Senior Wealth Strategist

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...

We're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...

Job Title: High Salary Senior Wealth ManagerThis is an excellent opportunity to join a reputable wealth management firm in Mumbai. As a senior wealth manager, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with high net worth individuals and corporate clients.Key Responsibilities:Analyzing financial...

Wealth Management Director Job DescriptionThis is a senior leadership role in the Wealth Management division, responsible for driving financial growth and delivering comprehensive financial solutions to high-net-worth individuals and families.

Senior Wealth AdvisorNuvama Wealth Management is one of India's leading wealth and asset management firms. The role requires the candidate to be proficient in financial markets and wealth management.We are looking for a seasoned Relationship Manager who shall be responsible for monitoring and addressing HNI and UHNI clients' banking and investment...

As a senior wealth manager, you will play a pivotal role in driving revenue growth and achieving defined sales objectives. Your primary responsibility will be to establish and nurture relationships with existing high net worth clients, increasing their share of wallet and revenues.Key Responsibilities:Achieve sales targets by identifying and acquiring new...

Strategic Leadership Position in Wealth ManagementThis role is pivotal in driving business growth and delivering holistic wealth solutions to high net worth individuals.The ideal candidate will be responsible for defining and leading the strategic direction of the wealth management practice, building, managing, and scaling high-value client relationships,...

As a wealth strategist, you will play a pivotal role in helping high net worth individuals and ultra high net worth individuals achieve their long-term financial goals.Key ResponsibilitiesEstablish and maintain strong relationships with clients to drive business growth and meet performance targets.Responsible for selling various financial solutions such as...