Private Wealth Manager

AAGANERA CONSULTING PRIVATE LIMITED seeks a skilled Operations Director to oversee day-to-day operations, specializing in wealth management and mutual fund distribution. This role is based at our Gurgaon office.Key ResponsibilitiesDevelop and implement operational strategies aligned with the company's objectives, focusing on wealth management and mutual fund...

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 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...

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...

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...

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...

**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...

Exciting Opportunity for Experienced Financial ProfessionalsAt deVere Group India Investment Advisors Private Limited, we are seeking a highly skilled and ambitious Financial Sales Consultant to join our team in Gurugram/Dubai.About the RoleThis is an exceptional opportunity to manage diverse wealth portfolios with high-net-worth clients, providing tailored...

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...

Position:Data & AI Delivery Leader, Wealth Management Account DeliveryLocation:GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...

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...

Position: Data & AI Delivery Leader, Wealth Management Account DeliveryLocation: GurgaonProfile Brief:Incedo is a high-growth Digital, Data & AI firm, that brings in a unique combination of Consulting, Data/AI, and Digital Technologies to solve complex business problems for its global set of marquee clients.Data &AI Engagement Leader is a leadership role to...

About UsOne 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...

Unlock the full potential of your career in wealth management with HSBC.Achieve success in a high-profile business area, offering unparalleled opportunities for growth and development.As a Personal Wealth Planner, you will have access to dedicated field managers, digital tools, and a holistic training program to help you realize your full potential.Empowered...

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...