Wealth Management Specialist

Job DescriptionWe are seeking a skilled Wealth Management Specialist to join our team. In this role, you will be responsible for managing high net worth individual client relationships. Your primary goal is to understand their financial situations, goals, risk appetite, and lifestyle needs to provide personalized wealth management solutions.Key...

Wealth RMLocation-ChennaiExperience: 2+ yearsQualifications:Any GraduateExperience in Dealing with Existing ClientsSkills RequiredShould be ok for open market salesMust be ok for SalesNeed to do client acquisitionProducts-Mutual Fund,Demat account,PMSShould do self sourcing

Wealth Manager (Female Only)Location: Chennai, IndiaCompany: 360acbsIndustry: Financial Services / Wealth ManagementJob Type: Full-TimeExperience: 1–4 Years (Flexible depending on candidate profile)Gender Preference: Female Candidates Only (as part of diversity hiring initiative)About 360acbs:360acbs is a trusted name in the financial services industry,...

Company Overview – NJ MacsonNJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are...

Company DescriptionPROFITMART is an emerging Stock Broking house in India offering diversified investment options such as Equities, Derivatives, Currency, Commodities, IPO, and Mutual Funds. We provide expert knowledge and efficient trading software, supported by effective investing tools. PROFITMART aims to fulfill your desire to increase your profits...

Job Description:The primary objective of this role is to establish and maintain strong, long-lasting relationships with clients in the wealth management sector.As a seasoned professional, you will be responsible for identifying business opportunities, generating leads, and driving revenue growth through effective cross-selling of wealth management products...

We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

About AssetPlusAssetPlus is a fast-growing fintech company providing innovative investment solutions. We are seeking a Manager – Wealth & Investment Services to lead and manage a team of financial experts and financial analysts, ensuring exceptional client service and business growth.Key Responsibilities:Team Leadership & DevelopmentLead, guide, and...

Role: Relationship Manager - Wealth Location: #Chennai #Tamilnadu Responsibilities Acquire & manage HNI clients, ensuring seamless service delivery. Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products. Manage & analyze client portfolios for performance and profitability. Drive cross-selling, deepen relationships, and...

Role: Relationship Manager - WealthLocation: #Chennai #TamilnaduResponsibilitiesAcquire & manage HNI clients, ensuring seamless service delivery.Conduct client profiling to offer Debt, Equity, MF, Structured & Real Estate products.Manage & analyze client portfolios for performance and profitability.Drive cross-selling, deepen relationships, and enhance share...