Strategic Wealth Partner

Global Wealth Management ProfessionalUnlock global investment opportunities with our platform, allowing retail investors to easily invest in mature markets.Our data-driven platform empowers you to make informed investment decisions with insights and automated research. Track your portfolio's health, discover new stocks, and stay ahead of global investment...

Job Title: Wealth Management ExpertAbout the RoleWe are seeking a highly skilled Wealth Management expert to lead the successful implementation of our Digital Wealth platform.Domain & Functional ExpertiseAct as the primary domain expert for wealth management, private banking, and digital advisory.Interpret and validate business requirements across...

About Our Client: Our client is a prominent force in India's rapidly expanding flexible workspace industry, catering to the evolving needs of large enterprises and fast-growing companies. In less than a decade, it has scaled significantly, establishing a pan-India footprint of state-of-the-art office campuses designed to foster collaboration, innovation, and...

Job Title: Founder LiaisonThe ideal candidate will serve as a strategic partner to the founder, supporting their work in interior design, architecture, and vastu consultancy.Key Responsibilities:Follow up with team members on tasks and deadlines.Track productivity and flag issues/delays to the founder.Coordinate logistics for site visits, client meetings,...

Customer Consultant RoleWe are seeking a strategic Customer Consultant to drive customer outcomes and influence product development.The ideal candidate will have ~3 years of experience in customer delivery, consulting, or operations and be able to navigate complex situations.You will work directly with founders, product, and engineering teams to build...

Job Title: Senior Wealth Relationship ManagerKey Responsibilities:Meet High Net Worth and Priority Banking Targets.Achieve Individual Portfolio Business Growth Targets across Priority Banking (40%).Ensure targets given at absolute levels are met.Banking Targets - Individual (10%): Ensure banking targets are met with focus on defined income...

Anand Rathi Wealth Limited is a leading company in wealth creation for High-Net-Worth Individuals and Ultra-High-Net-Worth Individuals.Our approach is transparent, data-backed, and objective-driven, specializing in wealth creation, risk management, tax planning, and estate planning.We foster a culture of trust, collaboration, and excellence, certified as a...

We are seeking a dynamic and strategic leader to develop and manage our partner ecosystem in the Indian Education sector.This high-visibility role requires building, onboarding, and managing partnerships across various stakeholders.Develop and implement a comprehensive partnership strategy for the Indian education market.Identify, engage, and onboard key...

Strategic Wealth ManagerA highly skilled and experienced wealth manager is required to oversee a portfolio of high-net-worth clients, offering personalized investment advisory and wealth management solutions.This individual role requires a strong personal network, deep product knowledge, and a track record of building long-term client relationships while...

Job Summary:The role of the HR People Partner involves providing essential HR services to the organization within a specific region or group of countries.