Senior wealth manager

Attractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Company Description Motilal Oswal Financial Services Ltd. (MOFSL) is a Mumbai-based well-diversified financial services firm founded in 1987. We offer a range of financial products and services such as Private Wealth, Retail Broking and Distribution, Institutional Broking, Asset Management, Investment Banking, Private Equity, Commodity Broking, Currency...

Job Description/ ResponsibilitiesUnderstanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework.Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio.Connecting with the existing clients and prospects for periodic...

Job Description/ Responsibilities Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. Connecting with the existing clients and prospects for...

Job Description/ Responsibilities Understanding client's risk appetite, financial goals, and devising suitable asset allocation strategy basis the financial planning framework. Developing relationships with new clients and conduct meetings with them to manage the overall investment portfolio. Connecting with the existing clients and prospects for...

About Us:One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100 million.We are...

About Us: One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...

About Us: One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...

We are seeking an experienced wealth management professional to join our team at Antal International. The ideal candidate will have a deep understanding of the bond market and excellent sales and relationship-building skills.Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond...

Personal Wealth Planning RoleHSBC Personal Wealth Planning is seeking an experienced professional to join its team as a Personal Wealth Planner. As part of this role, you will have the opportunity to work with fully dedicated field managers to focus on your personal development and enjoy the support of the HSBC ecosystem.Key ResponsibilitiesIdentify and...

**Basic Min Criteria: - **Must be** currently based out of Gurugram / Delhi /NCR - ** Min 1-year Experienced** wealth manager with a portfolio of clients. - **Fresh Post Graduates** with NISM series -VA will also be considered. Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office...

About Us One of India's fastest-growing Portfolio Management Company's. Green Portfolio is a SEBI registered Portfolio Management company and a research house focused on the Indian equity markets. Alongside PMS, we have a vast network of investment advice-seeking retail clients across the globe. AUM and AUA as of August 2023 are north of $100...

**Basic Min Criteria**: Must be currently based out of Gurugram / Delhi /NCR Min 1-year Experienced wealth manager with a portfolio of clients. Fresh Post Graduates with NISM series -VA will also be considered. Join one of the most dynamic start-ups in the wealth-tech field as wealth relationship managers. based out of our office at Gurugram. **Key...

Job SummaryWe are seeking a seasoned Wealth Management Bond Distributor to expand our team's capabilities. The ideal candidate will possess a deep understanding of the bond market, exceptional sales and relationship-building skills, and a strong network of contacts in the wealth management industry.

Unlock new career opportunities with HSBC, a world-leading banking and financial services organization. As part of our Personal Wealth Planning team, you'll enjoy the benefits of working for a global powerhouse, with unparalleled opportunities to develop your skills in a high-profile business area.A Personal Wealth Planner role offers the perfect blend of...

Job Overview: We are looking for an experienced Wealth Manager with a strong background in the stock broking industry to join our team. In this role, you will be responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Responsibilities: • Develop and...

Job Title: Regional Wealth SpecialistJob Summary: We are seeking a skilled Regional Wealth Specialist to join our team at Tata AIA Life Insurance. In this role, you will be responsible for managing sales and business objectives, providing personalized financial advice, and evaluating insurance and wealth potential.Main Responsibilities:Manage sales and...

Key Responsibilities:Develop and maintain relationships with high-net-worth individuals, families, and institutions to distribute bond products.Build the distribution network of IFAs and MFDs for distributing bond products.Organize and lead offline events.Build and lead a team of RMs to develop the channel.Conduct market research and analysis to identify...