Senior Wealth Manager
2 days ago
We are seeking a Senior Wealth Manager to join our team at DBS Bank, one of the leading banks in Asia. As a market leader in consumer banking, we offer a wide range of products and services to help our customers achieve their financial goals.
Key Responsibilities- Develop and implement effective investment strategies for high net worth individuals and families.
- Build and maintain strong relationships with clients to understand their financial needs and provide personalized advice.
- Work closely with cross-functional teams to identify new business opportunities and develop innovative solutions.
- Ensure compliance with regulatory requirements and internal policies.
- Bachelor's degree from a recognized university or equivalent experience.
- Minimum 7-9 years of experience in wealth management or a related field.
- Strong knowledge of investment products, risk management, and portfolio analysis.
- Excellent communication and interpersonal skills.
- Able to work in a fast-paced environment and adapt to changing circumstances.
- Competitive salary: ₹15,00,000 - ₹25,00,000 per annum.
- Comprehensive benefits package including medical insurance, retirement plan, and paid time off.
- Ongoing training and professional development opportunities.
- Collaborative and dynamic work environment.
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Senior Wealth Manager
5 days ago
Pune, Maharashtra, India HSBC Full timeJob OverviewIn this challenging and rewarding role, you will be responsible for delivering exceptional customer service to our Premier clients. As a Senior Wealth Manager, you will be the primary point of contact for these high-net-worth individuals, providing personalized support and guidance to help them achieve their financial goals.
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Strategic Leader
4 weeks ago
Pune, Maharashtra, India Genpact Full timeJob SummaryGenpact is seeking a highly experienced professional to lead our Wealth Operations team. As a Strategic Leader, you will be responsible for providing strategic direction and leadership for the Capital Markets and Wealth management operations, aligning them with the overall business objectives.Key ResponsibilitiesCollaborate with executive...
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Financial Services Specialist
2 days ago
Pune, Maharashtra, India AllianceBernstein Full timeAbout AllianceBernsteinWe are a leading global investment management firm that fosters diverse perspectives and innovation to help our clients navigate the uncertainty of capital markets.Job Description:A Financial Services Specialist - Private Wealth Management will work in a team that supports multiple Financial Advisors and their clients. This role is...
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Private Wealth Operations Specialist
4 weeks ago
Pune, Maharashtra, India AllianceBernstein Full timeCompany OverviewAllianceBernstein is a leading global investment management firm that fosters diverse perspectives and innovation to help clients navigate capital markets.Operations Associate RoleWe seek a Private Wealth Operations Associate to support multiple Financial Advisors and their clients. This role involves client service management, including...
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Strategic Wealth Management Specialist
16 hours ago
Pune, Maharashtra, India Bakerstreet Digital Full timeUnlock Your Potential in FintechBakerstreet Digital is a pioneering fintech company revolutionizing wealth management. As a Business Analyst, you will play a pivotal role in driving our transformative financial product forward.
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Wealth Management Director Pune Mumbai
3 weeks ago
Pune, Maharashtra, India ConsultBae India Private limited Full timeAs a Wealth Management Director at ConsultBae India Private Limited, you will lead our wealth management activities in the Pune and Mumbai regions. With a strong focus on revenue growth and market share expansion, you will be responsible for establishing and delivering exceptional services to High Net Worth Individuals (HNIs) and ultra-HNIs.About the RoleThe...
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Senior Software Engineer
1 month ago
Pune, Maharashtra, India HSBC Full timeUnlock Your Potential as a Senior Software EngineerHSBC is one of the world's leading banking and financial services organisations, with operations in 64 countries and territories. We're seeking an experienced Senior Software Engineer to join our team in Pune, working on Wealth Personal Banking IT.Key Responsibilities:Develop software solutions by studying...
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Pune, Maharashtra, India HSBC Full timeUnlock Your Potential in Software EngineeringAt HSBC, we are committed to helping individuals and businesses thrive. As a Senior Software Development Expert for Wealth Personal Banking IT, you will play a key role in shaping the future of our organisation. About the RoleDevelop and implement software solutions that meet the needs of our clients and...
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Private Wealth Management Expert
4 weeks ago
Pune, Maharashtra, India Randstad Enterprise Full timeJob Opportunity: Operations Associate Private WealthAt Randstad Enterprise, we are looking for recent MBA Finance graduates to join our team as Operations Associates.Responsibilities:Excel in operations rolesDevelop skills in financial servicesImprove communication skillsQualifications:MBA in Finance (2024 graduate)Excellent communication skillsLocation:...
