Senior Wealth Manager

Wealth Management Leader PositionThe successful candidate will be the pinnacle of our wealth management team, responsible for acquiring and managing relationships with key partners, delivering exceptional service standards, and driving business growth.Key ResponsibilitiesDevelop and maintain strong professional relationships with key partners to identify new...

Job OverviewWe are seeking a skilled Wealth Management Specialist to join our team. This role involves building strong relationships with high net worth individuals and providing personalized wealth management services.Key ResponsibilitiesEngage with clients to understand their financial goals and develop customized strategiesProvide expert advice on...

About the OpportunityAs a key player in our bank's private banking team, you will be responsible for cultivating and maintaining strong relationships with high net worth individual clients. Your ability to provide tailored wealth management solutions and exceed customer expectations will be essential in driving business growth.Acquire new business by...

Role DescriptionWe are seeking a detail-oriented and motivated Client Service Associate to join our team in Chennai. This on-site internship provides hands-on experience in client servicing and wealth management.Assist with client servicing, onboarding, and documentation processes.Support customer communication and service delivery.Help with back-office...

Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.- To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.- To conduct regular portfolio reviews and performance updates with clients to...

We are seeking a skilled professional to fill the role of Product Trainer – Wealth Products. The ideal candidate will be responsible for delivering comprehensive training sessions on wealth management products, solutions, and services tailored for high net worth individuals and institutional clients.">Key Responsibilities:Product Training: Deliver in-depth...

Job Title: Senior Relationship Manager – Wealth & PCGDepartment: Sales, Wealth & Family OfficePosition Grade Range: Basis eligibility and evaluationLocation: AhmedabadWho we Are?Axis Asset Management Company Ltd (Axis AMC), founded in 2009, is one of Indias largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+...

Job DescriptionWe are seeking a skilled Wealth Manager to join our team. The ideal candidate will have a strong understanding of financial planning and be able to build solid relationships with clients.The successful candidate will be responsible for managing a portfolio of clients, providing personalized investment advice, and identifying opportunities for...

Senior Risk Management SpecialistWe are seeking a skilled and experienced Senior Risk Management Specialist to join our team. In this role, you will be responsible for identifying, assessing, and mitigating various risks in an investment management or financial services organization.Key Responsibilities:Risk Identification and AssessmentAnalyze potential...

**Job Opportunity:** Private Wealth ManagerWe deliver bespoke wealth management solutions tailored to the distinct financial needs and objectives of our clients.Our collaborative team approach ensures transparency, high client focus, and proactive risk management in delivering customized outcomes.**Key Responsibilities:Understanding and addressing clients'...