Wealth Management Product Manager
3 days ago
Client-Focused Wealth Experience:
• As a Wealth Product Manager, you will assist in delivering wealth management experiences that connects advisor insights, firm recommendations, and client engagement opportunities. Your focus will be on helping shape solutions that enhance the client experience.
Support Digital Platform Enhancement:
• Work alongside senior team members to support the evolution of our customers client-facing digital platforms.
Financial Advice
• Contribute to initiatives aimed at driving advisor efficiency and reducing legacy system costs. Focus on supporting and creating strategies that help deliver an advice-driven, client-centric experience.
Collaborative Development:
• Support cross-functional teams to help modernize wealth management platforms. Collaborate with business lines, technology, design, and data teams to ensure the platform provides a competitive edge and helps meet evolving client needs.
Collaboration & Support:
• Work closely with product leads, technology teams, designers, and end users to gather feedback and ensure the platform delivers a world-class experience for both financial advisors and clients.
Support Clients Strategic Vision:
• Assist in defining and executing the strategy for client wealth platforms, ensuring alignment with the broader wealth objectives.
• Help deliver digital-first, seamless experiences that align with the client's wealth management goals.
• Contribute to setting industry standards by ensuring platforms provide innovative, personalized wealth experiences.
-
Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India Sahaj Wealth Private Limited Full time ₹ 4,50,000 - ₹ 9,00,000 per yearCompany 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...
-
Wealth Management Associate
5 days ago
Bengaluru, Karnataka, India Livelong Wealth Full timeWealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...
-
Wealth Management Associate
3 days ago
Bengaluru, Karnataka, India Livelong Wealth Full timeWealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...
-
Wealth Management Product Manager
3 days ago
Bengaluru, Karnataka, India Virtusa Full timeClient-Focused Wealth Experience: As a Wealth Product Manager, you will assist in delivering wealth management experiences that connects advisor insights, firm recommendations, and client engagement opportunities. Your focus will be on helping shape solutions that enhance the client experience.Support Digital Platform Enhancement: Work alongside senior...
-
Senior Wealth Manager
23 hours ago
Bengaluru, Karnataka, India Liquide Full timeLooking for an experienced and client-focused professional for ourWealth Managementvertical. If you're passionate aboutWealth Management, Financial Planning, and delivering a premium client experience, we'd love to connect.You must have : Minimum (YesssMinimum) 5 years of relevant experience in financial planning or wealth management. Strong knowledge and...
-
Wealth Management
1 week ago
Bengaluru, Karnataka, India Goldman Sachs Full timeWealth 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...
-
Wealth Management
1 week ago
Bengaluru, Karnataka, India Goldman Sachs Full timeDescriptionAbout 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
1 week ago
Bengaluru, Karnataka, India Goldman Sachs Full timeAbout 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...
-
Walkin Drive For Wealth Advisor-Retail Sales
6 days ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full timeRole & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...
-
Bengaluru, Karnataka, India Goldman Sachs Full timeJob DescriptionAsset & Wealth Management, US Deposits Intelligent Automation, Analyst, BengaluruJob DescriptionAcross 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...
