Associate Wealth Manager

Company DescriptionFinovia Wealth Pvt Ltd is a holistic private wealth management firm with a 37-year legacy of trust, performance, and integrity. Headquartered on FC Road in Pune, we offer curated solutions across Mutual Funds, PMS, AIFs, succession planning, and institutional-grade portfolio strategy. We work closely with high-net-worth individuals (HNIs)...

Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Private Wealth Manager & Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth...

Support AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...

Support AssociateCompany DescriptionAs a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets...

About ABWe are a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals, and private wealth clients in major markets worldwide. Our ambition is...

Job Title: Wealth ManagerLocation: Pune, IndiaExperience Required: yearsEducation: Any Graduate (Candidates with relevant certifications such as CFP, CFA, NISM preferred)Salary: Negotiable Based on experience and interview performanceIndustry: Wealth Management / Financial ServicesPosition Type: Full-timeJob Overview:We are seeking a highly experienced and...

Urgent Hiring in top Broking as Wealth ManagerRole & responsibilitiesRelationship Managers with prior experience of working in a Broking/Private bank/wealth management set up.Handle and manage clients with a minimum Investment amount of Rs 25 Lakhs and above.Experience of advising clients across all asset classes.Experience of Cross Sales PMS , AIF , Mutual...

Designation: Sr.Wealth ManagerJob Location:-Pune & NashikRequired :- Only Male candidateJob Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client...

Name of Position : Wealth ManagerNo of Positions Vacant : 14 positions/finance departmentCompany Name : The Placement AcademyCompany Profile/ URL : Qualification : Need to be a finance or graduate/mba onlyRelevant Industry : Banking Industry / Finance IndustryJob Description / Responsibilities :The Wealth Manager will be responsible for acquiring new clients...

Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth Solutions LLP is a wealth...