Strategic Wealth Advisor

Wealth Management Career OpportunitySeeking experienced professionals to join our wealth management team. As a key player, you will be responsible for acquiring and retaining affluent clients, focusing on their investment needs and overall financial portfolios.Key Responsibilities:To advise high-net-worth clients on investment strategies, manage their...

Financial Planner RoleThe role of Financial Planner involves managing client relationships and providing personalized financial planning, working closely with clients to understand their financial goals, and ensuring effective wealth management.Key Responsibilities:Develop tailored financial plans for high-net-worth clientsCollaborate with other partners to...

Senior Wealth StrategistWe are seeking an experienced Senior Wealth Strategist to manage a portfolio of high-net-worth clients. This key role involves developing and implementing tailored wealth management solutions, offering investment advisory services, and providing strategic guidance to our esteemed clients.The ideal candidate will have a proven track...

At Ikashi Wealth, we are expanding our relationships department and seeking dynamic professionals who can engage with high net-worth individuals (HNIs) and provide high-quality wealth management services.The role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial strategies...

Senior Business Development ManagerWe empower wealth advisors to manage over ₹5 Lakh Crore in Mutual Funds through our leading SaaS platform. As we scale, we're looking for a senior professional to drive strategic growth and deepen our market presence across the wealth management ecosystem.

Private Wealth AdvisorJoin us to build a rewarding career as a Private Wealth Advisor, working closely with high-net-worth individuals to understand their financial goals and objectives. Our team is passionate about delivering exceptional client experiences and driving business growth through strategic wealth management solutions.As a Private Wealth Advisor,...

Job DescriptionWe are seeking a Strategic Governance Advisor to join our team. In this role, you will play a key part in supporting research, analysis, and the development of state and national manifestos and policy recommendations.ResponsibilitiesResearch and Analysis: Conduct background research, gather data, and support preparation of actionable reports...

Private Banking OpportunitiesWe are seeking a seasoned Relationship Manager to join our team and drive growth in the Private Banking sector.The ideal candidate will have extensive experience in wealth management, with a proven track record of acquiring and retaining high-net-worth clients.Key Responsibilities:Develop and maintain relationships with existing...

Strategic Partnership ManagerWe specialize in creating and maintaining long-term relationships with high-net-worth individuals to deliver customized wealth creation solutions.Key Responsibilities:Develop and implement strategic plans to acquire and retain assets under management.Collaborate with clients to understand their financial goals and objectives,...

Product Trainer - Wealth Products Job DescriptionA trusted advisor for High Net-Worth Individuals, Family Offices, Corporate Treasuries, and Institutions across the country specializes in wealth management and fixed income broking and distribution with a 360-degree approach to address client needs. Our core practice of fair dealing complements our motto...