Wealth Manager

Company DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...

About Nuvama:Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Assets under Advisory (AUA) of over ₹ 2,00,000 cr. Nuvama Wealth Management (NWM) is backed by the high-quality parentage of the Edelweiss Group and a global partnership with PAG, a leading Asia-based investment...

Company DescriptionInCred Premier is committed to empowering affluent customers across India to achieve financial freedom by offering a diverse range of financial products and services. Our approach centers on personalized solutions tailored to meet each individual's unique financial goals and needs. With offerings such as Market Linked Debentures (MLDs),...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: 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...

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfoliosSales incentives

Job Title:Wealth Advisor / Financial ConsultantLocation:Chennai, Tamil NaduEmployment Type:Full-time | On-siteExperience:1–2 years (Minimum 6 months BFSI experience preferred)Qualification:Any Graduate (Finance background preferred) MBA MarketingSalary Range:₹2.5 LPA – ₹4 LPA + Attractive IncentivesAbout the RoleWe're looking for dynamic and...

Designation:Assistant Manager / Manager / Senior ManagerExperience:2 to 5 YearsLocations:Chennai, Kolkata, Hyderabad, Ahmedabad, Mumbai, Pune, Bangalore, DelhiRole OverviewThe Wealth Manager – HNI Acquisition will be responsible for acquiring and managing High Net Worth Individual (HNI) clients and advising them on Equity-based investment products. The...

Accounts Executive – Finance & OperationsLocation: ChennaiCompany: AssetZ Premier Wealth Advisory Pvt LtdAbout UsAssetZ Premier Wealth Advisory Pvt Ltd is a SEBI-registered wealth management firm and one of the leading players in Tamil Nadu. We serve individuals, families, corporates, and trusts with independent and research-driven financial solutions. Our...

Position: VP / AVP / Manager – PCG (Private Client Group) AdvisoryLocation: Chennai (On-site)Employment Type: Full-TimeAs a Senior Wealth Manager at the Assistant Vice President (AVP) level, you will serve as a trusted advisor to high-net-worth individuals, families, and institutional clients. You will lead the design and implementation of customized...

Job Title: Sr. Relationship Manager - Wealth Management & Mutual FundsLocation: ChennaiDepartment: Wealth Management & Mutual FundsExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management & Mutual Funds, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure...