Strategic Wealth Manager

Company: SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other...

As a seasoned wealth manager, you will be responsible for cultivating and maintaining strong relationships with clients.Key ResponsibilitiesThe ideal candidate will have:A proven track record of identifying and capitalizing on business opportunities in wealth management and investment bankingExcellent communication and interpersonal skills to effectively...

Responsibilities: * Provide financial advice on investments and portfolio management( for mutual funds ) * Manage HNIs' wealth through comprehensive planning for mutual funds Employer contact - Jayant Health insuranceLife insuranceSales incentivesPerformance bonusReferral bonusLeave encashment

OverviewProvide strategic, personalized wealth management services to HNI/UHNI clients. Focus on growing, preserving, and transferring wealth using a broad suite of investment instruments, including Mutual Funds, Alternative Investment Funds, and Unlisted Shares. This role demands deep product knowledge, client engagement, and regulatory proficiency.Key...

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) was founded in 1987 and has grown into a well-diversified financial services firm headquartered in Mumbai. With over 12,000 team members, MOFSL offers a range of financial products and services including Private Wealth, Retail Broking, Asset Management, and Investment Banking. The company...

Job Description for Wealth Product Specialist: We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...

Looking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...

About the Role:We are seeking a highly skilled Wealth Management Professional to join our team. The ideal candidate will have a strong understanding of wealth management products and financial planning strategies.Responsibilities:Build and maintain client relationships, identifying opportunities for growth and providing tailored investment and financial...

Job DescriptionJob Description :About the RoleHiring for Relationship Manager / Wealth Manager catering to HNI/UNHI/Family Office segmentResponsibilities- Establish and maintain long-term, trust-based relationships with HNI and UHNI clients.- Understand client requirements and provide strategic advice across a wide spectrum of financial products, including...