Unique Wealth Strategies | Wealth Management Advisor | india
7 days ago
Wealth Management Advisor
Visit our Website:
As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and develop tailored plans to help them achieve their goals.
Key Responsibilities:
- Develop and maintain strong relationships with clients by offering personalized wealth management advice and services.
- Conduct detailed financial assessments to understand clients’ risk tolerance, objectives, and preferences.
- Propose, create and implement customized financial plans, including strategies for wealth management, investment management, retirement planning, tax optimization, and estate planning.
- Stay informed about market trends on wealth management, investment products, and regulatory changes to provide clients with current and strategic advice.
- Collaborate with a team of financial professionals to leverage their expertise and ensure a holistic approach to wealth management.
- Actively seek and develop new client relationships to expand the firm’s clientele and assets under wealth management.
- Ensure compliance with all regulatory requirements and company policies during client interactions and financial planning.
Qualifications:
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Proven experience in wealth management, financial planning, or a similar role.
- Strong analytical skills and the ability to interpret complex financial data.
- Confident with excellent presentation skills
- Good communication, interpersonal, and relationship-building skills.
- High level of integrity, professionalism, and confidentiality.
-
india Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
Wealth Management Advisor
6 days ago
India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: As a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives, provide expert advice, and...
-
Wealth Management Advisor
7 days ago
India Unique Wealth Strategies Full timeWealth Management Advisor Visit our Website: www.uniquewealthstrategies.comAs a US Wealth Management Advisor, you will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their financial objectives,...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
india Unique Wealth Strategies Full timeJob Description: As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company. Visit our Website: Job...
-
india Unique Wealth Strategies Full timeJob Description:As a Portfolio Manager, you will play a critical role in managing and enhancing client relationships, coordinating sales processes, and ensuring exceptional client service. We need someone with 8 to10 years of experience into portfolio management for a US based Insurance and Wealth Management company.Visit our Website:...
-
Strategic Sales Manager
1 day ago
India Unique Wealth Strategies Full timeJob DescriptionWe are seeking a highly skilled Strategic Sales Manager to join our team at Unique Wealth Strategies. As a key member of our organization, you will be responsible for providing dedicated support for our wealth management and insurance products.This role involves managing all aspects of client coordination, implementation, application,...
-
india Unique Wealth Strategies Full timeJob Summary: - Inside Sales ManagerVisit our Website: www.uniquewealthstrategies.comInside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and...
-
india Unique Wealth Strategies Full timeJob Summary: - Inside Sales Manager Visit our Website: Inside Sales Manager will provide dedicated support for the wealth management and insurance products of the company by managing all aspects of the client coordination, implementation, application, underwriting and service processes. This role further involves gathering and tracking necessary...
-
Unique Wealth Strategies | Sales Manager | india
2 weeks ago
india Unique Wealth Strategies Full timeJob Summary: - Visit our Website: We are seeking a results-driven and articulate Sales Manager to join our dynamic sales team. The ideal candidate will have demonstrated experience in engaging with high-net-worth individuals and a proven track record in the US market. This role focuses on cultivating relationships, driving sales growth, and providing...
-
Unique Wealth Strategies | Sales Manager | india
2 weeks ago
india Unique Wealth Strategies Full timeJob Summary: -Visit our Website: www.uniquewealthstrategies.com We are seeking a results-driven and articulate Sales Manager to join our dynamic sales team. The ideal candidate will have demonstrated experience in engaging with high-net-worth individuals and a proven track record in the US market. This role focuses on cultivating relationships, driving sales...
-
Nuvama Wealth | Wealth Manager | india
3 weeks ago
india Nuvama Wealth Full timeCompany Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
-
india Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers. Job Title : Insurance Advisor...
-
india Unique Wealth Strategies Full timeInsurance Coordinator This is an Insurance advisory role which typically involves providing expert advice and guidance on insurance products and related investments. The role involves reviewing proposals, managing and processing insurance claims, verifying benefits, and coordinating with internal stakeholders and customers.Job Title: Insurance AdvisorVisit...
-
Wealth Manager
3 weeks ago
India Nuvama Wealth Full timeCompany Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
-
Senior Financial Strategist
2 days ago
India Unique Wealth Strategies Full timeJob DescriptionWe are seeking a skilled Senior Financial Strategist to join our team at Unique Wealth Strategies.About the Role:You will play a critical role in managing and growing a family office portfolio of high-net-worth clients by delivering comprehensive financial strategies and solutions. You will work closely with clients to understand their...
-
Financial Planning Strategist
2 days ago
India Unique Wealth Strategies Full timeJob Description:We are seeking a highly skilled Financial Planning Strategist to join our team at Unique Wealth Strategies. As a key member of our wealth management team, you will play a critical role in delivering comprehensive financial strategies and solutions to our high-net-worth clients.Key Responsibilities:Develop and maintain strong relationships...
-
Stack Wealth | Accountant | india
4 hours ago
india Stack Wealth Full timeStack 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 Wealth | Accountant | india
5 hours ago
india Stack Wealth Full timeStack 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...
-
Wint Wealth | Accountant | india
5 hours ago
india Wint Wealth Full timeAbout Us: Established in 2020, Wint Wealth is one of India’s largest online bond platforms, trusted by over 60,000 investors. With retail investments exceeding Rs. 2000 crore, we continue to empower retail investors through accessible and secure bond investments. Wint Wealth also operates its own NBFC, Wint Capital, with a current AUM of Rs. 200 crore and...