Associate - Wealth Operations - Mumbai

**Job Title**: Wealth Advisor **Location**: Lower Parel, Mumbai **Key Responsibilities**: - **Daily Planning**: - Organize daily tasks with a focus on lead prioritization based on the Wealth Advisory funnel and potential client value. - **Client Fitment & Engagement**: - Match Wealth Advisory products to clients’ investment goals. - Engage with...

Company Description As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition...

**Mumbai** **Competency**: Research - Wealth Mumbai **Department**: Research **Designation**: Executive **Legal Entity**: Choice Wealth Private Limited

**Operations Associate** **About us**: Our Founder, Salonee Sanghvi is a fourth generation financial professional with 19+ years of experience in financial services industry. The dearth of solid, reliable financial advice prompted her realize her passion to spread financial literacy with transparency to every strata of society. To bridge the gap and...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role located in Mumbai for a Senior Wealth Manager. The Senior Wealth Manager will be responsible for developing comprehensive financial plans, managing investment portfolios, and providing investment advice. The incumbent will also be responsible for evaluating...

Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...

**Corporate Marketing, US Wealth Advisory, Associate**: **Location**: **Mumbai, Maharashtra** Team: **Corporate Marketing** Job Requisition #**:R252783** Date posted**:Apr. 23, 2025

**Job Title**: Operations Team Member **Location**: Mumbai, India **Company Overview**: We are establishing a family office in Mumbai dedicated to servicing High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (Ultra HNI). Our mission is to provide exceptional financial services and personalized solutions to our esteemed clients. **Position...

Location City - Mumbai - Department - Banking and Financial Services - Experience - 1 - 2 Years - Salary - Designation - Associate - Total Position - 1 - Employee Type - Permanent- Job Description**JOBDESCRIPTION - ASSOCIATE- ASSURANCE - BANKING AND FINANCIAL SERVICES (FUNDACCOUNTING)** **About Us**: Nexdigm is an employee-owned, privately held,...

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...