Private Wealth Manager
4 days ago
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 suitable financial products and services.
Essential Skills:
Expertise: In-depth knowledge of investment strategies, financial markets, and portfolio management techniques.
Analytical and Problem-Solving Skills: Strong analytical and problem-solving skills to decipher financial data and assess investment opportunities.
Communication and Interpersonal Skills: Excellent communication and interpersonal skills to build and maintain long-term client relationships.
Strategic Thinking: Ability to think strategically, solve problems, and anticipate future trends.
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Wealth Management Advisor
6 days ago
Bengaluru, Karnataka, India EQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED Full time ₹ 8,00,000 - ₹ 12,00,000 per yearCompany DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...
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Wealth Manager
4 days ago
Bengaluru, Karnataka, India equentis Full time ₹ 15,00,000 - ₹ 25,00,000 per yearLocation – Bangalore/MumbaiPosition: Wealth ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients:Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.Build up the sales funnel via Client Meetings or Virtual...
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Bengaluru, Karnataka, India Goldman Sachs Full time ₹ 12,00,000 - ₹ 36,00,000 per yearWealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...
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Head of Wealth Management
1 week ago
Bengaluru, Karnataka, India ZIRAYA Full time ₹ 20,00,000 - ₹ 25,00,000 per yearJob Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...
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Senior Vice President of Wealth Management
1 week ago
Bengaluru, Karnataka, India Banking and NBFC job Full time ₹ 60,00,000 - ₹ 90,00,000 per yearVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...
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Wealth Advisor
7 hours ago
Bengaluru, Karnataka, India Equentis Wealth Advisory Full time ₹ 1,04,000 - ₹ 1,30,878 per yearPremium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...
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Senior Vice President of Wealth Management
1 week ago
Bengaluru, Karnataka, India, Karnataka Banking and NBFC job Full timeVery urgent requirements for a well reputed NBFC into Private Wealth Management as :Wealth Relationship ManagerGrade: VP/SVPLocation: BengaluruIndividual & Playing Captain Role both profiles are availableOnly local candidates those who are into sales of private wealth products (MF, AIR, PMS, Structured Products, etc). Minimum Cheque value 2 Cr plus, Having...
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Senior Wealth Manager
2 weeks ago
Bengaluru, Karnataka, India, Karnataka equentis Full timeLocation – Mumbai – Lower Parel/BangalorePosition:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMP Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales...
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Senior Wealth Manager
3 weeks ago
Bengaluru, Karnataka, India, Karnataka equentis Full timeLocation – Mumbai – Lower Parel/ Bangalore Position:– PMS Sales ManagerBroader Role / Responsibilities:Acquisition of Wealth Clients – PMS Sales:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the...
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Wealth Manager
4 days ago
Bengaluru, Karnataka, India Tech Mahindra Full time ₹ 2,30,000 - ₹ 2,70,000 per yearTitle: BA Wealth Digital Business AnalystExperience: 6-12 yearsOffshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time.Domain: Banking onlyJob Location: DubaiBudget: 23 to 27 LPANotice Period: ImmediateJob Description:They are converting a lot of their paper-based journeys to digital journeys.The application...