Wealth Management

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe.About the RoleWe are looking...

Senior Relationship Manager – Wealth Management(Assistant | Deputy | Senior | AVP | DVP | VP) Noida, Sector-135 | Full-time About Wealth Creation CompanyWealth Creation Company is apremium wealth distribution platformfacilitating access tocurated and selective investment solutionsthrough licensed and compliant partners.Our platform is designed forserious...

Location: Sector 3, Noida | On-site | 9:00 AM – 5:30 PM (8.5 hrs)Employer contact details Jayant )About Us – Wealth RedefineAt Wealth Redefine, we are passionate about helping individuals and businesses achieve their financial goals through smart investing. We manage an AUM of over 550+ crores with clients across the globe. Our mission is to simplify...

Role OverviewThe Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families, understanding their unique needs, and ensuring the seamless delivery of wealth management, investment, estate planning,...

We're looking for a Wealth Manager to join our team at The Policy Exchange. As a Wealth Manager, you will be responsible for providing comprehensive wealth management solutions to high net-worth individuals and corporate clients. You will work closely with our team to understand client needs, develop tailored financial plans, and offer investment and...

Senior Wealth Manager / Portfolio ManagerCompany: Capital EdgeExperience Required:7+ YearsLocation:Sector 136, NoidaIndustry:Real Estate, Banking, Wealth Management and Financial ServicesCompensation:₹1,00,000 – ₹3,00,000 per month (₹12–₹36 lakhs per annum) + Performance-Based IncentivesAbout Capital EdgeCapital Edge is a premier investment...

Company DescriptionInvestify Wealth Tech Ltd. is an Indian Financial Planning and Wealth Management company committed to remaining customer-centric in the competitive marketplace. With over 6 years of experience, we have aided numerous clients in achieving their financial goals. Our network of approximately 10 Financial Experts employs a personalized...

Build & maintain strong relationships with high net worth clientsManage clients' portfolios, including making investment , monitoring performancePrepare reports for clients, providing regular updates on portfolio performance & investment strategies Required Candidate profileGraduate or PG with at least 5 years of experience in wealth management in Stock...

We Are Hiring – Wealth ManagerLocations: Sector 142, NoidaExperience: 2+ YearsFunctional Area: Marketing / Wealth ManagementKey Responsibilities:Acquire and manage relationships with HNI and Ultra-HNI clients.Grow and maintain Assets Under Management (AUM).Provide investment advisory and manage clients' overall financial portfolios.Coordinate with product...

Company DescriptionWealth Clinic, established in 2012, is one of the fastest-growing real estate consulting companies, supporting a large portfolio of trusted developers. Headquartered in India with multiple branches across metropolitan cities, the company aims to expand operations internationally in the near future. Guided by its mission to be the most...