Associate - Wealth Management

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)...

About Us:We are a leadingWealth Management & Financial Advisory firmbased in Pune, offering tailored investment and financial planning solutions to individuals and businesses. Our focus is on building long-term relationships through trust, transparency, and performance-driven advice.Key Responsibilities:Engage with existing and prospective clients over...

Responsibilities:Manage and Service existing client portfolios insurance productsMIS formation and maintenanceResearch and trainingsCollaborate with sales team on new business opportunitiesMeet revenue targets through mutual fund & InsuranceSales incentivesPerformance bonus

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...

Job Description: Associate – CRM & Digital PlatformsCompany:Wealth Impression LLPLocation:Pune, MaharashtraJob Type:Full-TimeCompensation:As per industry standardsAbout UsWealth Impression LLPis a Pune-based wealth advisory firm dedicated to guiding individuals and Institutions in achieving financial growth and security. We combine personalized advisory...

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...

Relationship Manager Wealth ManagementPosition:Relationship Manager (Wealth Management)Experience:24 yearsLocation:PuneEmployment Type:Full-timeAbout The RoleWe are seeking a dynamic and client-focused Relationship Manager with 24 years of experience in financial services, wealth management, or private banking. The RM will be responsible for building and...

Role Overview:We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role...