Private Wealth
3 days ago
We are looking for candidates for our branches at multiple locations:Mumbai, Ahmedabad, Bangalore, Chandigarh, Hyderabad, Kolkata, Patna, Surat, VishakhapatnamRole & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure alignment with their financial objectives.To demonstrate expertise in wealth management products, including but not limited to Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS), MFs, EquityTo educate clients on the features, benefits, and risks associated with various wealth management products.To recommend suitable investment strategies and products to clients based on their investment preferences and risk profile.To identify new business opportunities and generate leads through networking and referrals.To drive business growth by effectively cross-selling wealth management products and services to existing clients.To conduct thorough due diligence on investment products and providers to mitigate risks.To maintain accurate records of client interactions and transactions in accordance with compliance standards.Key Requirements:Relevant experience of yearsShould have strong understanding of wealth management products, including AIFs and PMS.Should have a proven track record of building and managing relationships with high-net-worth individuals.Should have excellent communication, presentation, and negotiation skills.Should have the ability to work independently and as part of a team in a fast-paced environment.Having relevant regulatory certifications (e.g., AMFI, NISM) will be an advantage.
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Private Wealth Advisor
3 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 9,00,000 - ₹ 12,00,000Unlock Your Potential as a Private Wealth AdvisorJob Description:We are seeking an experienced and skilled Private Banker to join our team. As a Private Banker, you will be responsible for providing personalized wealth management services to high net worth individuals.Required Skills and Qualifications: To succeed in this role, you must have a strong...
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Wealth Manager
4 weeks ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Manager
1 week ago
Mumbai, Maharashtra, India Stack Wealth Full timeAbout us: Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...
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Wealth Management Analyst
1 day ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full timeWe're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...
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Private Banking Associate
3 days ago
Mumbai, Maharashtra, India Nuvama Private Full timeRole OverviewThe Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client...
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Sr Wealth Relationship Manager
1 day ago
Mumbai, Maharashtra, India Leading Private Bank Full timeWe are hiring For Sr Wealth Relationship Manager leading Private
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Wealth Manager
2 weeks ago
Mumbai, Maharashtra, India SMC Investments Full timePosition: Private Wealth Manager / Senior Wealth Manager. Location: Delhi / Mumbai. Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will be responsible for acquiring and managing High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients. Your core focus will be on achieving revenue, client acquisition, and Asset Under Management...
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Private Banking Associate
1 day ago
Mumbai, Maharashtra, India Nuvama Private Full timeRole OverviewThe Private Wealth Analyst will play a critical role in supporting the Private Wealth team in acquiring new clients and delivering high-quality portfolio analytics. The role involves preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless support across business development and client...
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Private Wealth Management Professional
3 days ago
Mumbai, Maharashtra, India beBeeFinancial Full time ₹ 25,00,000 - ₹ 50,00,000Job Title: Financial Services ManagerJob Description:We are seeking a highly skilled and experienced Financial Services Manager to lead our team in delivering exceptional financial solutions to high net worth clients. As a key member of our organization, you will be responsible for understanding the financial needs and risk appetites of our clients and...
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Wealth Management Professional
3 days ago
Mumbai, Maharashtra, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000Job DescriptionThe Private Banking Associate plays a crucial role in the success of our Private Wealth team by supporting the acquisition of new clients and delivering high-quality portfolio analytics.The ideal candidate will be responsible for preparing client proposals, conducting portfolio reviews, tracking investment performance, and ensuring seamless...
