Wealth Manager
1 month ago
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 registrations.- Client Advisory: Offer expert financial guidance through one-on-one sessions, tailoring investment strategies for each client.- Client Relationship Management: Maintain and grow relationships with high-profile clients, ensuring satisfaction and proactive service.- Collaboration: Work closely with the Financial Operations team to manage client investments and create customized portfolios.What We Offer:- Salary: Competitive package up to 12 LPA.- Work Days: 5-day work week, Monday to Friday.- Working Hours: Standard working hours from 9 AM to 6 PM.- Location: Positions available in Mumbai and Bengaluru.Requirements:- Bachelor's degree in Finance, Economics, or related fields. Relevant certifications like CFP are preferred.- 2+ years of proven experience in wealth management or financial advisory.- Strong communication skills and a passion for building long-term client relationships.Join us and be a part of an exciting, growth-driven journey with some of the smartest minds in fintech. Apply today
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Wealth Manager
1 week ago
delhi, India Nuvama Wealth Full timeCompany Overview Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth manager
1 week ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
1 week ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
2 months ago
Delhi, India Nuvama Wealth Full timeCompany 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...
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Wealth Manager
1 week ago
Delhi, India Nuvama Wealth Full timeCompany OverviewNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firmswith 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...
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Wealth Manager
2 months ago
Delhi, India Nuvama Wealth Full timeCompany 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...
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Private Wealth Management Specialist
2 weeks ago
Delhi, India Iifl Wealth Mgt Limited Full timeJob 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...
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Private Wealth Management Specialist
2 weeks ago
delhi, India Iifl Wealth Mgt Limited Full timeJob 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...
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Private Wealth Management Specialist
2 weeks ago
Delhi, India Iifl Wealth Mgt Limited Full timeJob 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...
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Wealth Manager
2 months ago
Delhi, India Discoveries Quintessential Full timeAre 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...
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Wealth Manager
1 month ago
Delhi, India Discoveries Quintessential Full timeAre 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...
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Wealth Management Strategist
3 days ago
Delhi, Delhi, India Intellectual Capital HR Consulting Pvt. Ltd. Full timeJob Summary:The Wealth Management Strategist will lead the establishment and growth of our Private Wealth Management division. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in team management and business development.Key Responsibilities:Business...
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Wealth Manager
2 months ago
Delhi, India Discoveries Quintessential Full timeAre 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...
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Bdm /sales (Wealth Advisory)
5 months ago
Delhi, Delhi, India Quantlab Wealth Advisor Pvt Ltd Full timeLooking for Business Development Manager for a Wealth Management/Algo Trading Company. Profile will include new client acquisition along with client retention Min Exp. 3 Yrs. Salary Fixed plus High Incentives. **Job description** **1) Aquisition of new customers through strategic approach** **2) Handling clients reporting and support services** **3)...
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Manager - Wealth Management
1 week ago
delhi, India Prospurts Full timeJob 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 periodic...
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Manager - Wealth Management
1 week ago
delhi, India Prospurts Full timeJob 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...
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Manager - Wealth Management
1 week ago
Delhi, India Prospurts Full timeJob 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...
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Preferred wealth manager
2 weeks ago
Delhi, India Anand Rathi Share And Stock Brokers Ltd Full timeHi, We have urgent openings for Preferred Relationship Manager- Wealth with Anand Rathi Group for Delhi location. Job Description for Preferred Relationship Manager -Wealth SUMMARY: - The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible...