Wealth Manager

Our organization is dedicated to supporting wealth managers and financial advisors in India. We understand that clients expect a seamless experience when it comes to financial products. To cater to this demand, we have designed our platform to enable partners and investors to manage their needs from a single place.At Yubi Markets, we specialize in...

Job Title: Private Wealth Sales SpecialistKey ResponsibilitiesDrive sales of wealth management products, including portfolio management services, mutual funds, and other financial instruments.Establish and maintain strong client relationships by understanding their financial goals and offering tailored solutions.Actively pursue new business opportunities and...

Job SummaryAs a wealth management professional, you will be responsible for acquiring and managing high net worth individual (HNI) clients. You will conduct client profiling to offer various financial products and manage their portfolios for performance and profitability.Acquire and manage HNI clients to ensure seamless service delivery.Conduct client...

About the OpportunityWe are seeking a seasoned professional to lead our Risk Management team, driving business growth through effective wealth management product and service delivery.The successful candidate will possess strong leadership skills, with a proven track record of building and managing relationships with Channel Partners and ensuring compliance...

About the RoleAs a Private Wealth Manager, you will play a pivotal role in cultivating relationships with High Net Worth Individuals and Ultra High Net Worth Clients to build long-term associations.Acquire new private banking clients and nurture existing relationships by providing comprehensive wealth management solutions, encompassing asset under management...

Role Overview:We are seeking a seasoned Wealth Management Specialist to join our team.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).They should possess excellent communication, presentation, and negotiation skills to effectively build...

Market Lead/Sr. Market Lead PositionWe are seeking a dynamic and result-oriented individual to spearhead business growth in private wealth management.About the Role:Provide financial guidance and implement planning recommendations for high net worth clients.Monitor market trends to ensure client plans remain responsive.Drive the growth of assets under...

Head of Premier Client GroupFindoc is seeking a seasoned and dynamic Head of Premier Client Group (PCG) Desk to join its team. This individual will be responsible for acquiring, managing, and servicing Ultra High Net Worth Individuals (UHNWIs) by offering a wide range of wealth management solutions.Key Responsibilities:Drive the acquisition of UHNWIs and...

Job DescriptionThe ideal candidate will identify, connect, and onboard potential investors in various asset classes. They will be responsible for driving sales of curated investment opportunities in startups, venture funds, and other alternative asset classes.They will build and maintain long-term client relationships by understanding their investment goals...

Job Title: Wealth StrategistThe role requires a highly skilled and experienced individual to provide expert financial advice and personalized wealth management solutions to high-net-worth clients. The ideal candidate will have a deep understanding of financial markets, investment products, and a commitment to delivering exceptional client service.Key...