Wealth Management Expert

Job Title:Private Banking ExpertWe are seeking a highly skilled Private Banking expert to lead the successful implementation of a Digital Wealth platform. The ideal candidate will provide deep domain knowledge in private banking and wealth management, ensuring business requirements are accurately captured, regulatory compliance is maintained, and customer...

Key Job Responsibilities:Strategic Relationship DevelopmentBuild and manage strategic relationships with high net worth individuals (HNIs) and family offices to drive business growth.Investment Advisory & Product DistributionOffer expert advisory on mutual funds, alternative investment funds, portfolio management services, real estate investment trusts, and...

Unlock Global Investing OpportunitiesAs a seasoned professional, you will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with the...

Wealth Consultant RoleIn our ongoing pursuit of excellence in wealth management, we are seeking a skilled Wealth Consultant to join our team. As a key player in lead generation from High Net-Worth Individuals (HNIs), this role involves building a qualified pipeline of investors for our Real Estate Fund.Key Responsibilities:Develop and execute strategies for...

Private Wealth AdvisorWe are seeking a highly skilled Private Wealth Advisor to join our team. As a Private Wealth Advisor, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.Key Responsibilities:Provide tailored advice to clients to help them achieve their financial goals.Develop and...

Location: Bangalore, KarnatakaExperience: 2+ yearsEmployment Type: Full-Time (On-site)About RuDo WealthRuDo is a digital wealth platform designed for mass affluent NRIs who want to build long-term wealth effortlessly. Our app combines automated portfolio management, with hyper-personalized experience through data-driven investing and dynamic approach to help...

Job Title: Private Wealth ManagerWe are seeking a skilled financial expert to join our wealth management team. As a key member, you will be responsible for understanding and addressing clients' financial needs and goals.Developing personalized wealth management strategies and providing guidance on investment solutions is essential to meeting the unique...

About the RoleThis role is instrumental in acquiring High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) as clients and building a strong relationship with the bank.Identify and acquire new private banking clients to generate fee income.Nurture and manage end-to-end customer relationships for private customers by fulfilling their...

About Our Wealth Team:We're reimagining wealth management for India's emerging affluent. Our mission is to make sophisticated investing strategies accessible, transparent, and aligned with individual financial goals.Our team has deep experience across finance, product, and technology, backed by world-class investors.Since our inception, over 100,000 clients...

Job OpportunityWe are seeking a seasoned professional to join our team as Senior Vice President of Wealth Management. This individual will be responsible for directly managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.Key ResponsibilitiesEstablish...