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Senior Premier Services Manager
17 hours ago
Pune, Maharashtra, India HSBC Full timeAbout HSBC:HSBC is a leading global bank with a rich history of providing financial services to individuals and businesses. Our mission is to deliver exceptional customer service and create value for our stakeholders.About the Role:We are seeking an experienced professional to join our Wealth Management team as a Senior Premier Services Manager. In this...
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Client Service Executive, Wealth Management
3 weeks ago
Pune, Maharashtra, India HSBC Full timeAbout the Role:We are seeking an experienced Client Service Executive to join our Wealth Management team at HSBC. As a key member of our team, you will be responsible for delivering exceptional client service and support to our high net worth individuals.Key Responsibilities:Provide high-quality client service and support to our Premier clientsManage client...
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Senior Software Engineer
4 weeks ago
Pune, Maharashtra, India HSBC Full timeUnlock Your Potential at HSBCHSBC, one of the world's leading banking and financial services organizations, is seeking a highly skilled Senior Software Engineer to join our team as a Lead Consultant Specialist/Wealth & Personal Banking IT Expert. In this role, you will be responsible for designing and building features as per SaaP VS and SVS backlog,...
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Pune, Maharashtra, India KamayaKya Full timeAbout Us: KamayaKya is a pioneering wealth-tech startup revolutionizing investment decisions with data-driven research. We're seeking a visionary Digital Marketing Manager to spearhead our marketing efforts and propel us towards unprecedented growth.
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Senior Consultant Specialist
4 weeks ago
Pune, Maharashtra, India HSBC Full timeAbout the RoleWe are seeking an experienced Senior Consultant Specialist to join our Wealth Personal Banking IT team at HSBC. As a key member of our team, you will be responsible for delivering high-quality solutions to drive business growth and customer satisfaction.Key ResponsibilitiesLead the development of IT solutions to meet business requirements,...
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CRISIL Certified Trainer
4 weeks ago
Pune, Maharashtra, India NIIT Limited Full timeWe are seeking CRISIL Certified Trainers to support two key learning tracks for our client. These tracks focus on clearing RMs' doubts in Certified Wealth Manager and Certified Credit Underwriter.Trainers will conduct 2-hour support sessions, spread over four online sessions within a 3-month period.Key Highlights:Functional TrainingFreshers as AudienceOnline...
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Business Development Specialist
3 weeks ago
Pune, Maharashtra, India Anand Rathi Wealth Limited Full timeJob SummaryAnand Rathi Wealth Limited is seeking a skilled Business Development Specialist to join our team. The ideal candidate will have excellent communication skills and be able to build strong relationships with clients.Key ResponsibilitiesFinancial Planning: Assist Relationship Managers in creating financial plans for clients, taking into account...
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Strategic Digital Marketing Director
5 days ago
Pune, Maharashtra, India KamayaKya Full time**Job Overview**KamayaKya is a SEBI Registered Research Analyst firm seeking an experienced Strategic Digital Marketing Director to lead our marketing efforts in the wealth-tech and fintech sectors.Job Responsibilities: Develop and execute comprehensive digital marketing strategies for user growth across multiple platforms, including social media, search...
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Pune, Maharashtra, India Intellias Full timeAbout the RoleWe are seeking a seasoned Senior AQA Engineer to join our global team at Intellias, driving excellence in software quality assurance for cutting-edge FinTech solutions. As a key member of our QA team, you will play a crucial role in ensuring the highest standards of quality and reliability for our innovative banking and wealth management...
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Senior Asset Manager
3 weeks ago
Pune, Maharashtra, India HSBC Full timeWealth and Personal Banking is a rapidly growing business at HSBC, with opportunities for experienced professionals to join our team.As a Senior Asset Manager, you will play a key role in the facilitation of asset sales processes, including customer interface and document completion. Your responsibilities will also include:Asset Product Disbursal of the...
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Wealth Operations Specialist
6 days ago
Pune, Maharashtra, India Genpact Full timeAt Genpact, we're shaping the future with our global professional services and solutions. Our team of over 125,000 experts across 30+ countries is driven by curiosity, entrepreneurial spirit, and a passion for creating lasting value. Powered by our purpose - a world that works better for people - we serve leading enterprises, including Fortune Global 500...