Virtual Wealth Strategist

Role OverviewKaryarth is seeking a skilled Wealth Strategist to join our team. As a Wealth Strategist, you will identify customer needs and present tailored solutions to meet their financial goals.Key ResponsibilitiesConduct thorough needs analysis to understand customer objectivesDevelop and present personalized investment strategiesCollaborate with...

Job Title: Virtual Wealth ManagerJob Summary:A Virtual Wealth Manager in India provides financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals. This role is growing in prominence due to advancements in technology, digital banking, and the increasing need for personalized financial...

{"About Us": "Corenza is a digital family office that offers personalized wealth management services to high net worth individuals. Our team of experts provides tailored financial plans to help clients achieve their financial goals.", "Role and Responsibilities": "As a Wealth Strategist, you will work closely with our advisory team to create comprehensive...

Job Title: Virtual Wealth StrategistCompany Information: Zyvka is a leading boutique wealth firm with a rich history of expertise in wealth creation, preservation, and transmission. Our team specializes in catering to both domestic and international clients, providing personalized and efficient service delivery.Responsibilities:Client Relationship...

Overviewi-Qode Digital Solutions Private Limited is a forward-thinking organization that prides itself on delivering innovative solutions to its esteemed clientele.Job DescriptionWe are seeking an exceptional Wealth Strategist to join our team and play a pivotal role in building and maintaining long-term relationships with high net worth individuals.As a...

Job SummaryAs a Digital Marketing Strategist at Spark Capital, you will lead the development and execution of comprehensive digital marketing strategies to drive growth and achieve company goals. This role is responsible for managing and optimizing pay-per-click (PPC) advertising campaigns, creating and implementing SEO strategies, overseeing email marketing...

At Fisdom, we're revolutionizing the wealth management space with cutting-edge technology and conventional wisdom.We partner with banks to offer a 360-degree wealth management platform for mutual funds, HNI products, broking, and insurance. Our goal is to make superior advisory services accessible to all, helping everyone maximize their wealth.We strive to...

Job Title: Virtual Wealth ManagerCompany Overview: Zyvka is a boutique wealth firm dedicated to delivering exceptional wealth management services to clients worldwide. With a rich history of over 150 years of cumulative experience among senior management, we specialize in wealth creation, preservation, protection, and transmission.Responsibilities:•...

At Zyvka, we are seeking a highly skilled Strategic Wealth Manager to join our team. As a key member of our wealth management team, you will be responsible for developing and maintaining strong, long-term relationships with clients through virtual channels, ensuring personalized and efficient service delivery.Key Responsibilities:Client Relationship...

Job Title: Product Manager – IFA & Distributor ChannelCompany: InCred Value PlusKey Responsibilities:Analyse market trends and create a product pipeline with high-potential offerings for the sub-broker platform.Develop and adapt product platforms for the sub-broker network, ensuring optimal product access and management.Lead negotiations with AMCs and...

Job Description for Wealth ManagerRole: Wealth ManagerQualification: Graduate (MBA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to company's policy)Age: Up to 40 YearsInterview Round: 2 Rounds of...

Wealth Manager Job DescriptionKey Responsibilities:Acquire and advise HNI clients, leading affluent and super affluent client bases from existing company pools.Build sales funnels through client meetings or virtual presentations.Conduct and assist in organizing seminars, workshops, and business development activities.Coordinate with product and research...

    Company Overview    i4 Consulting : Reimagining HR Blueprints empowers organisations via technology innovations, impacting talent attraction, employee experience, and productivity. We specialise in customised solutions tailored to organisation needs, especially post-disruption strategies in startups, retail, media, and product-based...

Job OverviewWe are seeking a highly motivated and experienced Fixed Income Market Strategist to join our team at See & Recruit.About the RoleThis is an exciting opportunity for a skilled professional to expand business in the Fixed Income Market, focusing on Mumbai and Ahmedabad. As a Fixed Income Market Strategist, you will be responsible for maintaining...

Job Title: Relationship ManagerAbout the RoleWe are seeking a skilled and experienced Relationship Manager to join our team at ConsultBae India Private Limited.As a Relationship Manager, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth...

Job Title: Regional Wealth SpecialistJob Summary:This is a challenging and rewarding role that requires a strong understanding of financial services and insurance products. The successful candidate will be responsible for managing sales and business objectives, providing personalized financial advice, and identifying opportunities for growth and...

Job PurposeThe purpose of this role is to build and maintain strong, long-lasting relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions.Responsibilities:Client Acquisition and Relationship Management:Acquire and handle a group of high net worth clients, providing them with tailored...

We are seeking a Senior Virtual Relationship Manager to join our team at IIFL Securities. This is a fantastic opportunity for an experienced leader to drive business growth and lead a virtual team in a fast-paced environment.About the RoleThe successful candidate will have a proven track record of managing virtual or remote relationship management teams and...

Job Description9608 Deutsche India Private Limited, Mumbai Branch is seeking a highly skilled Global Wealth Management Specialistto join our team. As a Global Wealth Management Specialist, you will be responsible for client onboarding, periodic KYC reviews, and risk management. The ideal candidate will have a Post-graduate/Graduate degree in Finance,...

About Neo Group:Neo Wealth and Asset Management is a cutting-edge wealth and asset management platform in India, catering to high net worth individuals, ultra high net worth individuals, and multi-family offices. Our core values of unbiased advisory, transparency, and cost-efficiency enable us to provide comprehensive and trustworthy solutions.We have...