Wealth Planner

India - Product Management and Development - Global Wealth Management **Job Reference #** - 318087BR **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...

India - Product Management and Development - Global Wealth Management **Job Reference #** - 318097BR **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...

Key ResponsibilitiesUnderstand client goals and assess current financial status.Prepare detailed financial plans covering budgeting, savings, investments, retirement, and wealth creation.Analyze income, expenses, assets, liabilities, and risk capacity.Create goal-based financial projections and recommendations.Evaluate and suggest suitable investment...

About V-Financial ServicesV-Financial Services is a women-owned and driven wealth management and financial planning firm, serving HNIs, corporate clients, insurance agents, and distributors across multi-asset products. We specialize in holistic financial, tax, and retirement planning with a client-first approach.Role OverviewThe Junior Financial Planner will...

Job Description: Relationship Manager - Wealth Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...

Job Description: Relationship Manager - Wealth - Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...

Job Description: Relationship Manager - Wealth Experienced (Minimum 3 years): Proven experience in acquiring and managing clients for investment products, including Mutual Funds, Stock Markets, Insurance, and other financial instruments. Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Private Wealth Manager, located in Mumbai. The Private Wealth Manager will be responsible for developing personalized financial plans for clients, providing investment advice, and ensuring effective estate planning. Additionally, the role involves...

🚀 We’re Hiring at Liquide! Are you passionate about helping people achieve their financial goals? At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team....

We’re Hiring at Liquide!Are you passionate about helping people achieve their financial goals?At Liquide, we’re on a mission to simplify wealth creation and empower investors with actionable insights. We’re looking for a dynamic professional with 3–5 years of experience in financial planning and investment advisory to join our growing team.What...