Senior Wealth Manager

Wealth Management Expertise: A Key to SuccessJob Description:A highly skilled Wealth Management Subject Matter Expert (SME) is required to oversee the implementation of a Digital Wealth platform. The ideal candidate will possess deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured and...

At the forefront of wealth management, our organization excels as the preferred advisor for high net worth individuals, family offices, corporate treasuries, and institutions across India.Our specialized approach encompasses a 360-degree perspective to cater to client needs. A core practice built on fair dealing underpins our motto – Trust is Paramount.A...

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...

Job OpportunityWe are seeking a dynamic and driven wealth management specialist to join our team.The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting alternate investment opportunities.Key Responsibilities:Identify, connect, and onboard potential investors...

Our organization seeks a skilled Wealth Manager to oversee the management of high net worth individual clients.Key Responsibilities:Client Acquisition and Relationship Management: Acquire and manage high net worth individual clients to ensure seamless service delivery.Client Profiling: Conduct in-depth profiling to offer tailored debt, equity, mutual funds,...

Job Title: Data Engineering Scrum MasterA senior data engineer with experience in scrum methodology is required to lead agile teams and ensure data quality.Responsibilities:Lead agile teams using scrum methodologyEnsure data integrity through documentation and processingCollaborate with cross-functional teams to drive business outcomesRequirements:6-8 years...

Job SummaryAs a Wealth Consultant, you will play a pivotal role in building a qualified pipeline of investors for our Real Estate Fund. Your primary responsibility will be to identify and engage with High Net-Worth Individuals (HNIs) who are interested in real estate investments.Key Responsibilities:Lead Generation & Prospecting: Utilize your networking...

Business Development SpecialistWe are seeking a skilled Business Development Specialist to execute strategic initiatives.About the RoleThis role is instrumental in identifying and acquiring high net worth clients, building long-term relationships with them through proactive engagement and consultation.The successful candidate will be responsible for...

Wealth Management Opportunity:Seeking a dynamic Business Development Manager with experience in financial services to build strong partnerships with wealth managers, IFAs & institutions. Key responsibilities include working across investment products, startup funding & estate planning, contributing to deal structuring, market strategy & client servicing, and...

Job Description">We are seeking a highly skilled Wealth Manager to join our team. The successful candidate will be responsible for managing and supporting a portfolio of clients, building strong relationships and providing personalized advisory services.The ideal candidate will have a certified wealth management or financial planning qualification and a...