Wealth Products Trainer

Corporate Learning ExpertThis is an exceptional opportunity to engage with professionals globally on the intersection of AI, sustainability, financial, and digital wealth management.Key Responsibilities:Deliver a 45-60 minute virtual/in-person session on the specified topicProvide professional slides and practical examplesIdeal Profile:Experienced speaker,...

About the PositionThis role is critical in securing high net worth individuals and ultra high net worth individuals, and building connections with our organization.Main responsibilities include selling investment and insurance products, as well as other banking solutions to high-net-worth clients to generate fee income.Specifically, this includes:Securing...

Job Description">As a Relationship Manager - Wealth, you will play a crucial role in acquiring and managing High Net Worth (HNI) clients, ensuring seamless service delivery.Conduct client profiling to offer debt, equity, mutual funds, structured, and real estate products that cater to their financial goals.Manage and analyze client portfolios for performance...

As a Qualified Financial Advisor, you will have the opportunity to build long-term relationships with clients and assist them in making informed financial decisions.You will use a consultative approach to gain a deep understanding of each client's unique needs and goals, and develop tailored strategies using a range of financial products and services.Key...

Product VisionaryWe are seeking a seasoned product leader to shape and drive our product vision, strategy, and roadmap across the platform.The ideal candidate will collaborate closely with cross-functional teams to deliver innovative solutions that exceed customer expectations, meet regulatory requirements, and differentiate us in a competitive market.12+...

Personalized Wealth Management StrategiesWe deliver tailored wealth management solutions designed to meet our clients' unique financial needs and goals.Our services cover a range of areas including portfolio management, mutual funds, fixed income products, real estate, estate planning, and insurance.This role involves understanding and addressing clients'...

Job Title: Zonal Training ManagerDepartment: Sales Learning and DevelopmentPosition Grade Range: Basis eligibility and evaluationAxis Asset Management Company Ltd, founded in 2009, is one of India's largest and fastest-growing mutual funds. We proudly serve over 1.3 crore customers across 100+ cities with utmost humility.Our success is built on three...

This is not an employment advertisementFreelance SpeakerEC-Council ( is the world's largest cyber security technical certification body. We operate in 145 countries globally and we are the owner and developer of various world-famous cyber security programs. We are proud to have trained and certified over 380,000 information security professionals globally...

Job OpportunityAt our organization, we are revolutionizing the way people manage their wealth. Our mission is to make sophisticated investment strategies more accessible, transparent, and aligned with individual financial goals.Our team has deep expertise across finance, product, and technology. We have built trust with a large number of clients who have...

Wealth Consultant RoleOur firm is seeking a highly motivated wealth consultant to play a pivotal role in building a pipeline of qualified investors for our real estate fund. This position requires an individual who can effectively identify and engage with high net worth individuals interested in investing in real estate.Key Responsibilities:Strategic Lead...