Senior Wealth Manager

Company DescriptionEstablished in 2000, Aditya Birla Sun Life Insurance Company Limited (ABSLI) is a joint venture between the Aditya Birla Group and Sun Life Financial Inc., a leading international financial services organization from Canada. ABSLI is known for its innovative approach and has significantly contributed to the growth of the life insurance...

Senior Relationship Manager - Wealth ManagementWe are seeking a seasoned Senior Relationship Manager to join our team. The ideal candidate will have a strong background in wealth management, relationship building, and client acquisition.Develop and implement strategies to acquire, deepen, and retain high net worth individuals (HNIs) and ultra high net worth...

Company DescriptionFisdom is dedicated to making investment advisory accessible, understandable, and quick through the fusion of cutting-edge technology and personalized financial advice. Our goal is to make your money work for you, regardless of your net worth or financial knowledge. By ensuring transparency, objectivity, security, and a personal touch, we...

Job Title: Senior Portfolio ManagerKey Responsibilities:Establish and maintain long-term relationships with high-net-worth clients to understand their financial goals and objectives.Provide bespoke investment advice and wealth management solutions tailored to clients' needs and risk tolerance.Conduct regular portfolio reviews and performance updates to...

**Wealth Relationship Manager Role Overview**This position involves establishing and expanding high-value client relationships by offering bespoke wealth solutions, financial guidance, and tailored investment products.Develop and maintain a portfolio of high-net-worth individuals, fostering long-term partnerships through regular engagement and expert...

Job DescriptionWe are seeking a Relationship Manager to cater to the investment needs of mass affluent clients, providing tailored wealth advice and achieving significant asset under management targets.Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds, Portfolio Management Services, Alternate Investment...

From 2 to 7 year(s) of experience ₹ 7,00,000 - 11,00,000 P.A. - Chandigarh, New Delhi, Delhi / NCR **Business Vertical**: Wealth Department: Wealth Designation: Relationship Manager-Wealth **Line of Business**: CFAB **Proposed Immediate Superior**: Territory Sales Manager/ Regional Head Grade: M3/M4 **Major Deliverables**: - Address HNI and ultra HNI...

Objective:We are seeking a skilled Wealth Management Professional to join our team.The ideal candidate will be responsible for managing high net worth individuals' investment portfolios, generating revenue through the sale of mutual funds, PMS, AIF, and equity products, and building strong relationships with clients.

About Angel One :Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact.Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are...

**Tiger Wealth Private Limited** is a boutique Wealth Management company and has been in the Investment Solutions and Financial services business since 2008, for over 15 years. We enjoy the trust of over 3000 clients including over 500 High Net Worth Individuals (HNIs), Corporates, Salaried Employees, Families and NRIs who have entrusted to us total assets...