Wealth Management Associate

Company DescriptionLumos Partners is dedicated to simplifying wealth management and empowering clients to attain financial independence. Our approach prioritizes trust, transparency, and long-term growth to cultivate lasting relationships and drive meaningful results. We are committed to providing personalized strategies that ensure peace of mind and...

Company DescriptionWith over 30 years of industry experience, Wealth First Online is a leading name in providing smart investment solutions and comprehensive financial advisory services. We are committed to empowering individuals and businesses to achieve their financial goals through tailored strategies, expert advice, and personalized wealth management...

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...

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...

Associate, Specialist - Wealth Management & Managed Advice CAGSpecialist - Wealth Management - IN A Specialist in Wealth Management Operations leads complex operational processes, overseeing transaction management and data integrity. They ensure compliance with industry regulations while mentoring junior staff and driving improvements in operational...

Company DescriptioneFinserve is a comprehensive financial advisory solutions provider. We deliver bespoke solutions to address our clients' requirements, regardless of their complexity. Our team consists of experts from various financial disciplines including Wealth Management, Alternative Investments, Transaction Advisory, and Risk Management.Role...

Location: Mumbai, PuneRelevant work of experience 7+ into Wealth management and who can join within 30 daysAbout the RoleWe are seeking a highly motivated and experienced Wealth Management professional to join our team as Sr. Manager / Chief Manager / AVP. The role involves managing client relationships, providing financial advisory services, growing AUM,...

Job Title: Wealth Management - Private Bank Location: Pune, India Corporate Title: Associate Role Description The Associate will be responsible for completion of day-to-day activity as per standards and ensure accurate and timely delivery of assigned production duties. Candidate /Applicants needs to ensure team adherence to all cut-off times...

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...