Wealth Management Professional
2 weeks ago
Job Description
We are seeking a highly skilled Financial Planning Specialist to join our team of professionals. As a key member of our team, you will be responsible for conducting in-depth financial assessments to understand clients' financial goals, risk tolerance, and investment objectives. You will also develop and present comprehensive financial plans, including retirement planning, investment strategies, and risk management. Additionally, you will assess clients' financial health by analyzing data (income, expenses, investments, etc.) and provide personalized recommendations to achieve their financial objectives.
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Elite Wealth Management Professional
2 weeks ago
Gurgaon, Haryana, India deVere Group Full timeDeVere Group is a pioneering financial services organization that has been making a lasting impact on the lives of its clients and their financial well-being.We are seeking an experienced Wealth Manager to join our esteemed team, providing personalized, independent financial advice to high net worth individuals. As a Wealth Manager, you will have the...
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Wealth Management Professional
4 weeks ago
Gurgaon, Haryana, India HSBC Full timeUnlock the full potential of your career in wealth management with HSBC.Achieve success in a high-profile business area, offering unparalleled opportunities for growth and development.As a Personal Wealth Planner, you will have access to dedicated field managers, digital tools, and a holistic training program to help you realize your full potential.Empowered...
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Senior Wealth Management Professional
1 week ago
Gurgaon, Haryana, India GlassBridge Consulting Full time**Job Title:** Senior Wealth Management Professional**About Us:** GlassBridge Consulting is a premier financial advisory firm that offers a range of services, including wealth management, retirement planning, and risk management.**Salary Range:** ₹2,500,000 - ₹5,000,000 per annum, depending on experience.**Job Description:**We are seeking an experienced...
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Data and AI Leader for Wealth Management
2 weeks ago
Gurgaon, Haryana, India Incedo Inc. Full timeDrive Success in Wealth ManagementWe are seeking a highly skilled Data and AI Leader to join our team at Incedo Inc. as a Data & AI Delivery Leader, Wealth Management Account Delivery. This role offers a unique opportunity to drive growth and success in the Wealth Management sector.About the RoleThe successful candidate will be responsible for leading...
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Wealth Management Operations Manager
6 days ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeJob Title: Wealth Management Operations ManagerAAGANERA CONSULTING PRIVATE LIMITED is looking for a talented Wealth Management Operations Manager to join our team. As a key member of our operations team, you will be responsible for managing the day-to-day operations of the company, which specializes in wealth management and mutual fund...
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Operations Director
4 weeks ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeAAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...
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Wealth Management Executive
6 days ago
Gurgaon, Haryana, India PRP Full timeJob Description:We are looking for a highly skilled Wealth Management Executive to join our team at PRP Wealth. As a key member of our investment management team, you will be responsible for managing in-house funds, cash flow, and placement of fixed deposits.Responsibilities:Manage in-house fund of PRP Wealth, including cash flow management and placement of...
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Gurgaon, Haryana, India Pivot Human Capital Full timePivot Human Capital seeks a Senior Wealth Management Business Growth Specialist to join our team. As a key member of our business development team, you will be responsible for expanding the company's wealth management business by managing relationships with channel partners and creating a network of mutual fund distributors (MFDs) and other channel...
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Wealth Management Director
1 week ago
Gurgaon, Haryana, India Surya Veena Adarsh Niketan Trust Full timeJob Title:Wealth Management DirectorCompany Overview:Surya Veena Adarsh Niketan Trust is a pioneering organization in the financial technology sector, committed to delivering innovative solutions for wealth management and investment. Our team is dedicated to empowering individuals to achieve their financial objectives through advanced technology and expert...
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Software Test Engineer
1 week ago
Gurgaon, Haryana, India FNZ Group Full timeTransforming Financial Services with Cutting-Edge TestingWe are seeking an experienced Software Test Engineer to join our Wealth Management team at FNZ Group. As a key member of our technology delivery team, you will be responsible for designing and executing comprehensive testing strategies to ensure the highest quality of our wealth management...
