Wealth Manager

Company DescriptionJM Financial Services Ltd. is committed to empowering investors by offering effective financial products and expert advice to achieve their financial goals. With nearly four decades of expertise, the company has catered to the investment needs of institutions, corporates, and individual clients. Offering a wide range of services such as...

**Client Relations - Pre IPO and Wealth ManagementDescription:• Understanding Financial Markets: Gain in-depth knowledge of Pre-IPO,Unlisted Shares, and Wealth Management services.• Client Advisory: Assist HNIs and Ultra-HNIs in strategic investment decisions,ensuring alignment with their financial goals.• Business Development: Identify potential...

Job Title: Test Engineer – Wealth OperationsLocation: Ghatkopar, MumbaiExperience: 1–5 YearsEmployment Type: Full-timeJob Description:We are looking for a motivated and detail-oriented Test Engineer (Wealth Operations) to support testing of back-office and middle-office systems in the Wealth Management domain. This role suits professionals from wealth...

Company DescriptionJM Financial Ltd. is an integrated and diversified financial services group offering a broad range of services. Our primary businesses include Integrated Investment Banking, Mortgage Lending, Asset Management, Wealth Management, and Securities Business. We cater to a variety of clients, including institutional, corporate, government,...

Job descriptionJob Title: – Wealth Manager - AIF Category II (Sales)Location: Charni RoadDepartment: InvestmentsAbout the RoleWe are seeking an experiencedWealth Managerwith proven expertise in Alternative Investment Funds (AIF) Category II, specifically in driving sales, fundraising, and investor relations. The ideal candidate will have a strong network...

Role OverviewIn Private Wealth, you will play a pivotal role in leading and expanding our wealth managementbusiness. The role involves driving client acquisition at the highest levels, scaling the franchise, andmentoring leaders within the team. We are looking for a seasoned professional who can balancestrategic vision with execution while nurturing strong...

Job Description Wealth Manager (Family Office)Role OverviewThe Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of...

Role - Wealth Manager - HNI Sales Exp - 1 yr+ Location - Mumbai Requirement: HNI Sales Ultra HNI B2C Relationship Manager PMS, Mutual Fund , Broking ,Insurance , Bonds / Equity Generate new business BOND , AIF , LI MLD , UNLISTED SHARE

Job Description : Senior Sales ManagerWe are seeking an experienced and dynamic Senior Sales Manager to join our wealth management family office. The ideal candidate will be responsible for developing and managing relationships with HNI's and family offices, driving sales growth, and providing comprehensive wealth management...

Location: Mumbai, Lower ParelDepartment: Wealth/Equity Key Responsibilities:Key Roles / Responsibilities Plan the day’s work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size • Identify fitment of Wealth Advisory products matching the client’s investing goals • Interact with potential customers with...