Wealth Management Professional

Unlock Your Potential as a Wealth Management Expert">At Ikashi Wealth, we're dedicated to empowering High Net-Worth Individuals (HNIs) to achieve their financial goals through personalized investment strategies. Our team of experts offers comprehensive wealth advisory services, spanning Mutual Funds, Equity, Portfolio Management, and more.">Join our...

We are seeking a skilled professional to manage the wealth of high net-worth individuals, retail clients, corporate houses, and financial institutions.Key ResponsibilitiesUnderstand and address clients' financial needs and goalsDevelop personalized wealth management strategiesProvide guidance on investment solutionsConduct financial planning, estate...

Develop your expertise in wealth management products, solutions, and services to drive business growth and deliver exceptional results.Key Responsibilities:Product Training: Deliver comprehensive training sessions on wealth management strategies, tools, and certifications for HNI and institutional clients.Onboarding & Handholding: Provide continuous support...

Investment Advisor RoleWe are seeking a skilled Investment Advisor to join our team. As an Investment Advisor, you will play a critical role in providing personalized investment and financial planning services to clients.The successful candidate will be responsible for developing and maintaining strong relationships with clients, serving as their primary...

Operations manager job description:At Lifelong Wealth, we owe our success to the efficiency of organizational processes. To help maintain and grow this standard, we're seeking an experienced operations manager to oversee daily activities. The ideal candidate will have a sharp business mind and proven success in managing multiple departments for maximum...

Job Description Banking Partner/Sr Banking Partner – Pioneer Banking Job title: Banking Partner /Sr Banking Partner - Pioneer Banking Location: Mumbai Reports to: Area Manager/ Regional Head- Pioneer Banking Band: Middle/ Senior Management Role Details Relationship Management profile involving acquiring, growing and deepening HNI customer relationships...

About Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...

Frontier Wealth is a client-focused wealth management firm dedicated to helping individuals and families plan, grow, and manage their financial future with confidence.We offer goal-based investments aligned with each client's unique needs and life objectives as an AMFI-registered Mutual Fund Distributor.Job DescriptionThis internship opportunity is designed...

Financial Advisor RoleThis high net worth client facing role involves developing long term relationships with affluent individuals to manage and grow their wealth.Key Responsibilities:Identify and acquire new clients through market research, business networking and referrals.Maintain a strong portfolio of existing clients to increase wallet share and asset...

Wealth Management Opportunities Job Description: The ideal candidate will be responsible for delivering exceptional service to high net worth individuals, driving growth and profitability through effective relationship management. Establish and maintain strong client relationships to foster business expansion and revenue growth Analyze client portfolios to...