Playing Captain Wealth
1 week ago
As a Playing Captain - Wealth (Pan India) based in Mumbai at Synergy HR Consultancy, your role involves leading wealth management teams, developing and implementing wealth management strategies, and ensuring the achievement of financial targets. Your daily tasks will include client relationship management, overseeing investment portfolios, and providing financial consulting. It is essential to coordinate with different departments to ensure seamless service delivery and adherence to regulatory requirements. Key Responsibilities: - Lead wealth management teams and develop wealth management strategies - Ensure achievement of financial targets - Manage client relationships and oversee investment portfolios - Provide financial consulting - Coordinate with different departments for seamless service delivery and regulatory compliance Qualifications: - Strong leadership skills and experience in wealth management - Proven track record in client relationship management and financial consulting - In-depth knowledge of investment strategies and portfolio management - Excellent analytical and problem-solving skills - Ability to work collaboratively with different teams and departments - Bachelor's degree in Finance, Business Administration, or related field; advanced certifications (e.g., CFA, CFP) are a plus - Excellent written and verbal communication skills - Strong ethical foundation and commitment to regulatory compliance,
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Wealth Management
2 weeks ago
Mumbai, Maharashtra, India Synergy HR Consultancy Full time ₹ 12,00,000 - ₹ 36,00,000 per yearCompany DescriptionSynergy HR Consultancy is a leading HR and Recruitment firm dedicated to providing expert Non-IT Hiring solutions. We specialize in executive search, mid and senior-level hiring, and contingency search across various industries including BFSI, Manufacturing, FMCG, and more. Our core values of partnership, integrity, and innovation guide us...
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Restaurant Captain
1 week ago
Mumbai, Maharashtra, India Landmark Group Full time ₹ 1,92,000 - ₹ 2,64,000 per yearJob Title: Restaurant CaptainJob Summary:The Restaurant Captain plays a pivotal role in ensuring exceptional guest experiences by overseeing the efficient and smooth operation of the dining area. This position involves supervising the waitstaff, coordinating guest seating, and maintaining high standards of service quality. The Restaurant Captain reports to...
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Wealth Manager
6 days ago
Mumbai, Maharashtra, India InCred premier Full time ₹ 12,00,000 - ₹ 36,00,000 per yearProfile : Wealth ManagerLocation : MumbaiJob Summary :As a Wealth Manager, you will be responsible for providing personalized financial advice and guidance to high net worth individuals. You will play a crucial role in managing and growing our clients' wealth portfolios, while ensuring excellent customer satisfaction. This is a dynamic role that requires a...
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Director/AVP - Wealth Management
4 days ago
Mumbai, Maharashtra, India Borderless Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWho are we?Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably.Our data-driven platform empowers you to make smarter investment...
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Risk and Documentation Specialist
6 days ago
Mumbai, Maharashtra, India Crystal Peak Wealth Full time ₹ 4,00,000 - ₹ 8,00,000 per yearLocation: Goregaon East, MumbaiType: Full-timeExperience: 2 years preferredIndustry: Financial Services / Wealth Recovery / DematerialisationAbout Crystal Peak WealthCrystal Peak Wealth is a trusted firm specializing in the end-to-end dematerialisation and recovery of old physical share certificates for investors across India. We help clients unlock hidden...
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Wealth Management Analyst
5 days ago
Mumbai, Maharashtra, India JPMorganChase Full time ₹ 12,00,000 - ₹ 36,00,000 per yearJOB DESCRIPTIONJoin our dynamic team as a Goals-based Planning Analyst, where you'll leverage J.P. Morgan's cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If you're passionate...
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Front-End Developer
2 weeks ago
Mumbai, Maharashtra, India Skybound Wealth Management Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout UsSkybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Spain, UAE and Malaysia. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations.About The RoleThis is a front-end focused position. You will work directly with...
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Front-End Developer
2 weeks ago
Mumbai, Maharashtra, India Skybound Wealth Management Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout Us Skybound Wealth Management is a global financial advisory company with employees across the UK, USA, Cyprus, Spain, UAE and Malaysia. We provide tailored financial advice to international clients, supported by expert teams across wealth planning, compliance and operations. About The Role This is a front-end focused position. You will work...
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Wealth Management Mortgage Solutions Analyst
2 weeks ago
Mumbai, Maharashtra, India JPMorganChase Full time ₹ 15,00,000 - ₹ 25,00,000 per yearJOB DESCRIPTIONLeverage your analytical skills and industry knowledge to enhance client satisfaction and operational efficiency. You'll play a key part in maintaining a dynamic loan portfolio and fostering continuous improvement.As a Wealth Management Mortgage Solutions Analyst in the Wealth Management Mortgage Solutions team, you partner with Mortgage...
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UI/ UX Designer
4 days ago
Mumbai, Maharashtra, India Neo Wealth and Asset Management Full time ₹ 9,00,000 - ₹ 12,00,000 per yearAbout Neo Group:Neo is a new-age, focused Wealth and Asset Management platform in India, catering to HNIs, UHNIs and multi-family offices. Neo stands on its three pillars of unbiased advisory, transparency and cost-efficiency, to offer comprehensive, trustworthy solutions. Founded by Nitin Jain (ex-CEO of Edelweiss Wealth), Neo has amassed over USD 3 Billion...