Wealth Manager

Role & 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...

Job Description -As the Global Wealth Manager, you will be responsible for gaining a deep understanding of the clients' financial objectives & requirements and creating strategic recommendations w.r.t India based on this understanding. You will do so by building a strong relationship with our clients.You will be supported by Service RMs, who will help you...

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...

Circle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , PMS|AIF|Structure...

Circle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY 9137265848 ,...

Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY 9137265848 ,...

Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY , PMS|AIF|Structure products...

Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY , |AIF|Structure products...

Circle Head - Wealth Mgmt Regional Head Wealth Management Looking for candidates only from Broking Wealth / Capital - ONLY CTC : 50 LKHS TO 80 LKHS 3 years in Market - Well Established Start Up Portfolio will be mapped Candidates only from Wealth Management Companies Only Location : Chennai / Bangalore Contact Person : Divya :WASSUP ONLY , ...

Circle Head - Wealth MgmtRegional Head Wealth ManagementLooking for candidates only from Broking Wealth / Capital - ONLYCTC : 50 LKHS TO 80 LKHS3 years in Market - Well Established Start UpPortfolio will be mappedCandidates only from Wealth Management Companies OnlyLocation : Chennai / BangaloreContact Person : Divya :WASSUP ONLY 9137265848 ,...