Wealth Creation Expert

21 hours ago


Gurgaon, Haryana, India IntelliInvest Full time

IntelliInvest offers a comprehensive range of investment solutions tailored to meet the unique needs of individual investors and institutions. Our services include strategic investment advisory, portfolio management, research-driven insights, AI-powered tools, and financial education programs.

This full-time hybrid role for a Private Wealth Manager at IntelliInvest in Gurugram offers the flexibility of remote work. As a key member of our team, you will be responsible for providing expert investment guidance, managing client portfolios, conducting market analysis, utilizing cutting-edge technology, and delivering personalized financial literacy training.

To excel in this role, you must possess exceptional analytical and problem-solving skills, as well as outstanding communication and relationship-building abilities. A Bachelor's or Master's degree in Finance, Economics, or a related field is required, along with relevant experience in finance and wealth management. Additionally, certification as a Certified Financial Planner (CFP) and expertise in estate planning are highly valued assets in this position.

The estimated annual salary for this role is ₹2,500,000 - ₹3,750,000, depending on qualifications and experience. If you are a driven professional looking to make a lasting impact in the world of private wealth management, we encourage you to apply.



  • Gurgaon, Haryana, India Syfe Full time

    About UsSyfe is a pioneering digital investment platform dedicated to empowering individuals to achieve financial freedom. Built on the pillars of expertise, innovation, and accessibility, we cater to the diverse needs of our clients across a range of proprietary portfolios, cash management solutions, and brokerage services.Our team comprises world-class...


  • Gurgaon, Haryana, India deVere Group Full time

    DeVere Group is a pioneering financial services organization that has been making a lasting impact on the lives of its clients and their financial well-being.We are seeking an experienced Wealth Manager to join our esteemed team, providing personalized, independent financial advice to high net worth individuals. As a Wealth Manager, you will have the...


  • Gurgaon, Haryana, India Surya Veena Adarsh Niketan Trust Full time

    Job Title:Wealth Management DirectorCompany Overview:Surya Veena Adarsh Niketan Trust is a pioneering organization in the financial technology sector, committed to delivering innovative solutions for wealth management and investment. Our team is dedicated to empowering individuals to achieve their financial objectives through advanced technology and expert...

  • Operations Director

    3 weeks ago


    Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full time

    AAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...


  • Gurgaon, Haryana, India Incedo Inc. Full time

    Position:Data and AI Solutions Leader for Wealth Management, GurgaonAbout the Job:Incedo Inc., a leading digital, data, and AI firm, is seeking a seasoned leader to drive the growth of its Data and AI solutions in the Wealth Management sector. The successful candidate will be responsible for developing and executing a strategic plan to expand Incedo's...


  • Gurgaon, Haryana, India Antal International Full time

    We are seeking an experienced wealth management professional to join our team at Antal International. The ideal candidate will have a deep understanding of the bond market and excellent sales and relationship-building skills.Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond...


  • Gurgaon, Haryana, India GlassBridge Consulting Full time

    About the OpportunityAre you a skilled financial professional looking for a new challenge? Do you have a passion for helping individuals achieve their financial goals? We are seeking an experienced Wealth Management Specialist to join our team at GlassBridge Consulting.In this role, you will work closely with clients to understand their financial needs and...


  • Gurgaon, Haryana, India GlassBridge Consulting Full time

    **Job Overview:**We are seeking a talented Senior Financial Advisor to join our team at GlassBridge Consulting. As a key member of our financial services group, you will be responsible for providing expert financial advice to clients and helping them achieve their financial goals.About the Role:This is an exciting opportunity for individuals who want to...


  • Gurgaon, Haryana, India Real Time Data Services Full time

    At Real Time Data Services, we're seeking a talented Content Creation Specialist to join our team. As a key member of our content creation team, you will be responsible for generating engaging and compelling stories across various digital and print media platforms.About the RoleThis is an excellent opportunity for a writer with a passion for creating...


