Wealth Management Specialist

22 hours ago


Bengaluru, Karnataka, India Hireginie Talent Cloud Pvt Ltd Full time

About the Job:

Hireginie Talent Cloud Pvt Ltd is seeking an experienced Investment Advisory Expert to join our team as an Investment Specialist (VRM). In this role, you will be responsible for helping high-net-worth clients achieve their financial goals.

Key Responsibilities:

  • Becoming a trusted advisor and guiding pre-qualified clients with a minimum portfolio size of - 50 lakhs through personalized investment solutions, focusing on our company's PMS and MF strategies.
  • Driving conversions by engaging with high-intent inbound leads generated through our Wealth Monitor app (around 150 calls per month) and converting them into successful investments.
  • Developing client relationships by building rapport, understanding individual needs and asset allocation, and ensuring clients fully comprehend their investment journey.
  • Championing compliance by strictly adhering to KYC/AML and other regulatory requirements.
  • Mastery of the market by leveraging analytical skills to research and explain complex financial information in a clear and concise manner.
  • Detailed delivery of exceptional service by prioritizing client satisfaction and going the extra mile to exceed expectations.

Requirements:

  • An experienced wealth professional with a minimum of 2 years of sales experience in financial services (retail banks, investing fintechs, AMCs, etc.).
  • A communication virtuoso with excellent communication and presentation skills to engage and educate clients.
  • An investment adept with deep knowledge of either mutual funds, stocks, or PMS, with the ability to translate complex financial concepts into layman's terms.
  • A client champion who is highly organized and proactive, with a strong focus on building and maintaining successful client relationships.
  • A compliance maestro with a commitment to adhering to all regulatory requirements.

Salary: The estimated salary for this position is ₹8,00,000 - ₹12,00,000 per annum, depending on experience.



  • Bengaluru, Karnataka, India Spark Private Wealth Full time

    About Spark Private WealthWe are a mid-market financial services franchise that offers investment banking, asset management and private wealth management solutions. Our team consists of experienced professionals who provide innovative financial services to our clients. As a Private Wealth Specialist at Spark Private Wealth, you will play a key role in...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    Job SummaryWe are seeking a highly skilled Financial Growth Specialist to join our team at Stack Wealth. As a key member of our financial operations team, you will play a vital role in helping us achieve our mission to make private wealth experience accessible to the emerging affluent of India.About UsStack Wealth is a Y Combinator-backed startup on a...


  • Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full time

    Company OverviewAnand Rathi Wealth Limited is a renowned financial services firm dedicated to providing top-notch wealth management solutions.SalaryThe estimated annual salary for this role ranges between ₹6,00,000 to ₹15,00,000 based on industry standards and location.Job DescriptionRole Summary: As an Account Manager at Anand Rathi Wealth Limited, you...


  • Bengaluru, Karnataka, India Anand Rathi Wealth Limited Full time

    Job OverviewAnand Rathi Wealth Limited is a leading wealth management firm offering bespoke financial solutions to high net worth individuals.We are seeking an experienced Portfolio Management Specialist to join our team and contribute to delivering exceptional client experiences.


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Job OverviewWe are seeking a highly skilled Wealth Management Operations Specialist to join our team in Bengaluru. As a key member of our operations team, you will play a critical role in supporting the growth and success of our wealth management business.


  • Bengaluru, Karnataka, India Stack Wealth Full time

    Role Overview:We are seeking a highly skilled Technical Support Engineer to join our team at Stack Wealth. As a Technical Support Engineer, you will provide technical support, troubleshoot issues, and offer analytical solutions to customers.The ideal candidate will have strong experience in Node.js, PostgreSQL or MongoDB, and AWS Cloud (ECS, S3, Lambda, RDS)...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    About Stack WealthWe are a digital wealth management solution provider based in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth.Role OverviewThis is a full-time on-site role for a Technical Support Specialist at Stack...


  • Bengaluru, Karnataka, India Floatr Wealth Full time

    Job OpportunityWe are seeking a skilled Strategic Corporate Engagement Specialist to help us expand our impact in the corporate space.This role is ideal for experienced professionals who can leverage their network and expertise to drive business growth. About Floatr Wealth:Floatr Wealth is a financial wellness platform empowering employees through corporate...


