Senior Wealth Manager

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Wealth Management Role OverviewThe ideal candidate will possess extensive experience in wealth management, specifically within private banking and high-net-worth client relationships. Responsibilities include acquiring new affluent clients through targeted research and networking, as well as maintaining existing client relationships to generate assets under...

Job Title: Private Wealth ExpertAbout the Role:We are seeking an experienced and skilled Private Wealth Expert to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.Key Responsibilities:Client Relationship Management: Develop and...

Advisor RoleLooking for a skilled and client-focused Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services,...

Job Title: Wealth Management ExecutiveAbout the RoleThis is a senior leadership position that will drive business growth and revenue through strategic client acquisition and wallet-share expansion. The successful candidate will have a proven track record of building long-term relationships with high net worth individuals, family offices, and senior...

Job Overview:We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Responsibilities:• Develop and maintain...

Job Title: Wealth Management Domain ExpertAbout the RoleWe are seeking a highly skilled professional to guide the successful implementation of a Digital Wealth platform.The ideal candidate will possess deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained,...

Financial Planning and Investment ExpertWe are seeking a highly skilled professional to provide personalized financial planning and investment advice to high net worth individuals and families.Main Responsibilities:Develop tailored financial plans to meet clients' goals and objectives.Manage day-to-day financial planning, investment management, and asset...

Unlock global investment opportunities with a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets.A data-driven approach empowers you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global...

About the RoleWe are seeking a dynamic and experienced Product Trainer to join our team in delivering wealth products. The ideal candidate will be responsible for training, mentoring, and enabling new Relationship Managers (RMs) to become proficient in serving High Net-Worth Individuals (HNIs) and institutional clients effectively.Key...