Wealth Manager

4 days ago

Bengaluru, Karnataka, India Tech Mahindra Full time ₹ 2,30,000 - ₹ 2,70,000 per year

Title: BA Wealth Digital Business Analyst

Experience: 6-12 years

Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.

Domain: Banking only

Job Location: Dubai

Budget: 23 to 27 LPA

Notice Period: Immediate

Job Description:

They are converting a lot of their paper-based journeys to digital journeys.

The application being used is Finacle Wealth 11 X version.

The BAs need good knowledge of Wealth Management.

They should have worked on Digital Projects – mandatory.

They need to have good knowledge of Agile practices and SDLC.

They need to have excellent communication skills.

Need to have good analytical skills.

One of the BAs needs to have good knowledge of equities / trading platforms.

  • Wealth Management Advisor

    6 days ago

    Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

  • Wealth Advisor

    16 hours ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

  • Wealth Manager

    5 days ago

    Bengaluru, Karnataka, India equentis Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Location – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition 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...

  • Product Manager

    4 days ago

    Bengaluru, Karnataka, India Novelty Wealth Full time

    Company DescriptionAt Novelty Wealth, we are revolutionizing wealth management to make it accessible to everyone. With a combination of SEBI-registered expertise and cutting-edge AI technology, we provide 360° financial planning covering investments, taxes, insurance, and budgeting for individuals and their families. Our NovaAI, a 24/7 personal finance...

  • Wealth Management Advisor

    24 hours ago

    Bengaluru, Karnataka, India equentis Full time ₹ 5,00,000 - ₹ 8,00,000 per year

    Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....

  • Head of Wealth Management

    1 week ago

    Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

  • Manager

    4 days ago

    Bengaluru, Karnataka, India Neo Wealth Partners Full time ₹ 1,20,000 - ₹ 1,80,000 per year

    Company DescriptionNeo Wealth Partners (NWP) is a wealth management firm where bankers and the firm work as equal partners to deliver client solutions. Partners operate independently, free from organizational targets, and receive comprehensive support from institutional infrastructure, resulting in sustainable and client-centric engagements. Neo Wealth...

  • Product Owner- Wealth Management

    2 days ago

    Bengaluru, Karnataka, India Virtusa Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...

  • Asset and Wealth Management

    4 days ago

    Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Job DescriptionAbout Goldman SachsThe Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New...

  • Senior Wealth Manager

    17 hours ago

    Bengaluru, Karnataka, India Purnartha PMS Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionPurnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth...