Private Wealth Management Specialist

Job SummaryAs a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services.Key ResponsibilitiesClient...

Job Summary As a Private Wealth Specialist, you will be responsible for managing and growing a portfolio of high-net-worth individuals (HNWIs) by providing personalized financial solutions and services. The role involves acquiring new clients, building strong relationships, and delivering superior wealth management services. Key Responsibilities Client...

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with 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...

Company Description Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with 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...

Key Responsibilities:Build and maintain strong relationships with high-net-worth clients (HNWI), understanding their financial goals and needs.Serve as the primary point of contact for clients, addressing their banking, investment, and financial planning needs.Provide personalized banking solutions and regular portfolio reviews.Ensure a high level of client...

**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: Pan India **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking...

**Role/Job Title**: Private Banker - First Private **Business**: Retail Banking **Function/ Department**: Retail Liabilities **Place of work**: South **Roles & Responsibilities**: 'Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by IDFC FIRST Bank Provide a seamless banking...

**Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...

Job Description: Managing Partner / Zonal Head of Private Wealth ManagementCompany Overview:Position Summary:The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

We are excited to announce an internship opportunity in our Wealth Management team! Unlisted Equity Research Intern Conduct research on unlisted companies and market trends. Support valuation analysis and pitch deck creation. Compile market data and assess investment opportunities. Maintain a database of research findings. If you’re a motivated and...

Job Description: Managing Partner / Zonal Head of Private Wealth Management Company Overview: Position Summary: The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

About the Group Neo group is a new age, focused Asset Management and Financial Advisory Platform that aims to provide clients with transparent, cost-efficient, and unbiased solutions. Through its various business lines, Neo Group serves a vast diaspora of institutional and retail customers across India, with a view to empowering them to pursue their dreams....

About Neo Group: Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3...

Prabhudas Lilladher Group is a full-service financial services organization with a presence in stock broking, investment banking and corporate advisory, equity research, institutional equities, wealth management and portfolio management services. We have been in the business since the last 80 years.Position Overview: Prabhudas Lilladher Pvt. Ltd. is seeking...

Are you a Wealth Manager looking for a new opportunity to drive business growth and offer premium financial guidance? We are looking for dynamic individuals with a strong background in wealth management and investment advisory to join our team. What You’ll Do:- Lead Qualification: Engage and assess potential clients for suitability, driving webinar...

Job Description: Managing Partner / Zonal Head of Private Wealth Management Company Overview: Position Summary: The Managing Partner/ Zonal/Regional of Private Wealth Management will be instrumental in launching and growing our new wealth management division. This role requires an experienced professional with a strong background in wealth management,...

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 maintain...

Job Description - Account Manager An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind i. Client requirement and ii. Our 2 point strategy by following the 6 step...

Company Description Wealth Redefine is a boutique Mutual Fund distribution firm located in Noida. We specialize in goal-based financial planning across various financial instruments including Mutual Funds, PMS, Alternative Investment Products, and complex financial products. Our team consists of professionals with diverse backgrounds and expertise in wealth...

Company Description Wealth Redefine is a boutique Mutual Fund distribution firm located in Noida. We specialize in goal-based financial planning across various financial instruments including Mutual Funds, PMS, Alternative Investment Products, and complex financial products. Our team consists of professionals with diverse backgrounds and expertise in wealth...