Wealth Relationship Manager/Investment Portfolio Advisor

Investment Portfolio ManagerThis is an individual role requiring a strong personal network, deep product knowledge, and a track record of building long-term client relationships while delivering consistent revenue and asset growth.About the RoleThis position is responsible for managing a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI)...

Full Time Onsite 10+ **Job Summary** We seek a proactive **SEBI-Registered Investment Advisor (RIA)** to lead regulatory licensing, compliance, product strategy, and client advisory. Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment...

Job Opportunity:The Director of Wealth will spearhead the development and expansion of the wealth management division, ensuring high-quality investment solutions and client-centric financial planning.About This Role:Develop and implement a comprehensive wealth management strategy, aligning with the company's global investment vision.Work collaboratively 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...

Wealth Manager – Brokerage & Investment Advisory Financial Advisor / Wealth Manager – Leading Brokerage Relationship Manager – Wealth & Investments Wealth Management Professional – Advisory Portfolio & Wealth Manager – Brokerage Industry

Job Title: Private Wealth Advisor">Job Summary:We are seeking a skilled Private Wealth Advisor to build and maintain strong relationships with high-net-worth individuals.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).You will be...

Job DescriptionCompany DescriptionNuvama Wealth is one of Indias leading wealth management and investment advisory firms, offering a comprehensive suite of financial solutions across asset classes. With a strong legacy and client-first approach, we empower individuals, HNIs, and institutions to achieve their financial goals through personalized advisory,...

We are seeking an experienced professional to lead our Wealth Management division in Bengaluru. As a trusted advisor, you will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, providing end-to-end investment advisory and wealth management solutions.The ideal candidate will have a strong personal network, deep...

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...

We are seeking a skilled and client-focused Financial Services Advisor to join our Wealth Advisory team.The role involves trading & order execution, HNI client handling, and cross-selling of wealth & investment products.Key Responsibilities:Trade Execution: Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end...