Senior Wealth Management Advisor

Job Role SummaryThis is a full-time position for a Private Wealth Manager, responsible for comprehending and addressing clients' financial needs and goals.Financial Planning and Estate Planning skillsCertified Financial Planner (CFP) designationInvestment Management and Finance expertiseExcellent interpersonal and communication skillsKey...

Job OverviewWe are seeking a skilled professional to fill the position of Wealth Manager. This role requires an individual with experience in client acquisition and relationship management.The ideal candidate will have a proven track record of success in managing high net worth clients, ensuring seamless service delivery.Key responsibilities include...

About the OpportunityWe are seeking an experienced professional to join our team in the Private Banking sector.This role is instrumental in building relationships with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) and acquiring new clients for our bank.About the RoleThe successful candidate will be responsible for selling...

Job Title: Senior Manager/Chief Manager-ComplianceThis is Regarding the Opening for Leading Fund Management Firm as a Senior Manager/Chief Manager-Compliance - AIF/PMS/fixed IncomeLocation: MumbaiExperience: 3-10 in compliance management in AIF/PMS/Fixed income/SEBIWorking Days: 5 Days(WFO)Job Requirements:A Good experience in activities in the securities...

Job Title:Sr. Brand AdvisorAbout the Position:We are seeking an experienced and skilled Brand Advisor to join our team. The successful candidate will possess excellent communication and interpersonal skills, a deep understanding of the luxury industry, and the ability to create a strong positive perception of the brand.This role involves direct interaction...

Job Title: Senior Investment Liaison – HNWI & Private Capital RelationsIndustry: Real EstateEmployment Type: Full-TimeAbout the Role:We are seeking a well-connected and relationship-driven Senior Investment Liaison to support our capital raising efforts for real estate ventures. Job Title: Senior Investment Liaison – HNWI & Private Capital...

Legal Advisor PositionThis is a high-profile role that involves delivering expert legal advice and guidance to support the strategic growth of our organization. As a Legal Advisor, you will provide comprehensive legal support to various departments across the company, ensuring compliance with relevant laws and regulations.Key responsibilities...

Wealth Management OpportunitiesTo excel in this role, you will be responsible for securing and retaining high net worth clients, offering expert investment guidance, and overseeing their financial portfolios.

Job Opportunity:Senior Operations DirectorWe are seeking an experienced leader to oversee large-scale operations across banking and financial services.The ideal candidate will possess at least 15 years of experience in establishing, transitioning, and managing large teams.Strong expertise in wealth management, retail banking, compliance, and financial risk...

Job Summary:This is a role that supports and assists in managing treasury operations. The successful candidate will be responsible for cash flow management, banking, and credit/debt arrangements, investments/wealth management, forex hedging, CMS process, business solutions for customer/vendor financing as well as O2C and P2P process improvements.Key...