Senior Wealth Manager

Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an...

Unlock Your Potential in Wealth Management">About the Role:">We are seeking an experienced Investment Counsellor to join our team. As a key member of our wealth management division, you will be responsible for converting clients for cross-selling from existing clients and meeting AUM targets.">Key Responsibilities:">Convert clients for cross-selling from...

We are seeking a seasoned Relationship Manager to join our team. As a leading firm in private wealth management, we offer data-driven financial strategies that create, protect, and transmit wealth transparently.The successful candidate will have strong relationship-building skills, excellent communication abilities, and a proven track record of aligning...

Company Description GDFS Group emerged in Odisha during the 2008 market crash, starting with GD Financial Solutions Private Limited to bridge the gap between investors and markets. Through a long-standing strategic partnership with Motilal Oswal Financial Services Limited, GD Financial Solutions has solidified its place as a top franchise. Over time, the...

Strategic Wealth ManagerWe offer a transparent, data-driven approach to financial success.Our team fosters a culture of trust and collaboration, with a focus on simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs).Align assets under management as per clients' financial strategies to reduce risk and...

Job Title: Senior Wealth Manager">Job Role: Wealth ManagerIndustry: BFSI Sales, BankingLocation: Mumbai, Navi Mumbai, Delhi, KolkataResponsibilities:Primary selling of Equity based investment products.Identifying customer needs, assessing their risk appetite and providing them investment options.Achieving targets as assigned by the organization on a monthly...

Job Role:The Preferred Relationship Manager is the key liaison between our organization and affluent clients. This position requires developing strong relationships with high net worth individuals and providing exceptional service to maintain their loyalty.Key Responsibilities:Identify and acquire new affluent clientsMaintain existing client relationships...

Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and transmitting...

Unlock Global Investing OpportunitiesElevate your career by driving the development and expansion of our wealth management division.This role requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the ability to lead a team of relationship professionals.Key Responsibilities:Develop and implement our...

Company Description Anand Rathi Wealth Limited (ARWL), a NSE 500-listed company, has been simplifying wealth creation for High-Net-Worth Individuals (HNIs) and Ultra-High-Net-Worth Individuals (UHNIs) since 2002. As a leading firm in private wealth in India, we offer data-backed, objective-driven financial strategies, creating, protecting, and...