Wealth Manager

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...

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,...

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...

Manage family wealth, investments, estate, and taxation (including US, Singapore, Dubai, EU tax matter)Handle family constitution meetings, governance, legal compliance, estate planning.Strong in multi-asset investments, taxation, legal structures. Required Candidate profileinvestment centric profilesWealth ManagementTreasury Preferred- manufacturing or...

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...

Job Description for Wealth Manager Profile at FINVESTMENTSThe Wealth Management & Analysis professional will be responsible for managing client investments, analyzing market trends, and providing strategic financial advice. This role involves recommending mutual funds, insurance products, and other financial instruments tailored to client needs while...

Responsibilities:* Manage HNI client portfolios through NISM compliance & PMS expertise.* Provide investment advice, financial planning & relationship management.* Acquire new HNIs, expand existing relationships.Mobile bill reimbursementsRetention bonusSales incentivesTravel allowanceHealth insuranceAnnual bonus

Intern - Wealth Management - Noida Location - 4 no'sKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets, PMS relatedWork closely with Internal DepartmentsAssess the performance of Stocks, Investments &...