RM Wealth Management

Company DescriptionAlpha Capital is a boutique financial services firm that caters to the needs of high-net-worth and affluent individuals, families, businesses, trusts, and charities. We offer disciplined, research-driven Family Office Services to ensure that our clients' financial wellness is managed strategically and thoughtfully.Role DescriptionThis is a...

Job Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...

Motilal Oswal Wealth Management (MOWM), also referred to as Motilal Oswal Private Wealth (MOPW) is the dedicated wealth management division ofMotilal Oswal Financial Services (MOFSL)a well-diversified Indian financial services company established in 1987. It caters primarily toHigh Net Worth (HNI) and Ultra High Net Worth (UHNI) individuals, as well as...

JD for Relationship Manager – Equity Advisor for Wealth Management Firm - Interaction with the Analyst to understand their Buy/Sell recommendations - Interaction with Seniors in the firm with regard to their views on Equity and Debt Market - Interact with the clients of the Firm regularly on Equity Market Recommendations - Interact with the Clients for...

Key Responsibilities:Business Establishment:Lead the establishment of the wealth management division from the ground up.Develop and implement strategies to launch and grow the wealth management business.Hire and train a team of wealth managers to deliver high-quality financial advisory services.Team Management:Build and lead a team of Team Leads and...

Looking for an Investment Advisor to acquire HNWIs/retail clients, offer tailored investment solutions, manage portfolios, achieve sales targets, and ensure SEBI compliance. Experience in wealth management, financial advisory, and client relationship Required Candidate profileStrong knowledge of financial products, markets & wealth strategies. Skilled in...

DescriptionWill be responsible for selling Equity based investment products to this set of Wealth customer base.  Should have effective servicing skills and should be excellent in conflict management. . Will be responsible to develop business, maximize revenue generation & achieve sales targets  Will work in close coordination with the Wealth team to...

We're a fast-growingmulti-family officemanaging ₹2,500+ Cr in AUM, working exclusively with UHNI clients across India and the Middle East.Not into the retail game. No product-pushing. Just deep, strategic relationships.Why Join Us? RMs manage ₹200+ Cr within 3 years Direct mentorship from our MD (30+ yrs of experience) Research-led, advisory-first...

Borderless helps retail investors in India, Middle East, and South-East Asia globalize their savings and wealth by investing in mature international markets such as the US. ISO Certified 27001: 2022, Borderless allows users to digitally open, own, and operate overseas investing accounts. Utilizing big data-based automated research and analysis, Borderless...

Job Profile:Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category – A priority customersSources new bank customers through external individual efforts and acquisition channelEnsures high levels of customer service orientation and application of bank policyCross sells bank products to existing set of...