Wealth Manager

2 days ago


Greater Bengaluru Area, India Wealthy Full time ₹ 1,04,000 - ₹ 1,30,878 per year

Company Description-

Founded by entrepreneurs from IITs & IIM, we are a young, next-gen, tech-driven Wealth Management brand. In the last five years, we have built a cutting-edge wealth management

platform, added over 100 products to it, and earned the trust of thousands of investors.

Role Description-

This is a full-time on-site role for a Private Wealth Manager located in Bengaluru. The Private Wealth Manager will be responsible for providing personalized financial planning, estate planning, and investment management services. The day-to-day tasks include developing comprehensive financial plans, managing investment portfolios, conducting client meetings, and offering tailored advice to help clients achieve their financial goals.

We are looking for confident professionals with -


• Preferably 5+ years of experience in selling financial products


• Experience in banks, securities, or wealth management firms


• Entrepreneurial mindset with a strong client network


• Financial Planning and Wealth management.


• Strong analytical and problem-solving skills


• Excellent communication and interpersonal skills


• Ability to build and maintain client relationships


• Bachelor's degree in Finance, Economics, or related field

What we offer?


• We will treat you like an entrepreneur. This is a role of limitless growth potential with the

opportunity to do your best work


  • Wealth Manager

    22 hours 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...


  • Kolkata metropolitan area, West Bengal, India SMC Private Wealth Full time ₹ 15,00,000 - ₹ 20,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to Friday RoleOverview: As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales and expand our client base, with a strong emphasis on...


  • 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...


  • Greater Kolkata Area, India AUM Capital Market Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    JOB SUMMARYAUM Capital is looking for an experienced Wealth ProductTrainer to lead the training and development of our wealth management team. The role involves imparting in-depth knowledge of wealth products, mentoring new joiners, supporting them in portfolio management and client engagement, and tracking their performance on key benchmarks.Theprimary...


  • Greater Kolkata Area, India AUM Capital Market Private Limited Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    Company Description-With a strong intellectual base coupled with an un-paralleled bouquet of products and services, For 20 years AUM Capital is the preferred and trusted advisor for HNIs, Family offices, Corporate Treasuries, and Institutions across India.We specialize in Wealth management and Fixed income broking and distribution, with a 360-degree approach...

  • Wealth Manager

    2 days ago


    Bengaluru, Hyderabad, Mysuru, India PL Info Consultancy Services Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Wealth Manager – Brokerage & Investment Advisory Financial Advisor / Wealth Manager – Leading Brokerage Relationship Manager – Wealth & Investments Wealth Management Professional – Advisory Portfolio & Wealth Manager – Brokerage Industry

  • Wealth Manager

    5 days ago


    Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,20,000

    About This RoleAt our organization, we are seeking a highly skilled Wealth Manager to join our team. This is an exciting opportunity for an experienced professional to take on a challenging role and make a meaningful contribution to our company.The ideal candidate will have a strong background in finance and wealth management, with excellent communication...

  • Wealth Management

    1 day ago


    Bengaluru, Delhi, Mumbai, NCR, India Intellectual Capital Hr Consulting Full time ₹ 1,04,000 - ₹ 1,30,878 per year

    We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for youWealth Management Positions:Co-Head Wealth ManagementManaging PartnerRegional Head Wealth...

  • Wealth Manager

    7 days ago


    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: 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...

  • Wealth Manager

    5 days ago


    Bengaluru, Karnataka, India Tech Mahindra Full time

    Title: BA Wealth Digital Business Analyst Experience: 6-12 years Offshore Location: Any TechM (Bangalore/Chennai/Hyderabad/Pune)- For Initial day till Visa Processing time. Domain: Banking only Job Location: Dubai Budget: 23 to 27 LPA Notice Period: Immediate Job Description: They are converting a lot of their paper-based journeys to digital...