Senior Wealth Advisor

Job Title: Senior Wealth Management ProfessionalAbout the Opportunity:The role of a Senior Wealth Management Professional involves directly managing high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor position requiring a strong personal network, deep...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

About Wealth Management:We are a fintech startup on a mission to reimagine the wealth management experience. We believe sophisticated investing strategies should be more accessible, transparent, and aligned with individual financial goals.Our team has deep expertise across finance, product, and technology, backed by world-class investors.We're not here to...

Job OverviewWe are seeking a skilled and client-focused Equity Advisor to join our team.The role involves trading, order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

Job OverviewWe are seeking a seasoned wealth management professional to join our team.The successful candidate will be responsible for fostering enduring relationships with affluent individuals, understanding their financial objectives and goals.To provide bespoke financial guidance and wealth management solutions tailored to clients' needs and risk...

Financial Advisor PositionWe are seeking a skilled professional to manage the financial well-being of our clients.The ideal candidate will have strong analytical skills and the ability to build trusting relationships with clients.This is an excellent opportunity for individuals who enjoy working with numbers and helping others achieve their financial...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

Job Title: Senior Treasury Operations SpecialistThis role requires an individual with a strong understanding of treasury operations, including cash flow management, financial instruments, risk management, and investment/wealth management. The successful candidate will assist the Treasury Head in managing treasury operations for the organization.The job...

Global Wealth DirectorEmpower individuals and family offices in India to unlock global investing opportunities.Job SummaryDrive the development and expansion of wealth management division, ensuring high-quality investment solutions and client-centric financial planning.Develop and implement a wealth management strategy, aligning with the company's global...

Roles & Responsibilities:Manage end-to-end recruitment cycle from sourcing, screening, interviewing to offer roll-out & onboarding. Focused hiring for PCG Sales & Advisor (mid-level roles) across wealth & equity markets. Partner with business heads & hiring managers to understand manpower needs and design effective hiring plans. Source candidates via job...