Wealth Manager
4 days ago
Role Description
This is a full-time Wealth Manager role based on-site in the Greater Bengaluru Area. The Wealth Manager will be responsible for providing personalized financial planning services, managing client investments, and assisting clients in achieving their financial goals. Responsibilities include analyzing financial data, identifying suitable investment opportunities, advising on insurance products, and developing strategies for wealth accumulation and preservation.
Qualifications
- Expertise in Financial Planning, including the ability to create tailored financial strategies.
- Proficiency in Investment Management and identifying diverse investment opportunities.
- Strong foundational knowledge in Finance and Investments to guide client decisions.
- Understanding of Insurance products and their role in financial security and planning.
- Excellent communication and client relationship management skills.
- Ability to thrive in an on-site collaborative setting and effectively manage multiple clients.
- Bachelor's degree in Finance, Economics, Business, or a related field is preferred.
- Relevant certifications (e.g., CFP, CFA) are a plus.
-
Wealth Manager
2 days ago
Greater Delhi Area, India Nuvama Wealth Full time ₹ 15,00,000 - ₹ 25,00,000 per yearCompany DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role for a Wealth Manager located in the Greater Delhi Area. The Wealth Manager will be responsible for creating and executing financial planning strategies for clients. Responsibilities include managing investments, providing advice on insurance and finance,...
-
Wealth Management Associate
2 weeks ago
Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 3,00,000 per yearWealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...
-
Relationship Manager
2 days ago
Greater Kolkata Area, India Novus Wealth Full timeAbout Novus WealthNovus Wealth is a modern wealth management firm dedicated to helping individuals and families build, manage, and grow their wealth through expert-led investment strategies. We combine insightful financial planning with access to top-performing mutual funds and investment products—ensuring every client enjoys a seamless and transparent...
-
Wealth Manager
2 weeks ago
Bengaluru, Mumbai, India Equentis Wealth Advisory Full time ₹ 15,00,000 - ₹ 25,00,000 per yearRole & responsibilitiesAcquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual Presentations to clients.To conduct and assist in organizing...
-
Wealth Manager
1 week ago
Greater Kolkata Area, India Vardhaman Capital Private Limited Full time ₹ 20,00,000 - ₹ 25,00,000 per yearAbout UsWe are a leading stock broking and wealth management firm offering a full suite of investment products including Equities, Mutual funds, PMS, AIFs, Bonds, Insurance, and Alternative investments. With cutting-edge technology and a client-first approach, we aim to redefine how wealth is managed in India.Role OverviewWe are looking for a dynamic and...
-
Vice President of Wealth Management
1 week ago
Greater Delhi Area, India Banking and NBFC job Full timeVery Urgent Mandate:Hiring: Vice President – Wealth Management | Delhi/NCRIts a sales/business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background...
-
Vice President of Wealth Management
1 week ago
Greater Delhi Area, India Banking and NBFC job Full timeVery Urgent Mandate: Hiring: Vice President – Wealth Management | Delhi/NCR Its a sales/business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background...
-
Vice President of Wealth Management
1 week ago
Greater Delhi Area, India Banking and NBFC job Full timeVery Urgent Mandate: Hiring: Vice President – Wealth Management | Delhi/NCR Its a sales/business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background...
-
Head of Wealth Management
1 week ago
Greater Delhi Area, India Credence Group Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionCredence Group is a premier investment consulting and portfolio management group based in London, offering customized solutions to private clients and Board-level consultancy to SMEs worldwide. With expertise in international asset, wealth and investment management, as well as family office advisory, we now want to set up base in...
-
Vice President of Wealth Management
1 week ago
Greater Delhi Area, India Banking and NBFC job Full time ₹ 60,00,000 per yearVery Urgent Mandate:Hiring: Vice President – Wealth Management | Delhi/NCRIts a sales/business development role for wealth management products. Only candidates having experience in local market of selling wealth management products (LI, MF, AIF, PMS, FD's, etc) in Banks or NBFC's should apply. Operation, Administration, research, Insurance background...
