Senior Wealth Manager

3 days ago

Bengaluru, Karnataka, India Purnartha PMS Full time ₹ 2,00,000 - ₹ 28,00,000 per year

Company Description

Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services. With over a decade of experience, our philosophy is inspired by "Vasudhaiva Kutumbakam," which emphasises doing for our clients what we would do for ourselves. We offer personalised, research-backed PMS aimed at long-term wealth creation and financial growth while ensuring transparency, trust, and a client-centric approach. Our headquarters is located in Pune, and further information can be found on our website

Role Description

This is a full-time on-site role for a Senior Wealth Manager at our Pune office. The Senior Wealth Manager will be responsible for developing and implementing financial plans, managing client investments, and providing expertise in finance and insurance. Day-to-day tasks will involve portfolio management, client consultations, market analysis, and ensuring client satisfaction through tailored financial solutions.

Qualifications

  • Graduate / Post graduate
  •  Experience in direct selling of financial products like Equity/ Mutual Fund/PMS/ Derivatives sales.
  •  Candidates having AUM (Asset under Management) size of 20cr & above and connect among HNIs, will have advantage.
  •  Should have good communication & presentation skills.
  •  Pleasing and positive attitude.  Should be a self-starter, proactive & target oriented.
  •  Relationship building skills

  • Wealth Manager

    7 days ago

    Bengaluru, Karnataka, India Stack Wealth Full time

    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...

  • Senior Wealth Advisor

    1 week ago

    Bengaluru, Karnataka, India Equentis Wealth Advisory Full time US$ 60,000 - US$ 1,20,000 per year

    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...

  • Wealth Management Intern

    7 days ago

    Bengaluru, Karnataka, India Livelong Wealth Full time ₹ 2,40,000 per year

    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...

  • Senior Vice President of Wealth Management

    3 days ago

    Bengaluru, Karnataka, India Banking and NBFC job Full time

    Job Title Senior Vice President – Wealth Management Location Bangalore CTC: Up to 65 LPA About the Role The Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not...

  • Senior Wealth Management Professional

    4 days ago

    Bengaluru, Karnataka, India beBeeWealth Full time US$ 80,000 - US$ 1,20,000

    Job Title: Senior Wealth Management ProfessionalAs a seasoned wealth management professional, you will be responsible for building and managing relationships with high net worth individuals (HNIs) and family offices.The ideal candidate should have strong networking skills, excellent communication abilities, and in-depth knowledge of wealth management...

  • Senior Vice President of Wealth Management

    4 days ago

    Bengaluru, Karnataka, India Banking and NBFC job Full time

    Job TitleSenior Vice President – Wealth Management LocationBangaloreCTC: Up to 65 LPAAbout the RoleThe Senior Vice President – Wealth Management will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions. This is an individual role (not team...

  • Wealth Management Specialist

    3 days ago

    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 80,00,000 - ₹ 1,60,00,000

    Senior Wealth Manager Job DescriptionThe role of a Senior Wealth Manager involves providing comprehensive financial solutions to high-net-worth clients. As a key member of the wealth sales team, you will be responsible for building and maintaining long-term relationships with clients.Key Responsibilities:Develop tailored investment strategies to meet client...

  • Wealth Management Intern

    6 days ago

    Bengaluru, Karnataka, India Prosperr Full time

    io, we are transforming the way individuals and organizations manage taxes and employee benefits. As a pioneering fintech SaaS platform, we empower employees to maximize their in-hand salaries and enable businesses to design smarter, compliant, and efficient tax strategies. io simplifies financial complexities, providing seamless solutions tailored to the...

  • Senior Wealth Strategist

    1 week ago

    Bengaluru, Karnataka, India beBeeWealthStrategist Full time ₹ 1,04,000 - ₹ 1,30,878

    Job TitleSenior Wealth StrategistWe are seeking a seasoned Senior Wealth Strategist to join our team of financial experts.Job DescriptionThe ideal candidate will have a proven track record of building and maintaining strong relationships with high-net-worth clients, providing expert financial advice and personalized wealth management solutions.Main...

  • Digital Wealth Manager

    7 days ago

    Bengaluru, Karnataka, India beBeeWealthManagement Full time ₹ 1,50,00,000 - ₹ 2,00,00,000

    Job Title:Wealth Management Expert">Description:A renowned expert in wealth management is sought after to lead the successful implementation of a Digital Wealth platform. This key role requires an individual with in-depth knowledge of private banking and wealth management, ensuring accurate capture of business requirements, regulatory compliance, and...