Creddinv Technologies Pvt Ltd | Senior Wealth Manager/Wealth Manager | bangalore

Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : We are...

Position Summary:We are looking for an experienced Senior Wealth Manager to play a critical role in our advisory team. This role involves managing complex client relationships, overseeing high-value portfolios, and providing strategic financial guidance. The Senior Wealth Manager will lead client engagements, mentor junior team members, and contribute to the...

Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : We are...

Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : ...

Company Overview : Creddinv Technologies is a leading financial services firm dedicated to providing personalized wealth management solutions to high-net-worth individuals and families. With a team-oriented culture and a commitment to excellence, we pride ourselves on delivering comprehensive and innovative financial strategies. Position Summary : We are...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...

Company DescriptionStack Wealth is a digital wealth management solution provider in Bengaluru. Our platform offers exclusive investment opportunities, personalized financial planning, and expert assistance to help everyday investors build wealth and grow their net worth. Our team comprises finance experts, AI specialists, data scientists, engineers,...

Company DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...

Company DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...

Company DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...

Company DescriptionLivelong Wealth is a company in Bengaluru dedicated to empowering individuals with the knowledge and tools needed for successful financial market navigation. We offer educational courses, algorithmic trading solutions, market signals services, and smallcase investments to investors of all levels. Our mission is to provide expertise, tools,...

Position Name - Wealth Relationship Manager Location - Bangalore Experience Range - 10-15 years Mandatory Requirement: Client Acquisition Wealth Management About the client: Our client is a premier wealth advisory and asset management firm dedicated to confidently helping entrepreneurs navigate their finances. Job Role and...

Role Overview: As a Wealth Manager, you will manage and grow client relationships by providing comprehensive financial planning and investment management services. Your primary focus will be on assisting clients in achieving their wealth goals, especially as they pertain to fundraising initiatives. You’ll help navigate financial decisions, build...

Role Overview: As a Wealth Manager, you will manage and grow client relationships byproviding comprehensive financial planning and investment management services. Yourprimary focus will be on assisting clients in achieving their wealth goals, especially as theypertain to fundraising initiatives. You’ll help navigate financial decisions, build...

Company Description Armstrong Capital & Financial Services Pvt. Ltd. is a boutique financial planning and investment solutions firm based in Bengaluru. Our goal is to deliver the best suitable financial solutions to our clients based on their risk-taking appetite and long-term financial goals. We take the time to understand each individual's unique...

Company DescriptionArmstrong Capital & Financial Services Pvt. Ltd. is a boutique financial planning and investment solutions firm based in Bengaluru. Our goal is to deliver the best suitable financial solutions to our clients based on their risk-taking appetite and long-term financial goals. We take the time to understand each individual's unique financial...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards). We seek to take the wealth...