Opening In Exacutive Wealth Planning Officer

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Company DescriptionUnified Vision Wealth is a modern wealth management firm dedicated to meeting the complex financial needs of HNIs, UHNIs, business families, and corporates. We provide holistic and unbiased wealth offerings based on risk profiling, proper asset allocation, and diversification principles. Our services are backed by strong research and the...

JOB OVERVIEWROLEWealth ManagerDEPARTMENTSalesLOCATIONHyderabad, TelanganaWho we are?GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth...

Very urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: ChennaiIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of wealth products (MF, AIR, PMS, Structured Products, etc). Having own book, managing U/HNI customers. Non...

Job Description: Service Relationship Manager Role Overview: The Service Relationship Manager in Wealth Management acts as a key client service liaison, ensuring seamless transaction processing, effective query resolution, and superior client engagement to support Relationship Managers and enhance the overall client experience.Key Responsibilities;Client...

Company DescriptionPurnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...

Regulatory Reporting (C12) DescriptionWealth is a trusted advisor to the world's wealthiest, most influential individuals and families. Like Citi's government, institutional and multinational corporate clients, Wealth clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of Citi's...

Discover your future at CitiWorking at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.Job OverviewRegulatory Reporting (C12)DescriptionWealth is a trusted advisor to...

Regulatory Reporting (C12) Description Wealth is a trusted advisor to the world's wealthiest, most influential individuals and families. Like Citi's government, institutional and multinational corporate clients, Wealth clients receive bespoke service and access to the best ideas and solutions tailored to their unique needs and aspirations. A part of...