  • Gurgaon, Haryana, India PRP Full time

    As an Asset Allocation Expert at PRP Wealth, you will play a critical role in shaping our investment strategy and guiding our portfolio managers. Your responsibility will include conducting comprehensive financial analysis, identifying key trends and risks, and presenting investment recommendations to management. A strong understanding of financial markets,...


  • Gurgaon, Haryana, India GlassBridge Consulting Full time

    Company OverviewGlassBridge Consulting is a leading consulting firm providing expert advice on financial planning and wealth management. Our team of experienced professionals helps clients achieve their financial goals by offering personalized solutions tailored to their needs.SalaryThe estimated salary for this role is ₹20,00,000 per annum, commensurate...


  • Gurgaon, Haryana, India RegisterKaro Full time

    About UsAt RegisterKaro, we are passionate about creating high-quality content that engages and informs our audience. Our team of experts is dedicated to delivering exceptional results, and we are seeking a talented Content Writer Intern to join our marketing team.Job DescriptionJob Title: Content Writer Intern (Paid)Location: Gurgaon, Sector 20Duration: 1-2...


  • Gurgaon, Haryana, India Binary Semantics Ltd. Full time

    About UsWe are a global company specializing in Value-driven Products, Solutions, Services and Experiences encompassing SaaS, PaaS broadly XaaS, Hybrid and Enterprise. Our team is dedicated to creating innovative experiences through interconnected APIs and Microservices.Our goal is to empower customers with choice and value drivers suited to their context...


  • Gurgaon, Haryana, India Kookar AI Full time

    Culinary Innovation at KookarWe are a cutting-edge food-tech startup that is pushing the boundaries of culinary innovation. Our team is comprised of passionate entrepreneurs from IIT Bombay and IIT Delhi, who bring a wealth of experience and expertise in the food-tech industry.As a Nutrition Associate at Kookar, you will have the opportunity to work at the...


  • Gurgaon, Haryana, India Hero Corporate Service Private Limited Full time

    The Role: As our new HEAD OF PUBLIC MARKET STRATEGY, you'll lead a high-performing team and work closely with Wealth Managers, PE Consultants, and Investment Bankers to drive growth, operational improvements, and value creation. You'll also develop and execute exit strategies to maximize returns for investors.


  • Gurgaon, Haryana, India GlassBridge Consulting Full time

    **Company Overview:** GlassBridge Consulting is a leading financial advisory firm that empowers individuals to achieve their financial goals. We are seeking an experienced Financial Planning Expert to join our team.**Salary:** ₹2,500,000 - ₹5,000,000 per annum, depending on experience.**Job Description:**We are looking for a skilled and motivated...


  • Gurgaon, Haryana, India Oister Global Full time

    We are seeking an experienced Sales Director to spearhead our efforts in expanding Oister Global's presence in the High Net Worth Individual (HNI) and Ultra HNI market networks.As a seasoned sales professional with a strong understanding of capital markets, you will drive our sales efforts to position private market products as highly promising wealth...


  • Gurgaon, Haryana, India The Ayurveda Experience Full time

    At The Ayurveda Experience, we are seeking an experienced Social Media Marketing Expert to drive our online presence and engage with customers through organic marketing strategies. With a strong focus on video content creation, you will be responsible for developing and implementing data-driven campaigns across various platforms.We estimate the salary range...


  • Gurgaon, Haryana, India talent potential consulting Full time

    Company OverviewTalent Potential Consulting is a world leader in the design and development of Narrowband RF mesh networks that enable Omni Internet of Things (IoT) communications. With a wealth of expertise and experience in smart technology, our Group provides customers with long-range, low-power, end-to-end networking solutions and high-performance...


  • Gurgaon, Haryana, India Comviva Technologies Full time

    Fintech Analytics Expert Job DescriptionWe're seeking a Fintech Analytics Expert to join our team. As a Fintech Analytics Expert, you will be responsible for developing, monitoring, and enhancing best-in-class models/algorithms to assess risk, churn, and uptake across the customer life cycle.About the RoleYou will work closely with the Data Engineering team...