Wealth Solutions Expert

We are seeking a highly skilled Private Wealth Strategist to join our team.About the RoleThe Private Wealth Strategist will be responsible for developing and implementing comprehensive wealth management plans that meet the unique financial needs and goals of high net-worth individuals, retail clients, corporate houses, and financial institutions.Creating and...

Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...

About Wealth Management We are a rapidly growing financial services firm focused on delivering customized investment solutions to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).We offer a comprehensive range of wealth management instruments, including equity, mutual funds, Portfolio Management Services (PMS), Alternative...

Responsibilities 1 Increasing the Liability book and Investment AUM portfolio size through deepening and new acquisition 2 Revenue generation through cross sell of business banking and wealth products like Trade Forex Insurance Investments Retail Assets etc 3 Ensure quality of sourcing by acquiring Potential Insignia Clients 4 Acquiring and...

About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

Job Title: Private Wealth ManagerAs a Private Wealth Manager, you will play a pivotal role in guiding high net worth individuals and families to achieve their financial objectives.The ideal candidate will have extensive experience in portfolio management, banking, wealth management, and/or financial advisory services.Craft bespoke investment strategies...

About the Company At Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

Unlock Your Potential as a Wealth ManagerAre you ready to take your career to the next level and lead high net worth clients towards sustainable wealth creation?This is an exceptional opportunity to join a global private banking platform with a robust product offering and contribute to its growth in India.Job Overview:The successful candidate will be...

About the CompanyAt Prosperr.io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. Through cutting-edge AI-driven automation and intuitive...

Job Title: Chief Manager- Wealth ManagementWe are seeking a skilled and experienced Chief Manager- Wealth Management to join our team. The successful candidate will be responsible for managing client relationships, developing solutions to meet client needs, and increasing revenue through strategic planning.Job Description:The ideal candidate will have a...