Wealth Planning Professional

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Job DescriptionCompany DescriptionFisdom Private Wealth is a venture of Fisdom, Indias leading wealth-tech company, providing HNIs with a reliable technology platform for wealth management. The company follows a 'Phygital' model, combining physical and digital services to cater to mass affluent and high-net-worth individuals.Role DescriptionThis is a...

Skillful Wealth Manager NeededWe are seeking an experienced Senior Wealth Manager to join our team at Fisdom Private Wealth. The successful candidate will have expertise in financial planning, investment management, and relationship management.About the RoleThis is a full-time on-site role for a Senior Wealth Manager located in Mumbai & Navi Mumbai. The...

About Fisdom Private WealthFisdom Private Wealth is a pioneering venture of Fisdom, India's leading wealth-tech company. We provide high net worth individuals (HNIs) with a reliable technology platform for their wealth management needs.We follow a 'Phygital' model, combining physical and digital services to cater to the mass affluent and high-net-worth...

As a Wealth Management Solutions Specialist at Ares Wealth Management Solutions, you will play a crucial role in supporting the company's mission to bring passion and customer focus to the business. This position requires a highly skilled individual with 5-10 years of experience in the Finance industry, specifically in Application Production Support.Key...

We are seeking a skilled Financial Services Professional to join our Emkay Wealth Management team. As a key member, you will play a vital role in acquiring new customers with a minimum investable surplus of 1 Cr. - 5 Cr.Key Responsibilities:Provide financial planning and portfolio services to clients.Execute transactions post financial planning and on a...

As a Strategic Advisor - Wealth Management, you will play a crucial role in helping UHNW families and large family offices achieve their long-term wealth goals. With expertise in mergers and acquisitions, public and private markets, capital structuring, and investment banking, you will provide customized advice on strategic investments and wealth...

Role Overview:Merito is seeking a Wealth Management Professional to join our team. As a key member, you will be responsible for acquiring new clients, generating revenue, and maintaining relationships with High-Net-Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNI).About the Role:This is an excellent opportunity to work with a leading Indian...

Make a Difference in Personal FinanceAre you passionate about helping individuals and businesses achieve their financial goals? Do you have a strong background in financial planning and wealth management? If so, we want to hear from you! As a Certified Financial Planner-Branch Manager at Finnovate, you'll play a key role in transforming the way Indians get...

Wealth ManagerClient Relationship Management: Build and maintain strong, long-term relationships with high net worth clients.Financial Planning: Develop and implement comprehensive financial plans tailored to clients' individual needs and objectives, including retirement planning, estate planning, and tax optimization.Investment Management: Provide expert...

Wealth Management Specialist As a seasoned wealth management professional, you will be accountable for developing and implementing integrated plans that cater to the unique needs of high-net-worth clients. Your primary objective will be to create bespoke strategies that address their goals in wealth creation, preservation, and enhancement through in-depth...

**Executive Overview**As a Wealth Management Executive at wowJobs, you will lead a team of professionals in providing customized wealth management solutions to high-net-worth individuals and families.**Executive Responsibilities**Lead a team of wealth management professionals in developing and executing strategic plans.Build and maintain relationships with...

Job Summary This role requires an experienced professional to develop and implement comprehensive wealth management plans for high net worth individuals. The ideal candidate will have a strong understanding of financial markets and the ability to build lasting relationships with clients. Key Responsibilities Conduct in-depth analysis of client profiles to...

Bhaarat Wealth Group is expanding its operations and looking for a highly skilled Account Management Professional to join our team. In this role, you will be responsible for managing customer accounts, ensuring customer satisfaction, and executing sales strategies.Key ResponsibilitiesGenerate leads and manage customer accountsEnsure customer satisfaction...

Wealth Relationship Manager :We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager.2 to 4+ years of experience in Wealth Management -RM/Financial Planning/ProductKey Responsibilities:• Experience in Wealth Management Company/ division• Client first approach with focus on providing the right...

Exciting Career Opportunities in Wealth Management & PMS Sales (multiple opportunities)We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore.If you're looking to elevate your career in the financial services industry, we have fantastic roles for youWealth...

Wealth Relationship Manager : We are hiring for one of our Client who is in to Mutual Fund Industry and looking for a Wealth Relationship Manager. 2 to 4+ years of experience in Wealth Management -RM/Financial Planning/Product Key Responsibilities: • Experience in Wealth Management Company/ division • Client first approach with focus on providing the...

Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved throughan in-depth analysis of the client's profile.6 – 8 years relevant work experience in a Wealth management/Private Bankingplatform.Post graduate from a premier institute.Self-starter, proactive &...

Accountable for implementing an integrated plan which addresses wealth creation, wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the client's profile. 6 – 8 years relevant work experience in a Wealth management/Private Banking platform. Post graduate from a premier institute. Self-starter, proactive &...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...