Chief Manager- Wealth Management

11 hours ago


Noida, Uttar Pradesh, India Infinium Associates Full time ₹ 24,000 - ₹ 25,00,000 per year

Mutual fund AUM should be more than 20CR |

Desired Candidate Profiles

  1. Candidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.

  2. Possession of requisite certifications will be an added advantage

  3. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc.

  4. Should have a proven track record of AUM generation.

  5. Aum size minimum 30 cr

Job Types: Full-time, Permanent

Pay: ₹2,000, ₹2,500,000.00 per year

Application Question(s):

  • Must have AUM size min. 30CR.

Experience:

  • Wealth Management, Financial Planning & Investment Advisory: 9 years (Required)
  • Wealth Instruments (Insurance, FD, Mutual Fund etc.): 8 years (Required)

Work Location: In person


  • Wealth manager

    3 days ago


    Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 4,80,000 per year

    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...


  • Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 24,000 - ₹ 40,000 per year

    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...

  • Wealth Manager

    7 hours ago


    Noida, Uttar Pradesh, India Bonanza Portfolio Ltd Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    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,...

  • Wealth Manager

    14 hours ago


    Noida, Uttar Pradesh, India Viraaj Ventures Full time ₹ 1,20,00,000 - ₹ 3,60,00,000 per year

    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...

  • Wealth Manager

    1 week ago


    Noida, Uttar Pradesh, India INVESTIFY Full time ₹ 5,00,000 - ₹ 15,00,000 per year

    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...


  • Noida, Uttar Pradesh, India Job24by7 Full time ₹ 6,00,000 - ₹ 18,00,000 per year

    Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chandigarh/NoidaDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and...


  • Noida, Uttar Pradesh, India Wealth Redefine Full time ₹ 80,00,000 - ₹ 1,50,00,000 per year

    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

  • Wealth Management

    2 days ago


    Noida, Uttar Pradesh, India Acme Capital Market Ltd. Full time ₹ 48,000 - ₹ 60,000 per year

    Intern - Wealth Management - Noida Location - 6 no'sKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets & Research relatedWork closely with Internal DepartmentsAssess the performance of Stocks, Investments &...


  • Noida, Uttar Pradesh, India Wealth Clinic Full time ₹ 8,00,000 - ₹ 12,00,000 per year

    **Hello FolksJoin Our Team: Sales Marketing Manager - Real Estate**Unlock Your Sales Potential **We're seeking a driven Sales Manager to join our Real Estate teamJob Title: Assistant ManagerCompany: Wealth Clinic Pvt LtdLocation: Sector 132, NoidaJob Type: Full-timeExperience: Minimum 2 yearsAbout the Role:**New client acquisition and revenue growthConduct...


  • Noida, Uttar Pradesh, India Invesgate Edge Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionAt Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS),...