Wealth Management

Company DescriptionNuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India's leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based...

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Nuvama Wealth is hiring for below positions for their Digital Business-Job descriptionRoles and Responsibilities- Catering to the investment needs of clients by providing them research-based advice in Wealth products, MF, Insurance, PMS & Structured products offerings- Manage HNI & UHNI clients through client visits, suggest financial products to the clients...

We're Hiring: Analyst | Neo Wealth and Asset ManagementAre you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios?Neo Group is looking for Analysts to join our high-performing teams in Wealth ManagementRole: Portfolio Analyst Location: Mumbai Experience: 2-4 years...

We're Hiring: Analyst | Neo Wealth and Asset Management Are you passionate about finance, analytical by nature, and excited to work across public markets, private deals, and high-value client portfolios ? Neo Group is looking for Analysts to join our high-performing teams in Wealth Management Role: Portfolio Analyst Location: Mumbai Experience: 2-4...

Looking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...

Job Opportunity at Prime Trigen Wealth Limited.Prime Trigen Wealth Limited, a fully owned subsidiary of Prime Securities Limited (a publicly traded company on BSE and NSE), specializes in comprehensive wealth management services. Our clientele includes Family Offices, Corporate Treasuries, UHNI, and HNIs. We're expanding across 8 citiesWe're seeking...

Sourcing of New ClientsManaging relationshipsResearch and Analytics Aim to build new AUM as well as expand & deepen existing relationships to enhance the overall AUM.

Job descriptionWe are seeking a highly experienced and results-driven Senior Sales Manager to join our team. The ideal candidate should have a proven track record in wealth management/mutual funds with a deep understanding of investment strategies, financial planning, and client relationship management.This role requires strong leadership skills, business...

Position: AVP/Senior Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management...