Senior Wealth Development Specialist

Unique Wealth Strategies Seeks Experienced Portfolio ManagerWe are seeking a seasoned Portfolio Manager to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will be responsible for managing client relationships, coordinating sales processes, and delivering exceptional client service.Key Responsibilities:Client...

We are Almondz, a leading financial services company looking for talented Senior Wealth Management Professionals to join our team in New Delhi, Kolkata & Ludhiana. As a key member of our team, you will be responsible for delivering exceptional wealth management solutions to our clients.Estimated salary: ₹ 12-15 lakhs per annum**Job Overview**At Almondz, we...

As a Senior Business Development Manager at Unique Wealth Strategies, you will play a key role in driving business growth and expansion. This role involves managing all aspects of client coordination, application, underwriting, and service processes for our wealth management and insurance products.Job Summary:This position requires a high level of...

OverviewBaker Street, a distinguished brand from Bakerstreet Digital Pvt Ltd, stands as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, Cambridge Wealth serves UHNI/HNI/NRI clients, including renowned professionals from various industries.We are committed to a Customer-Centric approach and our...

Job SummaryWe are seeking a highly skilled Digital Marketing Specialist to join our team in Mumbai. As a key member of our marketing department, you will be responsible for developing and executing multi-channel marketing campaigns to drive leads and product adoption.About the RoleThis is a great opportunity for someone with a passion for digital marketing...

Job Overview">In this senior leadership role, you will be responsible for driving the growth and success of our wealth management business. As a seasoned professional with a proven track record in portfolio management, you will leverage your expertise to develop and implement effective strategies that drive revenue growth and enhance client...

Company OverviewCambridge Wealth is a distinguished brand from Baker Street Fintech Pvt Ltd, serving as a premier player in the wealth and mutual fund distribution sector. Awarded by BSE Star and Mutual Fund houses, we cater to UHNI/HNI/NRI clients, including renowned professionals from various industries.We are an early-stage Fintech Startup committed to...

Job Summary:The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.Key Responsibilities:Business...

Company OverviewGA Capital Management Private Limited is a dynamic company with a strong presence in the financial services industry. We offer tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses.We empower our clients to take control of their...

DeVere Group is a leading digital private investment bank and asset management organization.Wealth Management Advisor RoleWe are seeking an experienced wealth management advisor to join our team. As a senior financial professional, you will be responsible for providing personalized investment solutions to help clients achieve their long-term financial...

At Unique Wealth Strategies, we are seeking a skilled Strategic Portfolio Manager to join our team.About the Role:Wealth management involves managing and growing high-net-worth client portfolios by delivering comprehensive financial strategies and solutions. As a US Wealth Management Advisor, you will work closely with clients to understand their financial...

At Livelong Wealth, we are committed to empowering individuals with the knowledge and tools needed for successful financial market navigation. Our team is dedicated to providing expertise, confidence, and resources to help clients achieve their financial goals.We are currently seeking a highly skilled Business Development Associate to join our team in...

Job Overview">We are seeking a highly skilled Wealth Management Professional to join our team at Emkay Global Financial Services Ltd. As a key member of our wealth management division, you will be responsible for delivering exceptional financial services to our high-net-worth clients.Key Responsibilities:">Clients Acquisition and Relationship Building:...

As a Professional Wealth Management Consultant at deVere Group, you will have the opportunity to work with high net worth clients and help them achieve their financial goals.Our company is committed to delivering personalized, independent financial advice to our clients. We believe that everyone deserves a secure financial future, and we strive to make a...

We are seeking an experienced Enterprise Sales Development Lead to join our team at Unique Wealth Strategies. This is a full-time position with a competitive salary of $80,000 - $110,000 per year, depending on experience.About the Role:The Enterprise Sales Development Lead will be responsible for driving sales growth and revenue expansion within our existing...

About the RoleWe invite you to consider an excellent opportunity as a Senior Oracle Database Specialist to grow your experience and expertise with our Team at KGiSL.Do you want to work onsite, while also being part of a smart tech colleagues working across locations?If yes, learn more about this exciting opportunity.Job DetailsJob Title: Senior Oracle...

As a seasoned professional in the wealth management space, you will be responsible for driving growth and expansion of Merito's business in Delhi.Key Responsibilities:Cultivating High-Net-Worth ClientsAchieving Annual Revenue and AUM TargetsGrowing Customer Wallet Share and Book SizeProviding Structured Solutions to Client NeedsPortfolio Review and Strategic...

Job SummaryWe are seeking a highly skilled Financial Advisory Specialist to join our Wealth Advisory business in New Delhi. This is an exciting opportunity for someone who wants to build and monitor customized portfolios for clients, interact with them regularly to support their requirements, and work closely with colleagues to research investment products...

Job OverviewAnand Rathi Wealth Limited is a leading wealth management company, and we are seeking an experienced Financial Advisor to join our team. This role will involve supporting Relationship Managers in maintaining and growing their client base.Key ResponsibilitiesFinancial Planning: Assist in creating financial plans for clients based on their...

Job DescriptionWe are seeking a skilled and experienced Wealth Manager to join our team at Emkay Global Financial Services Ltd. This is an exciting opportunity for a motivated individual to take on a challenging role in wealth management.Key Responsibilities:To acquire and manage high net worth clients with investable surplus of Rs. 1 Cr - 5 Cr and above,...