HNi Wealth Management Professional

Company 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...

Job DescriptionCompany DescriptionWealth First Group, promoted in 2000, is an independent Investment Advisory Firm specializing in 'Treasury and Wealth Solutions.' We manage assets in excess of Rs.16,000 Crores across corporates, family offices, Provident Funds, Trusts, and HNIs. With a core team of 25 experienced investment professionals, our team has a...

Job Summary:As a Portfolio Manager, you will lead a team of professionals overseeing the wealth portfolios of high net worth individuals (HNIs). Your primary responsibility will be to develop and maintain meaningful relationships with clients, ensuring their financial goals are met.You will utilize Maxiom's innovative FinTech tools and platforms to optimize...

This role is for one of the Weekday's clientsSalary range: Rs Rs ie INR 6-11 LPA)Min Experience: 5 yearsLocation: HyderabadJobType: full-timeWe are looking for a dynamic and experienced Wealth Relationship Manager to help clients achieve their financial goals through tailored investment strategies and comprehensive financial planning. This role involves...

Job Title: Senior Relationship Manager- Wealth Management SolutionsOverview:We are seeking a highly skilled and experienced professional to join our wealth management team as a Senior Relationship Manager. In this role, you will be responsible for building and managing relationships with family offices and ultra-high net worth individuals (UHNIs).Key...

JOB ROLE & Responsibilities:- - Acquiring high value relationships into the HNI Broking vertical (EQUITY). - Managing Large Trader Clients/Big Ticket size Client Acquisition & service. - Managing relationship of super HNI clients, retaining & enhancing advisory relationship - Managing relationships of HNI clients, retaining & enhancing advisory...

Job DescriptionThe ideal candidate will be responsible for gaining a deep understanding of the clients business objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients data. Essentially, you will act as the main point of...

Roles and Responsibiliites:Handling a team of 5-10 membersOversee and manage the wealth portfolios of our HNI clients.Engage in meaningful relationship development, understanding the unique needs of each client and ensuring the highest levels of satisfaction.Leverage Maxiom's innovative FinTech tools and platforms to optimize client portfolios.Stay abreast...

Job Title:Cluster Manager">About the Role:We are seeking a results-driven and strategic leader to manage our high-performing wealth management team. The role is responsible for managing the profit and loss accountability of the cluster, growing the HNI client base, and ensuring consistent delivery of investment advisory and wealth management services.Key...

Roles and Responsibiliites: Handling a team of 5-10 members Oversee and manage the wealth portfolios of our HNI clients. Engage in meaningful relationship development, understanding the unique needs of each client and ensuring the highest levels of satisfaction. Leverage Maxiom's innovative FinTech tools and platforms to optimize client portfolios. Stay...