Private Wealth Manager

Job Description:As a Private Wealth Manager, you will be responsible for developing personalized wealth management strategies and providing guidance on investment solutions to high net-worth individuals, retail clients, corporate houses, and financial institutions.The role involves understanding and addressing clients' financial needs and goals, conducting...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Senior Manager Job DescriptionWe are seeking a skilled Senior Manager to join our Wealth Management team. As a key member of our team, you will be responsible for developing and providing solutions to clients based on their financial goals and requirements.The ideal candidate will have excellent communication and interpersonal skills, as well as strong...

Unlock Global Investment OpportunitiesStrategic Leadership Role: We are seeking a seasoned professional to lead the development and expansion of our wealth management division.Key Responsibilities:Develop and implement a comprehensive wealth management strategy, aligning with our global investment vision.Collaborate with channel partners to bring global...

Senior Wealth ManagerThis role requires a senior professional to develop and maintain relationships with high-net-worth clients, family offices, and senior professionals.The successful candidate will be responsible for conducting regular portfolio reviews, providing tailored wealth planning and tax-efficient investment strategies, and offering strategic...

About this RoleJoin our Wealth Management team and gain hands-on experience in investment advisory, portfolio construction, and risk analysis.We are seeking a talented and motivated student intern to work on cutting-edge projects involving wealth management, asset allocation, and risk profiling.This is an extraordinary opportunity for a self-driven,...

High Net-Worth Client Manager">We are seeking a dynamic professional to join our team as a High Net-Worth Client Manager. This role involves managing relationships with affluent clients and providing personalized wealth management services.">The successful candidate will have excellent communication skills, be able to understand client needs, and provide...

Job Title: Wealth StrategistWe're reimagining wealth management for India's emerging affluent, making sophisticated investing strategies more accessible, transparent and aligned with individual financial goals.Founded by a team with deep experience across finance, product and technology we're backed by world-class investors.We're not here to follow the...

High Net-Worth Individuals and institutions across India are seeking skilled professionals to serve their clients effectively.Key Responsibilities:Deliver comprehensive training sessions on wealth management products and solutions.Provide continuous support and guidance to new Relationship Managers.Monitor and follow up on RMs' progress.Assist RMs in...

Key Responsibilities:Client Acquisition and Relationship Management: Build and maintain relationships with family offices and high-net-worth individuals.Investment Advisory and Product Distribution: Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and infrastructure investment...