Wealth Manager

2 weeks ago


Bengaluru, Karnataka, India Wealthy Full time ₹ 8,00,000 - ₹ 25,00,000 per year

Responsibilities:

* Manage HNIs' wealth through financial planning & investment advice

* Oversee mutual fund portfolios & PMS strategies

* Ensure compliance with regulatory standards

Provident fund

Health insurance


  • Wealth Manager

    1 week ago


    Bengaluru, Karnataka, India Sahaj Wealth Private Limited Full time ₹ 4,50,000 - ₹ 9,00,000 per year

    Company DescriptionSahaj Wealth Private Limited provides a diversified range of investment and financial solutions through a unified platform. Our offerings include mutual funds, bonds/NCDs, insurance, unlisted stocks, equity/derivatives trading, PMS/AIF, loans (secured/unsecured), corporate funding, M&A assistance, structured products, and special debt...

  • Product Manager

    2 weeks ago


    Bengaluru, Karnataka, India Novelty Wealth Full time

    Company DescriptionAt Novelty Wealth, we are revolutionizing wealth management to make it accessible to everyone. With a combination of SEBI-registered expertise and cutting-edge AI technology, we provide 360° financial planning covering investments, taxes, insurance, and budgeting for individuals and their families. Our NovaAI, a 24/7 personal finance...


  • Bengaluru, Karnataka, India Veerwal Getwork Services Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    *Were Hiring Private Wealth Managers*Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you* Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore* Experience:* 8+...

  • Wealth Management

    3 days ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    About Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments...

  • Wealth Management

    4 days ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    DescriptionAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...

  • Wealth Management

    3 days ago


    Bengaluru, Karnataka, India Goldman Sachs Full time

    Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...


  • Bengaluru, Karnataka, India Aarna HR Solutions Full time ₹ 8,00,000 - ₹ 15,00,000 per year

    Company Description Greetings Aarna HR Solutions is a Human Resource Recruitment Company providing services to Various IT, ITES and Non- IT companies across India. Aarna HR Solutions strive towards hiring the best and the brightest talent in the industry. We hire individuals with a strong sense of pride in their performance, team spirit, and a desireWe have...

  • Private Banker

    7 days ago


    Bengaluru, Karnataka, India TriGen Wealth Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Company DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...


  • Bengaluru, Karnataka, India Dyota Solutions Pvt Ltd Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

    Key ResponsibilitiesClient onboarding and client transactionsFinancial planning and investment analysisPortfolio management and portfolio reviewsAbout Company: We are SEBI-registered investment advisors focused on wealth creation and wealth management solutions with a detailed focus on tax efficiency & risk management We assist families with retirement...

  • Wealth Manager

    1 week ago


    Bengaluru, Karnataka, India Purnartha PMS Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    JOB DISCRIPTIONDesignation : Asst. Mgr./Mgr./Sr. Manager/AVPJob Role : Wealth Manager – HNI AcquisitionExperience : YearsLocation : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying...