Strategic Wealth Management Trainer

Company Description At 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...

Job Title: Wealth Management Subject Matter ExpertThe ideal candidate will have a deep understanding of private banking and wealth management, ensuring business requirements are accurately captured and regulatory compliance is maintained.Key Responsibilities:

Wealth Strategist OpportunityHigh net worth individuals rely on wealth strategists to secure their financial futures. This pivotal role encompasses capital market expertise, client acquisition and retention, and portfolio diversification through expert investment advice.Diligent relationship building with affluent clients, focusing on wealth growth and...

Head of Distribution – Investment ProductsWe are seeking a seasoned executive to lead our distribution efforts for investment products. This individual will be responsible for developing and executing strategies to acquire, manage, and service high net worth individuals.The ideal candidate will have a thorough understanding of financial products such as...

Job Title:Wealth Portfolio ManagerJob Description:We are seeking an experienced wealth portfolio manager to oversee the financial portfolios of our clients. This role involves providing expert investment advice and guidance to clients, ensuring their financial goals are met.The ideal candidate will have a deep understanding of financial markets, investment...

Strategic Partnership DirectorWe are seeking an experienced Strategic Partnership Director to build strong relationships with key stakeholders in the financial services industry.About the Role:Establish and maintain strategic partnerships with wealth managers, IFAs & institutions.Develop and execute cross-functional strategies to drive business...

Job Title:We seek an accomplished Operations Leader to drive strategic growth and excellence in Financial Services/KYC operations.The ideal candidate will possess expertise in Wealth Management, Retail Banking, Compliance, and Financial Risk functions, along with exceptional leadership skills to propel automation, transformation, and continuous improvement...

About this RoleWe are seeking a Private Wealth Manager to acquire high net worth individuals and build business relationships.Key Responsibilities:Bring in new private banking clients through exceptional sales and marketing skills.Nurture and manage customer relationships, delivering tailored wealth management solutions.Sell investment and insurance products...

We're Hiring | Trainer Positions (GeM / Audit) – Maharashtra Leadtech Management Consulting Pvt. Ltd. is looking for dynamic and experienced trainers to conduct district-level, in-person capacity-building workshops for manufacturing MSMEs under the Government-supported RAMP initiative.We're inviting professionals with domain expertise in: Government...

Lead Auditor TrainerThis is a full-time role for a Lead Auditor Trainer. The trainer will be responsible for delivering high-quality training sessions covering various certifications.Responsibilities:Prepare and deliver engaging training materials and sessions.Evaluate trainee performance and provide constructive feedback.Stay updated with the latest...