Wealth Management

We are seeking a seasoned professional to join our team as a Wealth Manager. This role requires building and maintaining strong relationships with high net worth clients, providing them with personalized wealth management solutions to achieve their financial goals.Key ResponsibilitiesClient Relationship Management: Develop and maintain long-term...

Job Title: Senior Wealth Management ProfessionalAbout the Opportunity:The role of a Senior Wealth Management Professional involves directly managing high-net-worth and ultra-high-net-worth clients, providing end-to-end investment advisory and wealth management solutions. This is an individual contributor position requiring a strong personal network, deep...

Job OverviewWe are seeking a seasoned wealth management professional to join our team.The successful candidate will be responsible for fostering enduring relationships with affluent individuals, understanding their financial objectives and goals.To provide bespoke financial guidance and wealth management solutions tailored to clients' needs and risk...

Product Trainer - Wealth ProductsWe are seeking a skilled Product Trainer to join our team. This individual will be responsible for training, mentoring, and enabling new Relationship Managers to become profit centers.The ideal candidate will have proven experience in wealth management or a similar domain and prior experience in training, coaching, or...

Financial Professional OpportunityAt a leading wealth management firm, we are seeking an experienced professional to join our team and contribute to delivering exceptional client-centric solutions. Our partnership model ensures sustainable, long-term engagement, providing superior economic outcomes for entrepreneurial partners.The successful candidate will...

Role: Financial Planner/Wealth ManagerThis is a full-time, on-site role based in Dwarka. As a Financial Planner, you will be responsible for providing personalized financial planning services to clients, including retirement planning, investment management, and wealth preservation. You will collaborate with investment experts, financial planners, and tax...

Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

Wealth Management Professional">Job Title: Senior Relationship Manager- Wealth Management Solutions">About the Role:">As a seasoned wealth management professional, you will play a crucial role in building and managing relationships with high net worth individuals (HNIs) and family offices. Your expertise in wealth products, structured investments, and...

Job Title: Wealth Manager – Unit Head (VP- Wealth Management)Company: Bajaj Capital LtdLocation: Ahmedabad, Pune & JaipurDepartment: Wealth ManagementExperience: 10–12 yearsEmployment Type: Full-TimeAbout Bajaj CapitalBajaj Capital Ltd is one of India's most trusted investment services companies, servingclients for over 60 years with expert financial...

About Wealth Management:We are a fintech startup on a mission to reimagine the wealth management experience. We believe sophisticated investing strategies should be more accessible, transparent, and aligned with individual financial goals.Our team has deep expertise across finance, product, and technology, backed by world-class investors.We're not here to...