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Wealth Creation Expert
6 days ago
Gurgaon, Haryana, India IntelliInvest Full timeIntelliInvest offers a comprehensive range of investment solutions tailored to meet the unique needs of individual investors and institutions. Our services include strategic investment advisory, portfolio management, research-driven insights, AI-powered tools, and financial education programs.This full-time hybrid role for a Private Wealth Manager at...
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Wealth Management Operations Lead
1 week ago
Gurgaon, Haryana, India AAGANERA CONSULTING PRIVATE LIMITED Full timeWealth Management Operations Lead: Join AAGANERA CONSULTING PRIVATE LIMITED as a Wealth Management Operations Lead and take charge of our wealth management operations in Gurgaon.About the Job: As a key member of our operations team, you will be responsible for developing and implementing operational strategies that align with our company's objectives,...
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Senior Wealth Management Distribution Strategist
1 month ago
Gurgaon, Haryana, India Antal International Full timeWe are seeking an experienced wealth management professional to join our team at Antal International. The ideal candidate will have a deep understanding of the bond market and excellent sales and relationship-building skills.Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond...
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Senior Wealth Management Advisor
1 month ago
Gurgaon, Haryana, India DEVERE GROUP INDIA INVESTMENT ADVISORS PRIVATE LIMITED Full timeAttractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...
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Wealth Tech Partnership Manager
1 week ago
Gurgaon, Haryana, India Talent Ro Full timeTalent Ro is seeking a skilled professional to drive strategic partnerships and growth in our Wealth Tech platform.">Estimated Salary: $140,000 - $200,000 per annum (dependent on experience)">About the Role:">Lead data-driven decision-making by analysing business health and collaborating with data science teamsOversee and manage partnerships with NBFCs and...
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Wealth Management Specialist
1 week ago
Gurgaon, Haryana, India GlassBridge Consulting Full timeAbout the OpportunityAre you a skilled financial professional looking for a new challenge? Do you have a passion for helping individuals achieve their financial goals? We are seeking an experienced Wealth Management Specialist to join our team at GlassBridge Consulting.In this role, you will work closely with clients to understand their financial needs and...
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Sales Director
1 week ago
Gurgaon, Haryana, India Bolden Ventures Pvt Limited Full timeAbout Us: Bolden Ventures Pvt Limited is a reputable organization in the field of sales and marketing.">Job Title: Sales Director - Private Banking and Wealth Management">Location: Delhi NCR">Estimated Salary: ₹1,800,000 per annum">About the Job:">We are looking for an experienced sales director to lead our team in private banking and wealth management. As...
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Executive Director of Wealth Management
4 days ago
Gurgaon, Haryana, India Prospurts Full timeJob OverviewWe are seeking a highly motivated Executive Director of Wealth Management to join our team at Prospurts. In this role, you will be responsible for managing client accounts and developing relationships with new and existing clients.Key Responsibilities:• Manage client accounts and develop relationships with new and existing clients• Understand...
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Gurgaon, Haryana, India Incedo Inc. Full timePosition:Data and AI Solutions Leader for Wealth Management, GurgaonAbout the Job:Incedo Inc., a leading digital, data, and AI firm, is seeking a seasoned leader to drive the growth of its Data and AI solutions in the Wealth Management sector. The successful candidate will be responsible for developing and executing a strategic plan to expand Incedo's...
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Executive Leader
2 weeks ago
Gurgaon, Haryana, India Incedo Inc. Full timeJob SummaryWe are seeking an experienced Executive Leader to drive our Wealth Management Data and AI services. As a key member of our team, you will be responsible for leading account delivery, expanding our Data and AI service presence in the Wealth Management sector, and driving growth initiatives.About Incedo Inc.Incedo Inc. is a high-growth Digital,...