
AVP - Wealth management
7 days ago
Job Title : AVP - Project Manager - Wealth ManagementLocation : Mumbai/Powai/ HybridDuration : FulltimeThe Assistant Vice President – Project Manager (Wealth Management) will be responsible for leading strategic and regulatory projects within the Wealth Management domain. The role involves end-to-end project lifecycle management — from business requirement gathering and solution design to implementation, stakeholder management, and post-delivery review.The ideal candidate should bring a strong background in project governance, wealth management operations, digital initiatives, and cross-functional collaboration across global teams.Key Responsibilities:Lead and manage strategic projects and change initiatives within the Wealth Management business, ensuring timely delivery and adherence to scope, budget, and quality parameters.Partner with front office, operations, IT, risk, and compliance teams to define project requirements and implement technology or process enhancements.Develop detailed project plans , monitor progress, identify risks, and drive resolution through effective stakeholder engagement.Manage regulatory and business transformation projects , ensuring alignment with Nomura’s global standards and local regulatory expectations.Support implementation of digital platforms and process automation within the Wealth Management ecosystem.Conduct impact analysis , define operating models, and facilitate effective change management.Present regular updates to senior management on project milestones, KPIs, risks, and financial tracking.Drive continuous improvement , efficiency optimization, and data-driven decision-making across Wealth Management functions.Ensure compliance with internal policies, audit standards, and global best practices in project governance.Key Skills & Competencies:Strong project management experience within Wealth Management , Private Banking , or Investment Banking operations.Proven expertise in end-to-end project delivery , including requirement gathering, testing, UAT coordination, and go-live management.Solid understanding of financial products — equities, fixed income, structured products, mutual funds, PMS, and advisory solutions.Hands-on experience with Agile and Waterfall methodologies , project tracking tools (JIRA, MS Project, Confluence) , and process re-engineering .Excellent stakeholder management and communication skills, with ability to work across global and cross-functional teams.Strong analytical, problem-solving, and organizational skills.Exposure to digital transformation initiatives (automation, workflow tools, data analytics platforms) is preferred.PMP / Prince2 / Agile certifications will be an advantage.
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AVP - Wealth management
6 days ago
Delhi, India Levrara Consulting Group Full timeJob Title : AVP - Project Manager - Wealth ManagementLocation : Mumbai/Powai/ HybridDuration : FulltimeThe Assistant Vice President – Project Manager (Wealth Management) will be responsible for leading strategic and regulatory projects within the Wealth Management domain. The role involves end-to-end project lifecycle management — from business...
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Wealth Manager
5 days ago
New Delhi, 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
2 weeks ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
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Wealth Manager
3 weeks ago
Delhi, India SMC Private Wealth Full timeCompany: SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per yearCompany: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...
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Wealth Manager
2 weeks ago
Delhi, Delhi, India Talengage Full time ₹ 9,00,000 - ₹ 15,00,000 per yearAbout Our ClientThe client is a Indian NBFC company with multiple officesJob DescriptionPrivate Wealth - WM / RM / Manager / Sr Manager/ AVP / DVPExperience - 2 yrs to 25+ yrsLocation - Mumbai ,Delhi , Pune ,Banglore , Ahmedabad,Jaipur, Chennai ,Raipur ,Ranchi ,KolkataEducation - Graduate /PGROLES & RESPONSIBILITIES: -Wealth Professionals with prior...
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Wealth Management
2 weeks ago
Bengaluru, Delhi, Mumbai, NCR, India Intellectual Capital Hr Consulting Full time ₹ 15,00,000 - ₹ 25,00,000 per yearWe are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...
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Delhi, India QuickTurtle Full time1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...
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Delhi, Delhi, India QuickTurtle Full time ₹ 1,04,000 - ₹ 1,30,878 per year1) Acquiring, Deepening and Retaining HNI UHNI clients 2) Generate Revenue by promoting MF- Mutual Funds, PMS - Porfolio Management Services, AIF- Alternate Investment Firm, Equity Broking.3) Networking and cultivating a good relationship with the clients.4) Knowledge of - Equity and Debt based products , Loans5) Exceptional Selling Skills, Soft Skills, and...
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Wealth Management – Research
6 days ago
Delhi, Delhi, India Foundation Wealth Capital Avenues Full time ₹ 6,00,000 - ₹ 12,00,000 per yearSelected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...