Strategic Wealth Manager

Private Banking OpportunitiesWe are seeking a seasoned Relationship Manager to join our team and drive growth in the Private Banking sector.The ideal candidate will have extensive experience in wealth management, with a proven track record of acquiring and retaining high-net-worth clients.Key Responsibilities:Develop and maintain relationships with existing...

Senior Wealth StrategistWe are seeking an experienced Senior Wealth Strategist to manage a portfolio of high-net-worth clients. This key role involves developing and implementing tailored wealth management solutions, offering investment advisory services, and providing strategic guidance to our esteemed clients.The ideal candidate will have a proven track...

Wealth Management Career OpportunitySeeking experienced professionals to join our wealth management team. As a key player, you will be responsible for acquiring and retaining affluent clients, focusing on their investment needs and overall financial portfolios.Key Responsibilities:To advise high-net-worth clients on investment strategies, manage their...

Company DescriptionArham Wealth Management Pvt. Ltd., based in Surat, is a full-service financial firm founded by Mr. Kirit Shah, who is both an engineer and an investor. We offer a comprehensive range of investment services, including equity trading, commodities and currency trading, IPO investment support, mutual funds, insurance advisory, and depository...

Job Title: Wealth Management Domain SpecialistJob OverviewWe are seeking an experienced domain specialist to lead the implementation of a digital wealth management platform. The ideal candidate will have in-depth knowledge of wealth management and private banking, ensuring that business requirements are accurately captured, regulatory compliance is...

Job Description: Wealth Management SMERole OverviewWe are seeking a highly skilled Wealth Management Subject Matter Expert (SME) to guide the successful implementation of a Digital Wealth platform. The SME will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance...

Key Roles for a Senior Manager/Chief Manager-Wealth ManagementThis is an exciting opportunity to lead our wealth management team. We are seeking an experienced and skilled Senior Manager/Chief Manager to take charge of our wealth management division.Develop bespoke financial solutions tailored to clients' needs and preferences, ensuring maximum satisfaction...

Strategic Partnership ManagerWe specialize in creating and maintaining long-term relationships with high-net-worth individuals to deliver customized wealth creation solutions.Key Responsibilities:Develop and implement strategic plans to acquire and retain assets under management.Collaborate with clients to understand their financial goals and objectives,...

Senior Financial Planner & Relationship ManagerWe seek an experienced and skilled Certified Financial Planner with a strong background in wealth management to assume the role of Senior Financial Planner & Relationship Manager. As a trusted advisor, you will be responsible for designing and implementing tailored financial plans, managing client portfolios,...

Job Title: Wealth StrategistAs a skilled and driven wealth strategist, you'll thrive on building relationships and closing deals. You'll be the face of our personalized wealth management platform—helping clients make smarter investment decisions while growing their wealth.Be the first point of contact for prospects—understand their profile, explain our...