  • Bengaluru, Karnataka, India Kristal Full time

    Job Title: Quality Assurance EngineerWe are seeking a highly motivated and detail-oriented Quality Assurance (QA) Engineer to join our team at Kristal.AI. The successful candidate will be responsible for ensuring the high quality of our digital wealth management platform.About UsKristal.AI is a global, digital-first private wealth platform that provides...


  • Bengaluru, Karnataka, India Kristal Full time

    Kristal.AI is a global digital-first private wealth platform providing comprehensive no-frills wealth management solutions for individuals with varying levels of investment experience.About This Role:The successful candidate will be responsible for ensuring the high quality of our digital wealth management platform.Job Description:Create detailed test plans...


  • Bengaluru, Karnataka, India Incred Wealth Full time

    About InCred WealthInCred Wealth is a financial institution that uses technology and data science to make lending quick, simple, and hassle-free. We believe traditional ways of lending can exclude those most in need because of outdated, rigid, and often inefficient processes.


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    Wealth Management at Goldman SachsAt Goldman Sachs, our Wealth Management business empowers clients and customers to reach their financial goals. Our advisor-led wealth management businesses provide comprehensive advice and services to ultra-high net worth and high net worth individuals, as well as family offices, foundations, endowments, and...


  • Bengaluru, Karnataka, India Dezerv Full time

    At Dezerv, we are revolutionizing the world of investing for high net worth individuals.With a team of expert bankers and a wealth management business that has managed over USD 7 billion in assets, we have decades of experience in providing bespoke investment solutions.We understand that investing can be stressful and emotional, which is why our goal is to...

  • Finance Manager

    21 hours ago


    Bengaluru, Karnataka, India Spark Private Wealth Full time

    Spark Private Wealth is a mid-market financial services franchise offering investment banking, asset management and private wealth management solutions. The company has a two-decade old history of providing innovative financial services to entrepreneurs, corporates, business groups, family offices, and high net worth individuals.As a Finance Manager at Spark...


  • Bengaluru, Karnataka, India Liquide Full time

    About Us:Liquide is a pioneering Fintech company dedicated to simplifying investment decisions for investors and traders alike. Our innovative platform empowers users with the tools and knowledge needed to navigate the markets confidently.The Role:As a Strategic Wealth Manager, you will collaborate closely with clients to provide bespoke financial planning...


  • Bengaluru, Karnataka, India Goldman Sachs Full time

    At Goldman Sachs, our direct-to-consumer business provides digital solutions that help customers save and invest. As a Customer Experience Specialist in Wealth Management, you will play a critical role in ensuring the quality and compliance of our operations teams.The firm's direct-to-consumer business, Marcus by Goldman Sachs, combines the entrepreneurial...


  • Bengaluru, Karnataka, India Magnetic Wealth Services Full time

    Magnetic Wealth Services is a sales-oriented organization that offers various products and services to customers. We are seeking an experienced Tele Sales Professional to join our team in Nagarbhavi, Bangalore.The selected candidate will be responsible for promoting and selling our products/services through outbound calls to prospective customers. Key...


  • Bengaluru, Karnataka, India SKS Enterpprises - Human Resource Planning and Management Full time

    About SKS Enterprises - Human Resource Planning and ManagementWe are a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances.**Job Overview:**The RM will work as an advisor to identify and develop new opportunities to deliver advice and solutions to existing clients, and acquire new Wealth...


  • Bengaluru, Karnataka, India Floatr Wealth Full time

    About the RoleWe are seeking an experienced freelance consultant to drive growth and help us scale our SME insurance business. This is a flexible, part-time role that can be pursued alongside a full-time job.The ideal candidate will leverage their network and expertise to identify new business opportunities, build relationships with key decision-makers, and...


  • Bengaluru, Karnataka, India Stack Wealth Full time

    Customer Support Expert WantedWe are looking for a skilled Customer Support Expert to join our team at Stack Wealth. As a Technical Support Specialist, you will be responsible for providing exceptional customer support and service to ensure a seamless experience for our clients.About the RoleThis is a full-time on-site role that requires 2-5 years of...