Wealth Management Specialist

4 weeks ago

Gurgaon, Haryana, India HSBC Full time
Unlock Your Potential in Wealth Management

HSBC is seeking a talented and experienced professional to join our team as a Wealth Management Specialist. As a key member of our Personal Wealth Planning team, you will play a critical role in helping our customers achieve their financial goals and secure their financial futures.

Key Responsibilities:
  • Identify and capture investment and insurance business opportunities, leveraging financial planning methodologies to ensure fair outcomes for all types of customers.
  • Engage end-to-end investment and insurance services, including customer needs identification, solution recommendations, application fulfillment, and follow-up.
  • Provide specialist advice on appropriate investment and insurance solutions to meet family protection, education, retirement, and legacy planning needs.
  • Deliver against demanding performance expectations across customer engagement, financial planning, and new business KPIs.
  • Manage individual portfolios to ensure the highest rate of customer satisfaction and persistency through post-sales and ongoing customer engagement.
  • Build and maintain a positive team culture, through ensuring quality business referrals and referral skills among team members and the broader organization.
  • Ensure self and team activities comply with relevant legal and regulatory requirements and meet HSBC standards and procedures.
Requirements:
  • University-level education, preferably in finance, business, or a related discipline.
  • AMFI & IRDA Certified Planners shall have an advantage.
  • Front-line sales experience is preferred, especially if gained in the Insurance or Wealth Management industry.
  • Good communicator—excellent listening skills and ability to explain complex information in a concise manner.
  • Highly self-motivated and self-disciplined with the ability to work effectively and independently.
  • Possess the ability to apply entrepreneurial and commercial thinking to deliver business performance.
  • Fresh graduates with a passion for developing a career in wealth management or the insurance industry will be considered.
Additional Information:
  • Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required.
  • HSBC is committed to building a culture where all employees are valued, respected, and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working, and opportunities to grow within an inclusive and diverse environment.

  • Wealth Planning Specialist

    4 weeks ago

    Gurgaon, Haryana, India HSBC Full time

    Unlock Your Potential in Wealth PlanningHSBC is seeking a skilled and passionate professional to join our team as a Wealth Planning Specialist. As a key member of our Personal Wealth Planning team, you will play a vital role in helping our customers achieve their financial goals and aspirations.Key Responsibilities:Identify and capture investment and...

  • Wealth Manager

    2 weeks ago

    Gurgaon, Haryana, India HSBC Full time

    Personal Wealth Planning RoleHSBC Personal Wealth Planning is seeking an experienced professional to join its team as a Personal Wealth Planner. As part of this role, you will have the opportunity to work with fully dedicated field managers to focus on your personal development and enjoy the support of the HSBC ecosystem.Key ResponsibilitiesIdentify and...

  • Senior Wealth Management Specialist

    1 week ago

    Gurgaon, Haryana, India Tata AIA Life Insurance Full time

    Job Title: Regional Wealth SpecialistJob Summary: We are seeking a skilled Regional Wealth Specialist to join our team at Tata AIA Life Insurance. In this role, you will be responsible for managing sales and business objectives, providing personalized financial advice, and evaluating insurance and wealth potential.Main Responsibilities:Manage sales and...

  • Regional Wealth Specialist

    4 weeks ago

    Gurgaon, Haryana, India Tata AIA Life Insurance Full time

    Job Title: Regional Wealth SpecialistJob Summary:We are seeking a highly skilled Regional Wealth Specialist to join our team at Tata AIA Life Insurance. As a Regional Wealth Specialist, you will be responsible for managing sales and business objectives, meeting or exceeding key targets, and providing personalized financial advice and investment strategies to...

  • Wealth Portfolio Specialist

    2 weeks ago

    Gurgaon, Haryana, India Findoc Full time

    Job Title: Wealth ManagerDescription:We are seeking an experienced Wealth Manager to join our team at Findoc. As a Wealth Manager, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Key Responsibilities:Develop and maintain relationships with...

  • Wealth Management Expert

    1 week ago

    Gurgaon, Haryana, India Antal International Full time

    Job SummaryWe are seeking a seasoned Wealth Management Bond Distributor to expand our team's capabilities. The ideal candidate will possess a deep understanding of the bond market, exceptional sales and relationship-building skills, and a strong network of contacts in the wealth management industry.

  • Wealth Management Expert

    1 week ago

    Gurgaon, Haryana, India Antal International Full time

    Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond products.Build the distribution network of IFAs and MFDs for distributing bond products.Organize and lead offline events.Build and lead a team of RMs to develop the channel.Conduct market research and analysis to identify...

  • Wealth Planning and Protection Professional

    1 week ago

    Gurgaon, Haryana, India HSBC Full time

    About the RoleHSBC is seeking a skilled and experienced Wealth Planning and Protection Professional to join our team. This role will involve identifying and capturing investment & insurance business opportunities, providing specialist advice on appropriate I&I solutions, and delivering against demanding performance expectations.Key ResponsibilitiesIdentify...

