Junior Wealth Management Associate in Bangalore

7 days ago


Bengaluru, Karnataka, India Dyota Solutions Pvt Ltd Full time ₹ 40,00,000 - ₹ 1,20,00,000 per year

Key Responsibilities

  • Client onboarding and client transactions
  • Financial planning and investment analysis
  • Portfolio management and portfolio reviews

About Company: We are SEBI-registered investment advisors focused on wealth creation and wealth management solutions with a detailed focus on tax efficiency & risk management We assist families with retirement planning and wealth management solutions.



  • Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...


  • Bengaluru, Karnataka, India Veerwal Getwork Services Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    *Were Hiring Private Wealth Managers*Are you a seasoned *wealth management professional* with a strong track record? Do you have expertise in *PMS, AIFs, and client acquisition, managing an **AUM of 100 Cr+*? If yes, we have an exciting opportunity for you* Locations:* Mumbai, Bangalore, Pune, Ahmedabad, Hyderabad, Kochi, Chennai, Coimbatore* Experience:* 8+...


  • Bengaluru, Karnataka, India Acura Solution Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Description:Job Description- Nurture and manage end to end customer relationship by fulfilling all their banking needsthrough wealth solutions provided by IDFC solution- Provide a seamless banking experience from a product and interpersonal point of view- Achieve organizational objectives of high customer satisfaction scores- Acquire Customers through...


  • Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Job Opportunity: Associate/Sr. Associate - Premium Membership Program (PMP)Location: Bangalore, IndiaDepartment: Premium Membership Program (PMP)Are you a highly energetic, persistent, and articulate individual looking to build a fast-paced career in the financial sector?We're hiring an Associate/Sr. Associate for our Premium Membership Program (PMP) team to...


  • Bengaluru, Karnataka, India Aarna HR Solutions Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company Description Greetings Aarna HR Solutions is a Human Resource Recruitment Company providing services to Various IT, ITES and Non- IT companies across India. Aarna HR Solutions strive towards hiring the best and the brightest talent in the industry. We hire individuals with a strong sense of pride in their performance, team spirit, and a desireWe have...


  • Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

  • Wealth Manager

    6 days ago


    Bengaluru, Karnataka, India Purnartha PMS Full time ₹ 5,00,000 - ₹ 20,00,000 per year

    JOB DISCRIPTIONDesignation : Asst. Mgr./Mgr./Sr. Manager/AVPJob Role : Wealth Manager – HNI AcquisitionExperience : YearsLocation : Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiKey Responsibilities & Accountabilities : Will be responsible for primarily selling Equity based investment products. Responsible for identifying...

  • Wealth Manager

    4 days ago


    Bengaluru, Karnataka, India ba712aed-fb76-4623-97fd-6f727aa32bad Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionSahaj Wealth Private Limited provides a comprehensive platform for managing a diverse range of financial products and services. These include mutual funds, bonds, insurance, unlisted stocks, equity/derivatives trading, portfolio management services (PMS), alternative investment funds (AIF), and structured products. Additionally, the...


  • Bengaluru, Karnataka, India Apsara Gifts Full time ₹ 3,00,000 - ₹ 4,50,000 per year

    Are you a detail-oriented individual with a passion for numbers and a strong background in accounting and computer skills? Apsara Gifts is looking for a Junior Accountant to join our dynamic team As a Junior Accountant at Apsara Gifts, you will have the opportunity to work with a diverse range of clients, utilize your Tally and MS-Excel expertise, and...

  • Product Manager

    7 days ago


    Bengaluru, Karnataka, India Novelty Wealth Full time

    Company DescriptionAt Novelty Wealth, we are revolutionizing wealth management to make it accessible to everyone. With a combination of SEBI-registered expertise and cutting-edge AI technology, we provide 360° financial planning covering investments, taxes, insurance, and budgeting for individuals and their families. Our NovaAI, a 24/7 personal finance...