Wealth Management Specialist

Company DescriptionInCred Wealth is a modern agile wealth management company with a mission to bring world-class investment services and solutions to Indians globally. We offer UHNI & HNI clients an end-to-end investment product suite powered by in-depth research and advanced technology, delivered by an experienced and committed team. Our services include...

Wealth ManagerPMS/Mutual Funds clientsBig book sizeClient AcquisitionBring new high-net-worth Clients3-5 years of experience in wealth managementSalary: 10 lpa - 20 lpaShare resumes: finance knowledge + client handling + sales

Job Title: Private Wealth ManagerDescription:To build and maintain strong, long-lasting relationships with high-net-worth individuals to understand their financial goals and objectives.Deliver personalized financial advice and wealth management solutions tailored to clients' needs and risk appetite.Conduct regular portfolio reviews and performance updates...

```html About the Company Yubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

```htmlAbout the CompanyYubi Markets is a one stop platform for all wealth products & partners, Yubi Markets, an organization dedicated to the cause of wealth managers & financial advisors in India. At Yubi Markets, we understand that clients expect a one-stop shop experience when it comes to financial products (NCDs, FDs, PMS, Mutual funds etc). We have...

Job Description:We are seeking experienced financial professionals who can provide expert guidance on investment strategies, risk management, and wealth planning to clients worldwide.This role offers the opportunity to work closely with high net worth individuals and families to understand their financial goals and aspirations.Developing comprehensive wealth...

Job TitleWealth Manager – Unit Head (VP- Wealth Management)Our mission is to empower individuals and families to achieve financial freedom through transparent advice, tailored strategies, and a client-first approach.With a strong PAN-India presence, we continue to set industry benchmarks in wealth creation and preservation.The Wealth Manager – Unit Head...

Key ResponsibilitiesManage and enhance high net worth client relationships to foster loyalty and retention.Provide bespoke wealth management solutions tailored to individual client needs and preferences.Effectively cross-sell investment products, including mutual funds, portfolio management services, bonds, and insurance, to achieve sales targets.Evaluate...

Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

Role & Responsibilities: To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. To conduct regular portfolio reviews and performance updates with clients to ensure...