive content strategy that drives engagement and revenue growth.Key Responsibilities:Develop and...

Job Title: Senior Wealth Relationship ManagerWe are seeking an experienced Wealth Relationship Manager to join our team at Vitasta Consulting Pvt Ltd. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

We are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:Key Responsibilities:Lead the Wealth Management space with 8-12 years of experience.Develop strong leadership and team management skills.Hold an MBA from a premier business school.Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs,...

Job Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...

Job Title: Product Manager - IFA & Distributor ChannelCompany: InCred Value Plus Pvt. Ltd.Location: Andheri, MumbaiWork Experience: 6+ years of experienceCompany OverviewInCred Value Plus is a leading financial services company that offers a comprehensive suite of financial products, including Mutual Funds, PMS, AIF, listed and unlisted bonds, Market linked...

Key Responsibilities Drive the acquisition of High Net Worth (HNW) clients by focusing on the Affluent and Super Affluent market segments. Build and nurture client relationships, increase Assets Under Management (AUM), provide investment advice, and enhance client portfolios. Conduct market research, collaborate with product development teams, and...

Job Title: Product Manager – IFA & Distributor ChannelCompany: InCred Value Plus Pvt. Ltd.Location: Andheri, MumbaiWork Experience: 6+ years of experienceCompany OverviewInCred Value Plus Pvt. Ltd. is a leading financial services company that offers a comprehensive suite of financial products, including Mutual Funds, PMS, AIF, listed and unlisted bonds,...

Job Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...

Job Title: Virtual Wealth ManagerCompany Overview: Zyvka is a leading boutique wealth firm with a rich history of delivering exceptional wealth management services to clients worldwide.Responsibilities:Develop and maintain strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Create and...

Job Title: Virtual Wealth ManagerZyvka is a rapidly expanding boutique wealth firm with a rich history of cumulative experience among senior management. Our company specializes in wealth creation, preservation, protection, and transmission, catering to both domestic and international clients.Responsibilities:Client Relationship Management: Develop and...

About Neo Wealth and Asset Management:At Neo Wealth and Asset Management, we are seeking a highly skilled Senior Network Architect to join our Infrastructure team. As a key member of our team, you will be responsible for designing, implementing, and managing our network infrastructure, ensuring the highest level of security and performance.Key...

About Cielo TalentCielo Talent is a leading provider of recruitment process outsourcing (RPO) services, dedicated to helping organizations find and hire top talent. Our team of experts is passionate about delivering exceptional results and building long-term relationships with our clients.Job SummaryWe are seeking a Senior Search Consultant to join our team...