Senior Wealth Manager

Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

Company DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...

Location:[Pune / Remote]Salary Range:₹65,000 – ₹1,20,000 per month (based on interview & experience)About Shikshan NiveshShikshan Nivesh is an education-first financial platform dedicated to simplifyinginvesting, markets, and personal financefor retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted,...

Job descriptionJob Opening for PUNE Location Only:We are Hiring Client Relationship Manager to work for Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...

Job Title:Wealth Development SpecialistAbout the Role:We seek a seasoned professional to provide high-net-worth clients with customized investment, insurance, and wealth planning solutions.The ideal candidate will be responsible for building strong relationships with clients, understanding their financial goals and risk tolerance, and delivering tailored...

Dear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

About the RoleWe are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and...

Financial Acquisition SpecialistA highly motivated Financial Acquisition Specialist with 1-3 years of experience in lead generation from High Net-Worth Individuals (HNIs) is sought after to build a qualified pipeline of investors for the Real Estate Fund.Main ResponsibilitiesGenerate leads through calls, emails, networking, and referrals.Identify and reach...

inkwealth #WeAreHiringWe're Hiring – Key Account Manager Company: ink wealth About Usink wealth is a fast-growing financial services firm committed to helping clients achieve their wealth-building and investment goals. We specialize in personalized financial solutions, investment planning, and wealth management strategies. Role OverviewWe are looking for a...

Senior Portfolio ManagerAs a seasoned financial expert, you will be responsible for building and maintaining strong relationships with high-net-worth individuals to understand their financial goals and objectives. You will provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.The role involves...