Wealth Management Professional

About the RoleOur Team is Seeking a Motivated and Ambitious ProfessionalWe are looking for a highly skilled and experienced Wealth Consultant who can help us build a qualified pipeline of investors for our Real Estate Fund. The ideal candidate will have experience in financial services, wealth management, or investment products, and a strong ability to...

At the core of our organization, we have a compelling opportunity for an experienced professional to lead the development and expansion of our wealth management division. This role is pivotal in ensuring high-quality investment solutions and client-centric financial planning.The ideal candidate will possess a deep understanding of portfolio management,...

**Role Overview:**This wealth management role involves fostering relationships with high-net-worth individuals to understand their financial goals and objectives.**Key Responsibilities:Develop tailored wealth management strategies for clients based on their needs and risk tolerance.Regularly review and discuss portfolio performance with clients to ensure...

THIS OPENING IS WITH A REPUTED NBFC FOR THEIR PCG VERTICLE INTO WEALTH MANAGEMENT FOR MUMBAI LOCATION (ANDHERI & PRABHADEVI, OTHERS), LOCAL CANDIDATES WITH WEALTH PRODUCTS SELLING EXP FROM BANKS, NBFC OR OTHER FINANCIAL COMPANIES SHOULD APPLY.CTC: UP TO 22 LPA (DEPENDING UPON CANDIDATES)Job PurposeResponsible for acquiring NTF (new to the firm) clients,...

Job Title:Wealth Management LeaderKey Responsibilities:Client Acquisition & Relationship Management: Acquire and grow relationships with HNI/UHNI clients, family offices, and senior professionals to expand wallet-share.Wealth Advisory & Solutions: Advise on a wide range of investment products including Mutual Funds, PMS, AIFs, Bonds, Structured Products, and...

Private Banking OpportunityThe role of a Private Banker involves managing day-to-day financial planning, investment management, and asset allocation tasks.This entails working closely with clients to understand their financial goals, providing tailored advice, and ensuring the effective management of their wealth.To excel in this position, one must possess...

Role & responsibilitiesJob Title: Relationship Manager-First WealthJob Type: Full-TimeJob Category: Retail BankingDepartment: Retail Banking > Branch Banking > Branch > Relationship ManagementLocation: LucknowAdditional ParametersMinimum 3 years of experience in wealth management or relationship management in the banking or financial services industryStrong...

Job SummaryWealth Management ExpertiseA Private Wealth Manager will be responsible for understanding and addressing clients' financial needs and goals, developing personalized wealth management strategies, and providing guidance on investment solutions. This role is ideal for a highly motivated individual with excellent communication skills and a passion for...

Job Opportunity:We are seeking an experienced professional to fill a key role in our organization.About the Role:The successful candidate will be responsible for developing and providing solutions to clients based on their requirements. This involves regular follow-up with leads, increasing the client base, and upselling/cross-selling products.Key...

Our organization is seeking a skilled Affluent Wealth Relationship Manager to join our team.As a key member of our Private Banking group, you will be responsible for building and maintaining relationships with high net worth individuals and families. Your role will involve identifying business opportunities and providing exceptional customer service.Key...