Senior Wealth Manager
5 days ago
We are seeking an experienced and skilled Senior Wealth Manager to join our team. The successful candidate will have a proven track record of managing wealth portfolios and delivering exceptional client service.
- Develop and implement tailored investment strategies for high net worth individuals, taking into account their financial goals, risk tolerance, and time horizon.
- Conduct thorough needs analyses, providing personalized advice on investment opportunities, asset allocation, and portfolio rebalancing.
- Analyze market trends, identifying potential risks and opportunities to optimize client portfolios.
- Provide ongoing monitoring and maintenance of client accounts, ensuring alignment with their evolving needs and goals.
- Cultivate strong relationships with clients, delivering exceptional customer service and maintaining open lines of communication.
Requirements:
- Minimum 7 years of experience in wealth management, financial planning, and investment advisory.
- Proven track record of AUM generation, with a minimum of $30 million in assets under management.
- Strong knowledge of various wealth instruments, including insurance, fixed deposits, mutual funds, PMS, and AIF.
- Possession of relevant certifications is highly desirable.
Location: Mumbai, Pune, Kolkata
Salary Range: ₹15 LPA - ₹25 LPA
-
Senior Wealth Manager
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full time ₹ 1,04,000 - ₹ 1,30,878 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Wealth Manager
1 week ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeCompany DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...
-
Wealth Manager
3 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
1 week ago
Mumbai, Maharashtra, India Stack Wealth Full time ₹ 15,00,000 - ₹ 28,00,000 per yearAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...
-
Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama Wealth is hiring for below positions for their Digital Business- Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the...
-
Senior Wealth Manager
2 days ago
Mumbai, Maharashtra, India Dalmia Wealth Pvt Ltd Full timeJob description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills,...
-
Wealth Management Analyst
2 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
-
Wealth Management Analyst
2 weeks ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...
