High Net Worth Portfolio Specialist

We are seeking an experienced High Net Worth Portfolio Manager to join our team at Dezerv. As a seasoned professional, you will have the opportunity to work with discerning clients possessing a net worth of 50 lakhs and above.Your primary responsibility will be to help clients understand Dezerv's Portfolio Management Service in Mutual Funds and guide them in...

Job Summary:Talent Leads HR Solutions Pvt Ltd is seeking a seasoned High Net Worth Portfolio Manager to join our team.About the Role:This is an excellent opportunity for a results-driven professional with 5-12 years of experience in Asset Management or a related field to take on a challenging role that requires strong analytical and communication skills.Main...

Company Overview:Dezerv is a house of investing solutions for high net worth and affluent Indians. Our team brings together decades of investing expertise from leading global financial institutions.

Job Summary:We are seeking a skilled Strategic Portfolio Manager to join our team at IIFL Capital Services Limited. This role will involve managing and growing wealth portfolios for High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).About the Role:This is an exciting opportunity for a seasoned professional to take on a challenging...

About the RoleWe are seeking a skilled High Net Worth Relationship Manager to join our team at Anand Rathi Share and Stock Brokers Ltd in Delhi. This is an exciting opportunity for a seasoned professional with experience working in private banking or wealth management.ResponsibilitiesAcquire and manage high net worth relationships by delivering exceptional...

Job OverviewWe are seeking an experienced and skilled Senior Relationship Manager to join our team at HDFC Securities. In this role, you will be responsible for building and maintaining relationships with high net worth clients, providing them with expert investment advice and guidance.

Portfolio Manager for High Net Worth ClientsWe are actively seeking a skilled and experienced Portfolio Manager to join our team at Dezerv. As a Financial Partner, you will be responsible for engaging with discerning high net worth clients and providing them with expert guidance on their investment portfolios.The ideal candidate will have a strong...

About Dezerv">Dezerv is a pioneering investment platform catering to high net worth and affluent Indians. Founded by seasoned entrepreneurs, the company brings together decades of expertise in wealth management from leading global financial institutions.Our team of experts continuously monitors portfolio performance and rebalances as needed to ensure...

Dezerv, a premier house of investing solutions for high net worth and affluent Indians, is seeking an expert portfolio manager to join our inbound business team.As a co-founded by Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, Dezerv boasts decades of investing expertise from leading global financial institutions. Our team has managed over USD 7...

Dezerv Overview">Dezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians. Founded by visionary entrepreneurs Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts a wealth management legacy with over USD 7 billion in assets under its care.">Market Expertise">The Dezerv team combines decades of...

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...

Dezerv is a pioneering investment solutions provider catering to high net worth and affluent Indians. Founded by seasoned professionals Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of collective experience in wealth management, having managed over USD 7 billion in assets.The Dezerv team combines expertise from leading...

Job Title: Wealth Product SpecialistWe are seeking a motivated and experienced Relationship Manager for our Wealth Products team at Peoplemint Consultants.Key Responsibilities:Engage with high-net-worth clients to understand their financial goals and needs, providing tailored financial solutions and investment strategies.Offer expert advice on wealth...

About the RoleWe are looking for a skilled professional to fill the position of Senior Portfolio Manager - Fixed Income. The ideal candidate will have a deep understanding of the unique requirements and investment strategies of high net worth individuals and family offices.This role requires a minimum of 3-5 years of experience in a wealth management firm,...

About the RoleCox & Kings is seeking a skilled Luxury Travel Operations Specialist to join our team. This role offers an exciting opportunity to work with high net worth clients and deliver exceptional travel experiences.As a Luxury Travel Operations Specialist, you will play a pivotal role in ensuring the smooth execution of luxury travel arrangements. Your...

Job OverviewAnand Rathi Wealth Limited is a leading wealth management company, and we are seeking an experienced Financial Advisor to join our team. This role will involve supporting Relationship Managers in maintaining and growing their client base.Key ResponsibilitiesFinancial Planning: Assist in creating financial plans for clients based on their...

At Kotak Mutual Fund, we're committed to helping our High Net Worth (HNI) clients achieve their financial goals through expert portfolio management. As an Investment Opportunities Specialist, you will play a vital role in this endeavor.About the RoleThis is a customer-facing position that requires strong interpersonal skills and a deep understanding of...

Company OverviewDezerv is a pioneering house of investing solutions catering to high net worth and affluent Indians. Co-founded by visionary leaders Sandeep Jethwani, Vaibhav Porwal, and Sahil Contractor, the company boasts decades of expertise in wealth management, with over USD 7 billion in assets under its belt.The Dezerv team brings together seasoned...

We are seeking an experienced Sales Specialist to join our team at ASK Recruiters in Delhi NCR. As a Sales Professional, you will be responsible for driving sales for High Net Worth Individual (HNI) projects and developing strong relationships with architects.Key responsibilities include growing business through collaborations with furniture and kitchen...

Anand Rathi Share and Stock Brokers Ltd is a leading financial services firm that requires an experienced Senior Client Relationship Specialist to manage high net worth relationships and deliver exceptional client service.The estimated salary for this role is ₹60 lakhs per annum, based on industry standards and the level of experience required.Key...