Private Wealth Role

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India’s emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Location – Bangalore/MumbaiPosition: PMS Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given. 2. Build up the sales funnel via Client Meetings...

Join Neo – Redefining Wealth ManagementAre you a banker who wants to build, not just maintain?At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do?- Build & manage a portfolio of HNI clients - Deliver unbiased,...

Join Neo – Redefining Wealth Management Are you a banker who wants tobuild, not just maintain ? At Neo, we’re reshaping wealth management for India’s next generation of HNI clients—aspirational, fast-moving, and seeking real performance, not just packaging.What You’ll Do? Build & manage a portfolio of HNI clients Deliverunbiased,...

**Private Wealth ManagerIngenetus — Dwarka, New Delhi (On‑site with hybrid flexibility - Monday is a WFH for all employees)About IngenetusIngenetus is more than a Mutual Fund Distribution firm focused on transparent, client‑centric wealth management. We align portfolios to financial freedom, not commissions, and we do not push high‑commission ULIPs...

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

Responsibilities:* Sales of Unlisted Equity /Pre -IPO Shares, Private Equity or Wealth Products.* Develop wealth strategies using mutual funds and private wealth solutions.Health insurance

Role & Responsibilities:- To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives. - To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite. - To conduct regular portfolio reviews and performance updates with clients to...

Job Title: Private BankerJob Summary:- We are seeking a client-focused and results-driven Private Banker to manage and grow a portfolio of high-net-worth individuals. - The role involves delivering personalized financial solutions, deepening client relationships, and providing expert advice on investments, credit, and wealth planning.Key Responsibilities:-...