Wealth Management Expert

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Job Title: Private Wealth ExpertAbout the Role:We are seeking an experienced and skilled Private Wealth Expert to join our team. As a key member of our wealth management department, you will be responsible for building and maintaining strong relationships with high-net-worth individuals.Key Responsibilities:Client Relationship Management: Develop and...

Wealth Management Role OverviewThe ideal candidate will possess extensive experience in wealth management, specifically within private banking and high-net-worth client relationships. Responsibilities include acquiring new affluent clients through targeted research and networking, as well as maintaining existing client relationships to generate assets under...

Key Responsibilities:Build and manage relationships with high net worth individuals, ultra-high net worth individuals and family offices. Offer expert advice on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts and infrastructure investment trusts within a specific ticket size range.Expand the wealth...

Job Title: Wealth Management Domain ExpertAbout the RoleWe are seeking a highly skilled professional to guide the successful 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, regulatory compliance is maintained,...

Financial Planning and Investment ExpertWe are seeking a highly skilled professional to provide personalized financial planning and investment advice to high net worth individuals and families.Main Responsibilities:Develop tailored financial plans to meet clients' goals and objectives.Manage day-to-day financial planning, investment management, and asset...

Job Overview:We are looking for an experienced Wealth Head with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals.Responsibilities:• Develop and maintain...

Unlock global investment opportunities with a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets.A data-driven approach empowers you to make smarter investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global...

We are seeking a Wealth Management specialist to drive investor acquisition, build relationships with high net worth individuals and professionals, and promote alternate investment opportunities.Key ResponsibilitiesMain Objectives:Identify potential investors (angels, HNIs, UHNIs, family offices, and professionals)Drive sales of curated investment...

Job Title: Wealth Management ExecutiveAbout the RoleThis is a senior leadership position that will drive business growth and revenue through strategic client acquisition and wallet-share expansion. The successful candidate will have a proven track record of building long-term relationships with high net worth individuals, family offices, and senior...