Wealth Management Advisor

About us:Stack Wealth is a Y Combinator - backed fintech startup on a mission to reimagine wealth management for India's emerging affluent. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with...

Job Title: Private Wealth Advisor">Job Summary:We are seeking a skilled Private Wealth Advisor to build and maintain strong relationships with high-net-worth individuals.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).You will be...

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...

Location:BangaloreSalary:₹20,000/month + performance-based incentivesOpportunity:Can be converted to a permanent role based on performance.About the Role:We are looking for a dynamic Wealth Management Intern to join our team. This role offers hands-on exposure to business development, client interactions, market research, and portfolio management, with a...

Private Wealth Management ProfessionalAt our organization, we are seeking an experienced Private Wealth Manager to join our wealth management division. As a key member of the team, you will be responsible for acquiring and advising High Net Worth Individual (HNI) clients.The ideal candidate will have prior experience working in wealth management firms,...

Job Description Job ResponsibilitiesDevise, execute, evaluate and sustain strategies aimed at amplifying our commercial influence within the Wealth Management division Collaborate with Advisor and Regional Heads to develop and implement logic based rule sets, utilizing both low-code and full-code capacities, to effectively identify, highlight and...

Building Client Relationships: Develop and maintain strong relationships with high-net-worth clients, acting as their trusted advisor.Personalized Wealth Management Plans: Create customized wealth management plans based on clients' risk tolerance, time horizons, and financial objectives.Investment Advice: Provide expert investment advice and recommend...

Job Description:Job ResponsibilitiesLeverage your operational background and experience to contribute to a growing business in Asset & Wealth Management Assist Beta and GOAS Portfolio Management teams with comprehensive risk management, post-trade checks and revenue tracking Proactively anticipate, determine and recommend solutions to meet client needs...

Job DescriptionAbout Goldman SachsThe Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New...