Wealth Management Consultant

Nuvama Wealth Management: A Leading Wealth and Asset Management FirmNuvama Wealth Management, formerly Edelweiss Wealth Management, is a prominent player in India's wealth and asset management industry, with Assets under Advisory (AUA) exceeding ₹ 2,00,000 cr. Backed by the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Job Title: Senior Wealth ProfessionalLead a team of Private Wealth Managers to achieve business objectives and contribute to the growth of LADDERUP WEALTH MANAGEMENT PVT LTD.Recruit and manage a team of experienced Wealth Managers and provide guidance on investment strategies and client relationship management.Develop and implement business plans to meet...

Job Summary:We are seeking an experienced Equity and Wealth Management Professional to join our team at Spark Private Wealth.Key Responsibilities:Process transactions for Product of Equity, Fixed Income, and Mutual Funds with accuracy and efficiency.Deliver data on time and manage the turnaround time for all operational activities.Reconcile various asset...

Executive Leadership Role:Expertise in transaction processing of equity, fixed income, and mutual funds is required.Delivering timely data and managing the turnaround time for operational activities.Reconciliation knowledge for various asset classes, including equity and mutual funds, is essential.Requirements:Proficiency in English, both written and...

We are seeking an experienced Strategic HR Business Partner to join our Nuvama Wealth team in India. As a key member of our organization, you will play a critical role in driving business outcomes through strategic HR interventions.About the RoleThis is a unique opportunity to work with a leading wealth and asset management firm in India, serving close to a...

Key ResponsibilitiesAs a Strategic Wealth Manager at Kotak Mahindra Bank, you will be accountable for designing and implementing tailored wealth creation strategies for high-net-worth individuals. This involves conducting in-depth analysis of clients' profiles to identify opportunities for wealth growth, preservation, and enhancement.Key Accountabilities1....

Job Title: Strategic Wealth Operations ManagerWe are seeking a highly skilled Strategic Wealth Operations Manager to join our team at Sapient Wealth Advisors & Brokers Pvt Ltd.As a Strategic Wealth Operations Manager, you will be responsible for developing and implementing operational strategies that align with the firm's business goals. You will drive...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Job PurposeThe incumbent would be responsible for managing high net worth individual (HNI) customers with surplus investment amounts of Rs. 1 Crore above, and have regular meetings with them. Additionally, they would support the team in achieving their sales targets, resulting in a revenue three and a half times the cost-to-company.Key DeliverablesExecute...

Job Title: Wealth Management SpecialistJob Summary:Vitasta Consulting Pvt Ltd is seeking a skilled Wealth Management Specialist to manage client relationships and provide investment advice. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships...

About the JobThe Wealth Manager will serve as the primary point of contact for high net worth clients, responsible for acquisition, development and maintenance of these relationships.The ideal candidate will have a proven track record of building and managing relationships with high net worth individuals, with a strong understanding of wealth management...

About Vitasta Consulting Pvt LtdVitasta Consulting Pvt Ltd is a leading consulting firm that provides expert services in the wealth management industry.Job Summary:We are seeking an experienced Senior RM Wealth to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track...

KEY RESPONSIBILITIESAs a Private Wealth Creation Specialist, you will be accountable for implementing an integrated plan that addresses wealth creation, wealth preservation, and wealth enhancement for private clients. This will be achieved through an in-depth analysis of the client's profile, showcasing the entire product suite of Kotak Group, and delivering...

Key Responsibilities and AccountabilitiesAs a PCG Elite Wealth Manager, you will be accountable for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients. This involves an in-depth analysis of the client's profile to deliver tailored solutions.Main Responsibilities: Showcase the entire product suite...

Job Title: Senior Wealth Relationship ManagerVitasta Consulting Pvt Ltd is seeking a highly skilled Senior Wealth Relationship Manager to join our team. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships in the wealth management...

Job Description:Vitasta Consulting Pvt Ltd is seeking an experienced Wealth Relationship Manager to manage client relationships in the wealth management industry. The ideal candidate should possess a strong understanding of financial markets, excellent communication skills, and a proven track record of managing client relationships.Responsibilities:Build and...

KEY RESPONSIBILITIES AND ACCOUNTABILITIESAs a PCG Elite Wealth Manager, you will be accountable for implementing an integrated plan that addresses wealth creation, preservation, and enhancement for private clients. This will involve an in-depth analysis of the client's profile to deliver tailored solutions.KEY RESPONSIBILITIES1. Showcase the entire product...

Job Description for Wealth ManagerRole: Wealth ManagerQualification: Graduate (MBA)Location: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working (wherein 4th & 5th Saturday is going to be off, Subject to company's policy)Age: Up to 40 YearsInterview Round: 2 Rounds of...

Job DescriptionThe role of a Senior Wealth Manager at Motilal Oswal Financial Services Limited is to mentor, monitor and drive a team of wealth managers to cater to the investment needs of mass affluent clients.To meet desired revenue, client acquisition and AUM targets through self and team contribution.Key Responsibilities:Manage a team of wealth managers...

About Neo Wealth and Asset Management:At Neo Wealth and Asset Management, we are committed to delivering innovative and comprehensive wealth and asset management solutions to our clients. We are seeking a highly skilled Network Infrastructure Manager to join our infrastructure team.The ideal candidate will have a strong background in network design and...