Wealth Management Leader

About the RoleWe are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in building and executing investment strategies, portfolio allocation frameworks, and...

Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

Company DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...

Location:[Pune / Remote]Salary Range:₹65,000 – ₹1,20,000 per month (based on interview & experience)About Shikshan NiveshShikshan Nivesh is an education-first financial platform dedicated to simplifyinginvesting, markets, and personal financefor retail investors, professionals, and entrepreneurs. Through our Private Wealth practice, we provide trusted,...

Dear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

inkwealth #WeAreHiringWe're Hiring – Key Account Manager Company: ink wealth About Usink wealth is a fast-growing financial services firm committed to helping clients achieve their wealth-building and investment goals. We specialize in personalized financial solutions, investment planning, and wealth management strategies. Role OverviewWe are looking for a...

Dear Candidates,Great OpportunityHiring for#WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

About this RoleThis is an exciting opportunity to play a key role in the growth and success of our Private Banking business.As a seasoned professional, you will be responsible for building and maintaining relationships with high net worth individuals, identifying their financial needs and providing tailored solutions to meet those needs.Your primary focus...

Job SummaryThe Area Head - Wealth is responsible for leading and managing the wealth management team across the designated area This role ensures the achievement of revenue targets client acquisition and portfolio growth while maintaining high standards of client satisfaction and adherence to compliance and regulatory guidelines Key...

Job descriptionJob Opening for PUNE Location Only:We are Hiring Client Relationship Manager to work for Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm based in Pune. The founders are seasoned financial experts with over 16 years of experience in finance and...