Wealth Advisory Specialist

We're seeking a highly motivated Wealth Management Specialist to join our team at Neo Wealth and Asset Management. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About Nuvama: Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2, 00, 000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Position Title : Sr Manager / AVP Function: Advisory Location: Mumbai Qualifications: CFA must, preferably with CA professional qualification OR MBA with specialization in Finance (Full Time, premium B schools) Work Experience (highlight) : 5-7 years in Advisory role with Wealth Management firms Core Purpose of the Role : ...

We are seeking a highly skilled Tax Advisory Professional to join our team at Neo Wealth and Asset Management. This role involves providing Domestic and Overseas Tax Advisory services across Company Management Tax, Individual Tax, Corporate Tax, Section 8 companies, Family and Charitable Trust Tax for our domestic and NRI clients.Key Responsibilities:Advise...

Company Overview: Ares Wealth Management Solutions is a leader in wealth management, driven by our commitment to shared prosperity and a better future. Our team is guided by core values that foster a collaborative and inclusive work environment.Job Description: We are seeking a Senior Associate to assist in building client materials and marketing prospects....

Key HighlightsWe are seeking an experienced HNI Advisory Specialist to join our team. In this role, you will be responsible for providing expert advice to HNIs and Ultra HNIs on currency and commodity products, creating revenue and activating clients through effective advisory services.About the RoleAs an HNI Advisory Specialist, you will be responsible...

Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment firm.The business...

**About Karyarth:**Karyarth is a renowned financial services provider dedicated to delivering exceptional wealth management solutions. Our team of experts works closely with clients to understand their unique needs and goals, providing personalized advice and guidance to help them achieve financial success.Job Responsibilities:Develop and implement effective...

Role: Wealth ManagerQualification: Graduate ( M BA)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 companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA + Up to 6 LPA...

Job DescriptionRole: Wealth ManagerQualification: Graduate ( M BA)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 companies policy)Age Up to 40 YearsInterview Round: 2 Rounds of InterviewsCTC: 15 LPA 18 LPA...

Location : Lower Parel, Mumbai Position: Wealth Manager Private Wealth. Broader Role / Responsibilities: Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up the sales funnel via Client...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...

Job DescriptionWe are seeking a skilled Tax Specialist to join our team. This role involves providing Domestic and Overseas Tax Advisory, Tax Compliance and Strategic Planning services across Company Management Tax, Individual Tax, Corporate Tax, Section 8 companies, Family and Charitable Trust Tax for our domestic and NRI clients.Key Responsibilities:-...

Key responsibilities Client Portfolio Management: Oversee existing portfolios and onboard new HNI/UHNI clients. Business Development: Identify, prospect, and engage with HNI/UHNI clients and Family Offices, driving sales across PMS, AIF, MF, equity, and alternative investments. Sales Strategy Implementation: Develop and execute strategies to enhance...

Job OverviewAt The Financialist, we seek a skilled and innovative professional to join our advisory team as a Principal Wealth Advisor. This role entails providing expert investment guidance to clients, aligning with the principles of financial planning and considering their risk profile, goals, and milestones. Our ideal candidate will assess clients'...

The deVere Group is a global leader in the provision of independent financial services, with a reputation for excellence and a commitment to delivering personalized solutions to its clients. As a Wealth Management Expert, you will play a key role in helping us achieve our vision of becoming the world's largest and most successful independent financial...

Company DescriptionGoldStandard Wealth is a SEBI Registered Portfolio Management startup focused on democratizing portfolio management. The company caters to eligible individuals, offering them a foundation to launch their Fund Management careers without any net-worth criteria and technological & physical infrastructure requirements. So whether you're a...

At Neo Wealth and Asset Management, we're looking for a Financial Regulatory Expert to contribute to our team's success. As a key member, you'll be responsible for providing expert advice on Domestic and Overseas Tax Advisory services.Job Overview:Provide comprehensive tax advisory services to corporates, individuals, families, trusts, domestic, and NRI...