Wealth Manager
3 hours ago
Key Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Develop and manage customized portfolios aligned with client goals, risk appetite, and investment horizon. Financial Planning & Product Suitability Offer holistic financial planning including wealth preservation, tax efficiency, and succession planning. Recommend appropriate investment solutions based on client profiles and market outlook. Performance Tracking & Compliance Monitor portfolio performance, provide regular reviews, and suggest timely rebalancing. Ensure adherence to regulatory guidelines and internal compliance standards. Business Growth & Market Intelligence Meet revenue, asset mobilization, and client activation targets. Stay updated on market trends and new products to deliver timely insights. Huge Incentives and Appraisals. To schedule your interview send your CV through WhatsApp (number mentioned below) HR Avdhut:
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Private Wealth Manager
2 weeks ago
bangalore, India TekPillar® Full timeLocation: Bangalore / Chennai / HyderabadExperience: 15+ Years in Private Wealth ManagementCTC: ₹30 LPA – ₹60 LPA (Based on current CTC and interview)Employment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients,...
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Wealth Manager
1 week ago
bangalore, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL) a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
2 weeks ago
bangalore, India KG Engineering & Consultancy Full timeMotilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division of Motilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily to High Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...
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Wealth Manager
1 day ago
bangalore, India Grip Invest Full timeKey ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...
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Wealth Manager
1 day ago
bangalore, India Motilal Oswal Financial Services Ltd Full timeKey Responsibilities:Client Acquisition & Relationship ManagementAcquire and onboard HNI/UHNI clients via referrals, networking, and market mapping.Build long-term, trust-based relationships and act as a single point of contact for all wealth needs.Investment Advisory & Portfolio ManagementAdvise clients across asset classes: PMS, AIFs, Bonds, Unlisted...
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Private Wealth Management Specialist
2 weeks ago
bangalore, India TekPillar® Full timeLocation: Mumbai (Prabhadevi)Experience: 10+ Years in Private Wealth ManagementCTC: Based on current CTC and interviewEmployment Type: Full-time | PermanentAbout the RoleWe are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Private Wealth Management Specialist
1 week ago
bangalore, India TekPillar® Full timeLocation: Mumbai (Prabhadevi) Experience: 10+ Years in Private Wealth Management CTC: Based on current CTC and interview Employment Type: Full-time | Permanent About the Role We are hiring experienced Relationship Managers for our Private Wealth Division. The ideal candidate will have strong experience managing UHNI clients, offering tailored investment and...
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Senior Wealth Manager
2 days ago
Bangalore, India ATS Share Brokers Full timeAbout Us: We enable businesses and investors to make smarter financial decisions through expert advisory, innovative strategies, and actionable insights. We’re now looking for a Senior Wealth Manager who thrives in dynamic environments, takes ownership from concept to completion, and ensures every project aligns with our strategic goals and client success...
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Wealth Manager
1 day ago
bangalore, India Tipsons Group Full timeDealing In SLR - Non SLR Products.Primary & Secondary Placement of Bonds (NCD)End to end management of debt proposals - from sourcing to placement at best terms for the client.Achieve business targets and revenue goals while maintaining the highest standards of compliance and ethics.Must be comfortable with travelling across major cities in India.Handle...
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Wealth Manager
1 day ago
bangalore district, India Motilal Oswal Financial Services Ltd Full timeKey Responsibilities: Client Acquisition & Relationship Management Acquire and onboard HNI/UHNI clients via referrals, networking, and market mapping. Build long-term, trust-based relationships and act as a single point of contact for all wealth needs. Investment Advisory & Portfolio Management Advise clients across asset classes: PMS, AIFs, Bonds, Unlisted...