Private Wealth Management Specialist

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Job Title: Wealth ManagerAt Nuvama Wealth, we are seeking a skilled Wealth Manager to join our team. As a Wealth Manager, you will be responsible for providing expert financial guidance to high net worth individuals and families, helping them achieve their financial goals through strategic portfolio analysis and investment advice.Key Responsibilities:Develop...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

Unlock Your Potential in Private BankingWe are seeking a talented professional to join our Private Banking team at Nuvama Private. As a Private Banking Associate, you will be responsible for managing client relationships, analyzing portfolio performance, and providing exceptional sales support.Key Responsibilities:Client Outreach and MeetingsPortfolio...

Job ResponsibilitiesAs a Wealth Manager at Emkay Global Financial Services Ltd, you will be responsible for:Acquiring and managing a minimum of 1 Cr. - 5 Cr and above investable surplusProviding Financial Planning (FP) and Portfolio Services to clientsExecuting transactions post FP and on periodical basisManaging Private Wealth, PMS and AIF fund related...

**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Noida, Gurugran, Jaipur, Punjab, Uttarakhand, Uttar Pradesh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...

Wealth Manager Roles and Responsibilities: Acquiring HNI/ UHNI clients through networking, database, market analysis, and references Maintain client relationships and generate AUM from HNI/Ultra HNI clients Achieve the financial goals of the clients through various product line Key products are - MF, Bonds, AIF, Unlisted shared, Trading Equity,...

Job Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

Job Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

Job Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

About CorenzaCorenza is a digital family office that offers personalized wealth management services to high net worth individuals. Our team of experienced professionals provides comprehensive financial planning, investment advice, and risk management solutions to help our clients achieve their financial goals.Job SummaryWe are seeking a skilled Wealth...

**Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...

Role/Job Title: Senior Private Banking Relationship Manager Function/Department: Wealth Solutions Job Purpose: This role is instrumental in acquiring high net worth individuals and ultra-high net worth clients, and building lasting relationships with the bank. They must sell investment, insurance, and other bank products to private banking clients to...

Job Title: Senior Client Relationship Manager, Wealth and InvestmentDescription:We are seeking an exceptional Senior Client Relationship Manager, Wealth and Investment to join our team at DBS Bank. As a key member of our Consumer Banking Group, you will be responsible for delivering exceptional volume and revenue performance by acquiring and engaging with...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do:- Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do: - Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do: - Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

**Role/Job Title**: Partner - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Delhi, Gurgaon, Noida, Uttarakhand, Uttar Pradesh, Jaipur, Chandigarh **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions...