Senior Wealth Manager

Client Service SpecialistJob Summary:Frontier Wealth is offering a paid internship opportunity for a motivated and detail-oriented Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management, with a strong possibility of a full-time role based on performance.Key...

Job TitlePrivate Wealth ManagerJob DescriptionThis is a full-time on-site role for a Private Wealth Manager. The Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions.Daily tasks include financial...

Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach...

Service Delivery LeaderWe are seeking an experienced Service Delivery Leader to manage large-scale operations across Banking, Financial Services, and Insurance.The ideal candidate will lead end-to-end Service Delivery Management for global banking and financial clientsManage a large delivery team with 200+ employeesDrive automation and process improvements...

Seeking a skilled Wealth Product Trainer to deliver comprehensive training sessions on wealth management products, solutions and services tailored for High Net Worth Individuals and institutional clients.Job OverviewThe ideal candidate should have a strong understanding of wealth management products, solutions and services. They will be responsible for...

Job DescriptionAs a Wealth Management Professional, you will be responsible for acquiring and managing High Net Worth (HNI) clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, Mutual Funds, Structured, and Real Estate products.Manage and analyze client portfolios for performance and profitability.Drive cross-selling,...

Job OverviewYou will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives.About the RoleAs a key relationship manager, you will leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments,...

We are seeking a skilled Wealth Manager to join our team. As a key member of our department, you will be responsible for building and maintaining strong relationships with High Net-Worth Individuals (HNIs).This role involves client acquisition, portfolio advisory, and relationship management, ensuring that every client receives customized financial...

Senior Risk ProfessionalThis role is a key position within the investment management organization, responsible for identifying and mitigating various types of risk.Main Responsibilities:Collaborate with senior leadership to develop and implement risk management strategies, including analyzing potential risks and evaluating investment portfolios.Evaluate...

Business Development ManagerWe are seeking a highly motivated and experienced Business Development Manager to join our team in Gift City, Gandhinagar. This is an exciting opportunity for a results-driven professional to drive business growth and expansion in the Wealth Management and Private Markets sectors.The ideal candidate will possess excellent...