Wealth Management Specialist

Company OverviewNuvama Wealth Management, a leading wealth and asset management firm in India, boasts Assets under Advisory (AUA) exceeding ₹ 2, 00, 000 cr. Leveraging the strength of its parent company, the Edelweiss Group, and a global partnership with PAG, a prominent Asia-based investment firm, Nuvama serves over a million customers across various...

Unique Wealth Strategies Seeks Experienced Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will be responsible for managing client relationships, coordinating sales processes, and delivering exceptional client service.Key Responsibilities:Client...

Job SummaryWe are seeking a highly skilled Digital Marketing Specialist to join our team in Mumbai. As a key member of our marketing department, you will be responsible for developing and executing multi-channel marketing campaigns to drive leads and product adoption.About the RoleThis is a great opportunity for someone with a passion for digital marketing...

Company OverviewGA Capital Management Private Limited is a dynamic company with a strong presence in the financial services industry. We offer tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses.We empower our clients to take control of their...

Job Summary:The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.Key Responsibilities:Business...

OverviewBaker Street, a distinguished brand from Bakerstreet Digital Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries.We are committed to a Customer-Centric approach and our...

At Unique Wealth Strategies, we are seeking a skilled Strategic Portfolio Manager to join our team.About the Role:Wealth management involves managing and growing high-net-worth client portfolios by delivering comprehensive financial strategies and solutions. As a US Wealth Management Advisor, you will work closely with clients to understand their financial...

Job Overview">We are seeking a highly skilled Wealth Management Professional to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for delivering exceptional financial services to our high-net-worth clients.Key Responsibilities:">Clients Acquisition and Relationship Building:...

We are Almondz, a leading financial services company looking for talented Senior Wealth Management Professionals to join our team in New Delhi, Kolkata & Ludhiana. As a key member of our team, you will be responsible for delivering exceptional wealth management solutions to our clients.Estimated salary: ₹ 12-15 lakhs per annum**Job Overview**At Almondz, we...

Join Anand Rathi Share and Stock Brokers Ltd as a Strategic Wealth Management Consultant, where you will be the ultimate face of the business. As a key member of our wealth management team, you will be responsible for acquiring high net worth relationships and managing & retaining such relationships by delivering exceptional standards of service.The ideal...

As a Professional Wealth Management Consultant at deVere Group, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Our company is committed to delivering personalized, independent financial advice to our clients. We believe that everyone deserves a secure financial future, and we strive to make a...

Job Overview">In this senior leadership role, you will be responsible for driving the growth and success of our wealth management business. As a seasoned professional with a proven track record in portfolio management, you will leverage your expertise to develop and implement effective strategies that drive revenue growth and enhance client...

Job DescriptionWe are seeking a skilled and experienced Wealth Manager to join our team at Emkay Global Financial Services Ltd. This is an exciting opportunity for a motivated individual to take on a challenging role in wealth management.Key Responsibilities:To acquire and manage high net worth clients with investable surplus of Rs. 1 Cr - 5 Cr and above,...

DeVere Group is a leading digital private investment bank and asset management organization.Wealth Management Advisor RoleWe are seeking an experienced wealth management advisor to join our team. As a senior financial professional, you will be responsible for providing personalized investment solutions to help clients achieve their long-term financial...

About the RoleWe are seeking a talented Financial Market Strategist to join our team at Neo Wealth and Asset Management. As a key member of our Markets division, you will play a critical role in analyzing financial statements, valuing companies, and identifying investment opportunities.Job Responsibilities:Develop and manage comprehensive financial models to...

About Neo GroupNeo Wealth and Asset Management is a cutting-edge, focused wealth and asset management platform in India, catering to high net worth individuals, ultra-high net worth individuals, and multi-family offices. Our mission is to provide comprehensive, trustworthy solutions by standing on three pillars of unbiased advisory, transparency, and...

As a seasoned professional in the wealth management space, you will be responsible for driving growth and expansion of Merito's business in Delhi.Key Responsibilities:Cultivating High-Net-Worth ClientsAchieving Annual Revenue and AUM TargetsGrowing Customer Wallet Share and Book SizeProviding Structured Solutions to Client NeedsPortfolio Review and Strategic...

Company OverviewAnand Rathi Share and Stock Brokers Ltd is a renowned financial institution dedicated to providing exceptional services to high-net-worth individuals.Job DescriptionThe Financial Wealth Strategist will serve as a dedicated point of contact for clients, offering personalized financial services and investment advice tailored to their unique...

As a Senior Business Development Manager at Unique Wealth Strategies, you will play a key role in driving business growth and expansion. This role involves managing all aspects of client coordination, application, underwriting, and service processes for our wealth management and insurance products.Job Summary:This position requires a high level of...

Company OverviewDezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians. Founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of wealth management expertise. Our team has successfully led and founded numerous wealth management businesses, managing over $7...