Wealth Advisory | MF | AIF | PMS | Stock

1 week ago

Hyderabad, India Dhan Saarthi Full time

Company DescriptionDhan Saarthi is an investing platform dedicated to prioritizing the needs of investors. The company focuses on addressing the trust and guidance gap in personal finance by offering personalized solutions. With a commitment to empowering investors, Dhan Saarthi aims to make a meaningful impact on individual financial journeys.Role DescriptionThis is a full-time remote role for a Wealth Advisory | MF | AIF | PMS | Stock professional. The role involves advising clients on wealth management solutions, mutual funds, alternative investment funds (AIFs), portfolio management services (PMS), and stock-related financial strategies. You will conduct financial assessments, design investment strategies, maintain client relationships, and ensure personalized investment experiences aligned with clients' goals.QualificationsExpertise in Wealth Management, Mutual Funds, AIFs, PMS, and Stock MarketsStrong knowledge of Financial Analysis and Investment StrategiesExceptional skills in Communication, Relationship Building, and Client ServiceAbility to stay current with market trends and financial regulationsRelevant qualifications such as CFA, CFP, or equivalent certifications are highly advantageousBachelor’s or Master’s degree in Finance, Economics, Business, or related fields

  • Walkin Interview For Wealth Manager- HNI/ UHNI- Stock Broking Co

    6 days ago

    Chennai, Hyderabad, India Aspiring Mantra Full time ₹ 5,00,000 - ₹ 25,00,000 per year

    Responsible for selling of mutual funds, PMS, AIF, Equity, wealth and financial productsManaging portfolios of existing and inactive clientsIncrease AUM, Net Sales, and Market ShareConnect with HNI and UHNI introduce products across MF / PMS / AIF Required Candidate profilePost Graduate / MBA With 6-7 yrs experience in Portfolio ManagerExcellent...

  • Senior Wealth Manager

    5 days ago

    Hyderabad, India TekPillar® Full time

    Bangalore/Hyderabad/Chennai Experience: 15+ Years in Private Wealth Management Employment Type: Full-time | Permanent 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 wealth creation solutions through PMS, AIF, and other...

  • Business Development Intern

    7 days ago

    Hyderabad, Telangana, India SoHo Wealth Full time ₹ 2,00,000 - ₹ 6,00,000 per year

    Company DescriptionSoHo Wealth is a boutique wealth management firm based in Hyderabad, India. We work with Family Offices, HNIs, C-Suite executives, and Entrepreneurs, helping them design Investment Allocation Strategies and invest in the right products based on their appetite and goals. Our specializations include Mutual Funds, PMS, AIFs, Direct Equity...

  • Private wealth manager

    6 days ago

    Hyderabad, India TekPillar® Full time

    Location: Bangalore/Hyderabad/ChennaiExperience: 15+ 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...

  • Private wealth manager

    7 days ago

    Hyderabad, India TekPillar® Full time

    Location: Bangalore/Hyderabad/ChennaiExperience: 15+ 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...

  • Private Wealth Manager

    7 days ago

    hyderabad district, India TekPillar® Full time

    Location: Bangalore/Hyderabad/Chennai Experience: 15+ 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...

  • Wealth Relationship Manager

    2 weeks ago

    Ahmedabad, Bengaluru, Delhi, Hyderabad, NCR, India 32aa33bd-d858-40a0-876e-75537a4cec5b Full time ₹ 6,00,000 - ₹ 12,00,000 per year

    : Responsibilities:• Acquire and manage client relationships• Conduct financial need analysis• Achieve revenue & AUM targetsWorked in banks, broking, or wealth firms selling 3rd-party products (MFs, insurance, bonds, PMS, AIFs).

  • Wealth Manager

    1 week ago

    Hyderabad, India Parvathy Krishnan (Proprietor of Cucumber Consultants) Full time

    Job Description To drive and expand the Wealth Management practice by acquiring, advising, and retaining high-net-worth and ultra-high-net-worth clients (HNIs/UHNIs). Responsible for providing comprehensive investment, estate, and financial planning solutions, including equity, debt, PMS, AIFs, insurance, structured products, and alternate investments. The...

  • senior manager

    1 week ago

    hyderabad, India Randstad Full time

    Position Overview:We are seeking a meticulous and driven professional to join our Private Wealth Product Research team. The role will focus on product evaluation, investment analysis, and portfolio support to deliver differentiated solutions for high-net-worth clients.Key Responsibilities:Product Research & Strategy:Conduct qualitative and quantitative due...

  • Wealth Manager

    6 days ago

    Hyderabad, Telangana, India Cucumber Consultants Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    To drive and expand the Wealth Management practice by acquiring, advising, and retaining high-net-worth and ultra-high-net-worth clients (HNIs/UHNIs). Responsible for providing comprehensive investment, estate, and financial planning solutions, including equity, debt, PMS, AIFs, insurance, structured products, and alternate investments. The role involves...