Wealth Opportunities Specialist

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...

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 Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...

Job description We are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management. This role requires strong leadership skills,...

Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

Job SummaryWe are seeking a highly skilled and experienced Wealth Management Specialist to join our team. As a key member of our wealth advisory unit, you will be responsible for providing exceptional client service and delivering tailored financial solutions.Key Responsibilities:Plan and execute daily tasks with a focus on lead generation and...

Job descriptionWe are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.This role requires strong leadership skills, business...

Job Role: Executive ManagerKey Responsibilities:Maintaining strategic relationships with preferred clients and generating assets under management.Providing expert advice to high net worth individuals on their investments and managing their overall financial portfolios, focusing on client satisfaction.Monitoring the wealth management market for new...

Job OverviewAs a seasoned professional in wealth management, you will play a pivotal role in building and maintaining relationships with high net worth individuals and family offices.Key Responsibilities:Client Acquisition & Relationship Management: Foster and develop strong partnerships with UHNIs and family offices to drive business growth.Investment...

Strategic Wealth Manager PositionWe are seeking a seasoned Strategic Wealth Manager to lead our private banking efforts and drive business growth. As a key member of our team, you will be responsible for defining and executing the strategic direction of our wealth management practice.In this role, you will have the opportunity to build and manage high-value...