Senior Wealth Manager

Job OpportunityWe are seeking a skilled and experienced professional to fill a critical role in our Wealth Management division.The ideal candidate will be responsible for developing and providing solutions to clients based on their financial goals and requirements.Conduct regular follow-ups with leads and ensure timely updates on market trends and news...

Job OverviewAs a senior financial advisor, you will be responsible for providing expert guidance to affluent clients in India. Your role will involve leveraging your knowledge and experience to design and implement tailored financial plans that meet the unique needs of each client.Key Responsibilities:Build long-term relationships with clients by delivering...

Job OverviewWe are seeking an experienced Salesforce project manager to lead and manage the implementation of Salesforce projects within the wealth management domain.The ideal candidate will have a strong understanding of IT project management and Salesforce platform expertise, as well as the ability to drive complex projects forward with excellent...

Investment Portfolio Manager RoleAbout this exceptional opportunity:This is an outstanding chance for a motivated individual to work as a Portfolio Manager - Wealth Manager.Key Responsibilities:Wealth Management & Client Engagement:Leverage client interaction and investment strategies expertise.Collaborate in preparing pitch books and investment...

Our client is a global banking firm which provides industry-focused services for clients across geographies. We are currently looking for a seasoned candidate to head their FP&A team for Wealth & Retail Banking in Bangalore / Chennai.Some of the key responsibilities will include:Lead end-to-end FP&A activities including planning, forecasting, and performance...

Senior Portfolio Manager - UHNW DivisionWe are seeking a highly experienced and dynamic Senior Portfolio Manager to lead our UHNW division. This individual will be responsible for delivering personalized wealth management solutions to Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs). The ideal candidate will have in-depth...

Job DescriptionAbout us:We're a fintech startup with a mission to transform wealth management for India's affluent class.Our goal is to make sophisticated investment strategies more accessible and transparent, aligned with individual financial goals.We have over 1 lakh clients who have entrusted us with ₹100+ crores in assets.The Role:Be the primary point...

Job DescriptionAs a seasoned wealth management professional, you will play a pivotal role in building and maintaining relationships with high-net-worth individuals and family offices.Key responsibilities include:Client Acquisition & Relationship Management: Develop and nurture relationships with key clients to drive business growth.Investment Advisory &...

FP&A Lead for Wealth and Retail BankingWe seek a seasoned FP&A professional to spearhead our team in Bangalore/Chennai, responsible for financial planning, forecasting, and performance tracking across WRB markets.Key Responsibilities:Lead end-to-end FP&A activities, including planning, forecasting, and performance trackingCollaborate with senior leaders to...

Job SummaryWe are seeking a highly skilled individual to fill a key role in our Sales Enablement team.This position will be based in Gurugram and requires a hybrid work arrangement, with a minimum of three days spent in the office each week.Key ResponsibilitiesProvide expert support for proposal development and independently manage the production of...