Wealth Management Professional
5 days ago
The role requires a skilled professional to cater to the investment needs of mass affluent clients, meeting revenue targets through client acquisition and asset under management (AUM) targets. The successful candidate will ensure all processes are followed, aligning with the organization's ethos.
Key Responsibilities- Recommend investment products such as mutual funds, portfolio management services, alternative investment funds, private equity, and unlisted shares to cater to the investment needs of mass affluent clients.
- Meet the required AUM and investor acquisition targets for the given area.
- Deliver timely, customized wealth advice to high net worth individual (HNI) customers.
- Regularly review clients' portfolios to ensure alignment with their investment objectives.
- Participate in joint calls with the branch team.
- Educational Qualifications: Post-Graduation
- Experience: 3 years in sales or wealth management, handling HNI clients.
- Team handling experience: Not mandatory
- Preferred industry background: Wealth Management, Banking, Investment Counselling
- Domain Knowledge: Sales/Wealth Management, Capital Markets, Investment Products
Key domains include Wealth, Investment Products, Mutual Funds, PMS, AIF, PE, and SP.
-
Wealth Management Professional
6 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeJob Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key...
-
Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Nuvama Wealth Full timeNuvama 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...
-
Senior Wealth Management Professional
1 day ago
Mumbai, Maharashtra, India Equirus Full timeWe are seeking a seasoned Senior Wealth Management Professional to join our Wealth Management Team:Key Responsibilities:Lead the Wealth Management space with 8-12 years of experience.Develop strong leadership and team management skills.Hold an MBA from a premier business school.Gain a sound understanding of Wealth Management Products (MF, Bonds, PMS, AIFs,...
-
Wealth Management Professional
6 days ago
Mumbai, Maharashtra, India Emkay Global Financial Services Ltd Full timeJob Title: Wealth ManagerAt Emkay Global Financial Services Ltd, we are seeking a highly skilled and experienced Wealth Manager to join our team.Key Responsibilities:Acquire and manage high net worth clients with investable surplus of 1 Cr. - 5 Cr and above.Provide comprehensive financial planning and portfolio services to clients.Execute transactions post...
-
Asset & Wealth Management Professional
6 days ago
Mumbai, Maharashtra, India Goldman Sachs Full timeJob Opportunity: Asset & Wealth Management, Fundamental Equities, Analyst, IndiaGoldman Sachs' Asset & Wealth Management division is seeking a highly motivated individual to join our team as an Associate in Fundamental Equities, India. As a key member of our team, you will be responsible for supporting senior sector analysts in covering listed companies in...
-
Senior Wealth Management Professional
14 hours ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout the Job:The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...
-
Luxury Real Estate Sales Professional
5 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeTransaction ManagerAs a key member of our team at Neo Wealth and Asset Management, you will play a pivotal role in driving sales and delivering exceptional advisory services for luxury residential properties. Your focus will be on building and maintaining strong relationships with high-net-worth clients, ensuring seamless transactions, and providing...
-
Graphic Design Professional
5 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeGraphic Design Internship OpportunityAs a Graphic Design Intern at Neo Wealth and Asset Management, you will collaborate closely with our marketing and creative teams to develop engaging visual content that strengthens our brand and communication efforts.Key Responsibilities:Visual Asset Creation: Assist in designing impactful visuals for presentations,...
-
Asset & Wealth Management Professional
5 days ago
Mumbai, Maharashtra, India Goldman Sachs Full timeJob OpportunityGoldman Sachs is seeking a highly motivated individual to join our Asset & Wealth Management team as an Associate. The successful candidate will work closely with senior sector analysts to cover listed companies in their sectors.Responsibilities:Conduct in-depth research on companies and sectors to provide insightful analysis and...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Corenza Full timeAbout CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. With a team of experienced professionals, including CAs, CFAs, CFPs, and MBAs, we provide comprehensive financial solutions to our clients.Role and ResponsibilitiesAs a Wealth Advisor at Corenza, you will be responsible for...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Corenza Full timeAbout CorenzaCorenza is a digital family office that provides personalized wealth management services to high net worth individuals. With a team of over 12 experienced professionals, including CAs, CFAs, CFPs, and MBAs, we manage over ₹100 crore in assets under management.Role and ResponsibilitiesWe are seeking a skilled Wealth Management Specialist to...
-
Global Wealth Manager
3 days ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCHSBC offers a career that will take you further, with opportunities, support, and rewards that will help you grow professionally and personally.Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management, and Global Private Banking, to become one of the world's largest global wealth...
-
Global Wealth Manager
6 days ago
Mumbai, Maharashtra, India HSBC Full timeUnlock New Opportunities with HSBCAre you looking for a career that will take you to new heights? Join HSBC and experience the possibilities. Our Global Wealth Management team is seeking an experienced professional to join our Overseas Indian Support team.Key ResponsibilitiesSource and deliver on meeting Overseas Indian Non-Traditional Business (NTB) targets...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Title: Virtual Wealth ManagerAt PEOPLEOCITY LLP, we are seeking a skilled Virtual Wealth Manager to join our team. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve their financial goals.Key Responsibilities:Build and maintain relationships with...
-
Wealth Management Specialist
6 days ago
Mumbai, Maharashtra, India Riverforest Connections Private Limited Full timeJob PurposeThe role requires catering to the investment needs of mass affluent clients, meeting revenue and AUM targets, and ensuring adherence to organizational ethos.Key ResponsibilitiesRecommend investment products such as MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, and Direct Equity to meet client needs.Meet AUM and investor acquisition targets for the...
-
Senior Network Architect
1 day ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeAbout Neo Wealth and Asset Management:At Neo Wealth and Asset Management, we are seeking a highly skilled Senior Network Architect to join our Infrastructure team. As a key member of our team, you will be responsible for designing, implementing, and managing our network infrastructure, ensuring the highest level of security and performance.Key...
-
Wealth Management Specialist
14 hours ago
Mumbai, Maharashtra, India PEOPLEOCITY LLP Full timeJob Profile:We are seeking a skilled Wealth Management Specialist to join our team at PEOPLEOCITY LLP. As a Virtual Wealth Manager, you will provide financial advisory services remotely through digital platforms, helping clients manage their wealth and achieve financial goals.Key Responsibilities:Build and maintain relationships with clients through virtual...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India Yubi Group Full timeAbout Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing the global debt market by streamlining finance between borrowers, lenders, and investors. As the world's leading platform for debt discovery, investment, and fulfillment, we empower individuals to seize opportunities and drive growth. With a Series B fundraising round of $137...
-
Senior Wealth Strategist
6 days ago
Mumbai, Maharashtra, India Talent Corner Full timeKey ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting Affluent & Super Affluent segments. The ideal candidate will cultivate relationships, grow Assets Under Management (AUM), advise on investments, and enhance portfolios.RequirementsThe successful candidate will have expertise in investments, markets,...
-
Senior Wealth Manager
5 days ago
Mumbai, Maharashtra, India ConsultBae India Private limited Full timeJob Title: Senior Wealth ManagerAs a Senior Wealth Manager at ConsultBae India Private Limited, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with expert financial advice and personalized wealth management solutions. Your role will involve a deep understanding of financial markets,...