Relationship Wealth Manager

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time on-site role as a Wealth Manager & Area Director, based in Hyderabad. The individual will oversee and manage wealth management operations, develop comprehensive financial plans, and offer personalized investment strategies to clients. Responsibilities include maintaining...

Company DescriptionGoodwill Wealth Management Pvt Ltd is a renowned market leader in investment and trading services. Known for excellence and expertise, Goodwill has established itself as a trusted name for addressing diverse investment needs. The company is dedicated to providing innovative financial solutions to help clients achieve their financial goals...

To drive and expand the Wealth Management practice by acquiring, advising, and retaining high-net-worth and ultra-high-net-worth clients (HNIs/UHNIs). Responsible for providing comprehensive investment, estate, and financial planning solutions, including equity, debt, PMS, AIFs, insurance, structured products, and alternate investments. The role involves...

This role is for one of the Weekday's clientsSalary range: Rs ie INR 13 LPA)Min Experience: 3 yearsLocation: HyderabadJobType: full-timeThis role focuses on driving growth in equity-based investment products by building strong, trust-led relationships with high-net-worth individuals (HNIs). As part of a wealth management and portfolio advisory function, you...

This role is for one of the Weekday's clientsSalary range: Rs ie INR 13 LPA)Min Experience: 3 yearsLocation: HyderabadJobType: full-timeThis role focuses on driving growth in equity-based investment products by building strong, trust-led relationships with high-net-worth individuals (HNIs). As part of a wealth management and portfolio advisory function, you...

We are HIRING Position name: Wealth ManagerExperience: yearsQualification: Any degreeIndustry: BFSIGender: MaleLocation: HyderabadRoles & ResponsibilitiesBuilding and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.Conducting in-depth economic assessments to analyse clients' current...

SUMMARY: -The Privilege Relationship Manager is a financial professional who serves as a dedicated point of contact for high-net-worth individuals/clients. Their primary role is to provide personalized financial services and investment advice tailored to the unique needs and goals of their clients. They also help high-net-worth individuals and institutions...

Job Role:Wealth Manager – HNI AcquisitionExperience:3 - 7 YearsLocation:HyderabadEmployment type:Full-time, 5 days WFOKey Responsibilities & Accountabilities:Responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessing their risk appetite and providing them investment options.Responsible for...

Job Duties & responsibilities • Establish, manage and grow the AUM of the elite Treasures Client segment by acquiring andnurturing the client having AUM => INR 10M• Ensure timely portfolio review by jointly engaging with Wealth / Investment / Insurance specialistwith clients.• Ensure complete knowledge of all products & services through continuous...

Designation: Asst. Mgr./Mgr./Sr. Manager Job Role: Wealth Manager 6 HNI Acquisition Experience: 4 - 8 Years Key Responsibilities & Accountabilities:Responsible for primarily selling equity-based investment products.Responsible for identifying customer needs, assessing their risk appetite, and providing suitable investment options.Responsible for achieving...