Wealth Planner

India - Product Management and Development - Global Wealth Management **Job Reference #** - 318101BR **City** - Mumbai **Job Type** - Full Time **Your role** - As a Wealth Planner, you will play a crucial role in helping our clients achieve their financial goals. By providing comprehensive financial planning services, you will have a significant impact...

Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

Para Planner / Junior Planner / Associate - Location: - Bengaluru - 2 / Gurugram - 2 / Pune - 2 experience - 2+ years in portfolio planning/advice/portfolio analysis / in the mutual fund industry / multi-product experience/analysis experience necessary For Planner - SEBI regulations - Post Grad + NISM XA, NISM XB and 2 yrs relevant work ex **Job...

Role & responsibilities• Review and drafting of client documents like Will, POA and Trust Deed. • Assisting clients in collating their estate details for making estate planning documents. • Preparing Business Reporting's like Scope of work and Engagement Letters. • Maintaining MIS Reports (Wealth Planning Activity Tracker, Finance Tracker and...

Role DescriptionThis is a full-time on-site role in Mumbai for Mumbai Wealth Roles at Scope4job LLP. The role involves day-to-day tasks such as managing client portfolios, providing financial advice, developing wealth management strategies, and conducting market research. The individual will also be responsible for client relationship management and ensuring...

Job OpportunityWe are seeking a skilled Private Wealth Manager to join our team. As a Private Wealth Manager, you will be responsible for developing and implementing customized wealth management strategies for high net-worth individuals and corporate clients.Key Responsibilities:Financial planning and estate planningInvestment management and finance...

**Location - Lower Parel** **Skills**: Strong Knowledge in MS Office Good Communication Skills Client Handling Financial Planning Strong Understanding of the Investment Business **Responsibilities**: Provide financial planning support to clients: Conduct in-depth financial analysis including cash flow analysis, investment analysis, risk assessment, and...

**Overview**: **Key Responsibilities**: **Client Acquisition & Onboarding** - Support business development by assisting in acquiring new clients for the wealth platform. - Conduct KYC verification and due diligence as per regulatory norms. - Ensure seamless onboarding by handling documentation and account setup. - Coordinate with clients and relationship...

Job Description:We are seeking a dynamic and experienced financial professional to serve as a trusted advisor to our clients.The ideal candidate will leverage their financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key...

Job DescriptionCompany OverviewOne Centurion Pvt Ltd (The 1% Club)The 1% Club is a SEBI-registered Non-Individual Investment Adviser (RIA) dedicated to transforming the way individuals and families approach personal finance. Unlike traditional distributors who earn commissions from financial products, we follow a fee-only advisory model, ensuring that every...