Private Wealth Manager

Selected Intern's Day-to-day Responsibilities IncludeAssist in client prospecting by supporting outreach, follow-ups, and initial engagement efforts.Conduct portfolio research and assist in analyzing mutual funds, equity, and investment products.Support portfolio reviews, including gap analysis and risk assessments for existing clients.Help prepare...

**Private Wealth ManagerIngenetus — Dwarka, New Delhi (On‑site with hybrid flexibility - Monday is a WFH for all employees)About IngenetusIngenetus is more than a Mutual Fund Distribution firm focused on transparent, client‑centric wealth management. We align portfolios to financial freedom, not commissions, and we do not push high‑commission ULIPs...

Full Time | Based in Connaught Place, New DelhiWe are looking for a passionateWealth Associatewith aprimary focus on Portfolio Planning, Relationship Management, and Client acquisition. As a Wealth Manager, you will work closely with both retail & high-net-worth clients, providing strategic financial guidance, and implementing tailored wealth management...

Company DescriptionOur client is one of the leading NBFC.Wealth Manager / Sr Manager WealthExperience - 4+ years in Financial Industry/ Private Wealth / Capital Markets / Private BankingLocation -Mumbai , Delhi ,Pune ,Kolkata, Chennai , Jaipur,Education - UG / PGRole DescriptionExperience in private wealth management, portfolio management, and client...

Responsibilities:* Manage client portfolios with mutual funds expertise* Acquire high net worth clients through strategic planning* Provide investment advice and product knowledge* Oversee wealth management services for HNIsTravel allowanceHealth insuranceAccidental insuranceLife insuranceAnnual bonusSales incentivesPerformance bonus

Company Overview: Vimerse Infotech Inc is a leading IT services and IT consulting company operating in the industry. We specialize in providing innovative solutions to our clients, helping them achieve their business goals through cutting-edge technology and strategic guidance.  Role and Responsibilities: The Wealth Manager will play a crucial role in...

Maple Capital Advisorsis seeking an experienced, high-performing Wealth Management Operations Analyst to join our New Delhi team. The ideal candidate will have a strong background in mutual funds operations, client servicing, CAMS, kfintech and reporting, with the ability to thrive in a fast-paced, entrepreneurial environment.About Maple Capital...

Wealth Manager Roles and Responsibilities:  Acquiring HNI/ UHNI clients through networking, database, market analysis, and references  Maintain client relationships and generate AUM from HNI/Ultra HNI clients  Achieve the financial goals of the clients through various product line  Key products are - MF, Bonds, AIF, Unlisted shared, Trading –...

Company DescriptionFinogent Solutions LLP caters to affluent and high-net-worth individuals (HNWIs) globally, offering customized portfolio management and multi-office services covering Global Wealth Management. The firm provides specialized services to address the unique financial needs of HNWIs, distinct from those of mass affluent and retail investors....

Location: Delhi (Bhikaji), Noida, Kolkata, Bangalore, Hyderabad, Chennai, Mumbai, PuneAbout the Role: We are seeking an experienced and dynamic Wealth Management professional to manage and grow client relationships while achieving AUM and revenue targets. The ideal candidate will have a strong background in financial planning, investment advisory, and client...