  • Wealth Management Professional

    3 weeks ago

    Gurgaon, Haryana, India Stashfin Full time

    About StashFin:As a rapidly growing digital lending platform in Delhi, StashFin is poised to disrupt traditional lending in India. With a team of 200+ smart, young & energetic individuals from top global and Indian universities, we are revolutionizing financial services in the country.We have worked with reputed firms in the Banking and Financial Services...

  • Wealth Portfolio Manager

    4 weeks ago

    Gurgaon, Haryana, India Findoc Full time

    Job OverviewWe are seeking a highly skilled Wealth Manager to provide personalized investment advice and portfolio management services to our clients. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, understanding their investment goals and risk tolerance, and providing tailored investment...

  • Bond Distributor

    1 week ago

    Gurgaon, Haryana, India Antal International Full time

    We are seeking a seasoned Bond Distributor to join our Wealth Management team at Antal International.About the Role:The ideal candidate will have a proven track record of distributing bond products to high-net-worth individuals, families, and institutions. They should possess a deep understanding of the bond market, excellent sales and relationship-building...

  • Strategic Channel Development Manager

    3 weeks ago

    Gurgaon, Haryana, India Stashfin Full time

    About StashFin:- As a rapidly growing digital lending platform in India, StashFin is poised to disrupt traditional lending with a well-funded team of former financial services professionals.- With a team of 200+ smart, young & energetic individuals from top global and Indian universities, StashFin is leveraging its collective experience to deliver...

  • Investment Banking and Wealth Management Professional

    3 weeks ago

    Gurgaon, Haryana, India Coforge Full time

    Job Opportunity at CoforgeWe are seeking a highly skilled professional to join our team in the Investment Banking and Wealth Management domain. The ideal candidate will have a strong understanding of capital markets and be able to navigate complex financial instruments.Key Responsibilities:Setting up financial instruments such as Equity, Bonds, Mutual Funds...

  • Senior Operations Specialist, Wealth Management

    1 week ago

    Gurgaon, Haryana, India Genpact Full time

    Join Our Team at GenpactGenpact is a global professional services and solutions firm that helps businesses achieve their goals. We're looking for a talented individual to join our team as a Process Associate, Wealth Management.As a Process Associate, you'll work with our clients to provide them with a high standard of service. This includes opening accounts,...

  • Financial Management Specialist

    2 weeks ago

    Gurgaon, Haryana, India Manav Management Group Full time

    Financial Management Specialist Job DescriptionManav Management Group is seeking a highly skilled Financial Management Specialist to join our team. As a key member of our finance department, you will be responsible for managing financial processes, ensuring compliance with tax regulations, and providing expert guidance on GST and financial operations.Key...

  • StashFin Wealth Management Executive

    1 week ago

    Gurgaon, Haryana, India Stashfin Full time

    StashFin is a rapidly growing digital lending platform in Delhi, revolutionizing traditional lending in India. With a team of 200+ young and energetic individuals from top global and Indian universities, we leverage our collective experience to deliver best-in-class services and great convenience to our customers. As a key member of our team, you will...

  • Reconciliation Operations Specialist Senior

    1 week ago

    Gurgaon, Haryana, India NTT DATA Services Full time

    The OpportunityNTT DATA Services is a leading provider of asset and wealth management solutions, helping corporations, financial institutions, and high-net-worth families create and manage wealth. Our asset and wealth management solutions include investment processing, investment management, and investment operations solutions.Job SummaryWe are currently...

  • StashFin - Wealth Strategist - Channel Development

    2 weeks ago

    Gurgaon, Haryana, India Stashfin Full time

    About StashFin:We are a rapidly growing digital lending platform based in Delhi, founded by a team of experienced financial services professionals dedicated to disrupting traditional lending in India.Our team has a strong background in the Banking and Financial Services (BFSI) space, having worked with prominent firms such as Bank of America, Merrill Lynch,...

  • Compliance Specialist

    3 weeks ago

    Gurgaon, Haryana, India Stap Management Consultants Full time

    Job Title: Compliance SpecialistJob Summary:Stap Management Consultants is seeking a skilled Compliance Specialist to join our team. The ideal candidate will have a strong background in compliance and risk management, with experience in auditing and verifying factory compliance with organizational standards.Key Responsibilities:- Conduct onsite assessments...

  • Senior Business Growth Specialist

    1 week ago

    Gurgaon, Haryana, India Ananta Resource Management Full time

    Job Summary:Position Title: Senior Business Growth SpecialistLocation: GurgaonJob Role: We are seeking a highly skilled Senior Business Growth Specialist to join our team at Ananta Resource Management.The ideal candidate will be responsible for acquiring new clients in the B2B market, exploring potential new industries for business development, building and...