Wealth Manager

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...

Company 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,...

Hiring for Wealth Manager Please find below the Job DescriptionLocation - Delhi, Mumbai, AhmedabadEducational Qualification: PG - MBA/PGDM - Any Specialization, Any Postgraduate - Any SpecializationDesired Experience:Preferably MBA/Graduate with relevant 3+ years of experienceGraduate with relevant experiencePrerequisite:Candidates with prior experience in...

Company: SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Role Overview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on selling PMS, AIF, and other...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

Job Description for Wealth Product Specialist:We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

Job Description for Wealth Product Specialist: We are seeking an experienced and dynamic Product Manager to join our Product Development team in SMC Private Wealth. The ideal candidate will be responsible for handling a broad range of product related activities, from product tie-ups to internal sales enablement. He/She must have strong analytical,...

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...

Role & responsibilitiesManage high net worth individual (HNI) clients' portfolios, providing personalized wealth management solutions.Develop and maintain strong relationships with existing HNI clients to increase retention rates and generate new business opportunities.Identify cross-selling opportunities for various financial products such as investments,...