Private Wealth Manager

2 weeks ago

Chennai Delhi Jaipur NCR, India Talengage Full time ₹ 15,00,000 - ₹ 25,00,000 per year

About Our Client

The client is a Indian NBFC company with multiple offices.(one of the top names in the market)

Job Description

Private Wealth Manager / WM / RM

Experience - 2 yrs to 10+ yrs

Locations - Delhi , Mumbai , Chennai ,Jaipur,Banglore , Hyderabad

Requirement -

The responsibilities of the role are as follows:

  • Meeting with clients in person to discuss financial goals and needs, including making recommendations for investment products
  • Acquisition of new clients.
  • Explaining various products and services to prospective clients
  • Serving as a liaison between the organisation and clients, managing accounts and investments, and providing financial services
  • Reviewing clients' current investment portfolios and recommending changes to meet their needs
  • Providing financial advice to high net worth individuals and institutions including helping them manage their assets and liabilities
  • Providing financial advice and services to clients in order to meet their short-term and long-term financial goals

The candidate should have the following:

  • 5-15 years of experience within private banking or wealth management
  • At least a bachelor's degree in economics/accounting/finance/business management from a well know university
  • A good understanding of investment products and asset classes
  • A good network of clients across UHNWI/HNWI, family offices and/or institutions
  • Strong communication skills

  • Wealth Manager

    3 weeks ago

    Delhi, India SMC Private Wealth Full time

    Company: SMC Private Wealth Position: Private Wealth Manager / Senior Wealth Manager Role Overview: 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 selling PMS, AIF, and other...

  • Wealth Manager

    2 weeks ago

    Delhi, Delhi, India SMC Private Wealth Full time ₹ 20,00,000 - ₹ 25,00,000 per year

    Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerRole Overview:As a Private Wealth Manager at SMC Private Wealth, you will focus on acquiring High NetWorth (HNI) and Ultra High Net-Worth (UHNI) clients. Your primary role is to drive sales andexpand our client base, with a strong emphasis on selling PMS, AIF, and other...

  • Private Wealth Managers

    3 weeks ago

    Chennai, India Geojit Full time

    We're Hiring : Private Wealth Managers - Geojit Private Wealth Are you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platforms Location : Chennai What we offer : · Robust product suite & digital tools · Entrepreneurial freedom & growth · Client-first, performance-driven...

  • Private Wealth Managers

    2 weeks ago

    Chennai, Tamil Nadu, India Geojit Full time ₹ 15,00,000 - ₹ 28,00,000 per year

    We're Hiring : Private Wealth Managers - Geojit Private WealthAre you an experienced wealth professional with a passion for managing HNI relationships? Join one of the India's fastest-growing wealth platformsLocation : ChennaiWhat we offer :· Robust product suite & digital tools· Entrepreneurial freedom & growth· Client-first, performance-driven...

  • Private Wealth Manager

    2 weeks ago

    Delhi, Delhi, India Ingenetus Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Company DescriptionAt Ingenetus, we provide personalized wealth management strategies designed to meet the unique financial needs and goals of our clients. With over two decades of experience, our dedicated Wealth Managers offer a range of investment solutions for high net-worth individuals, retail clients, corporate houses, and financial institutions. Our...

  • Wealth Manager

    5 days ago

    New Delhi, 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...

  • Wealth Acquisition Manager

    3 weeks ago

    Chennai, India InCred Wealth Full time

    Company Description InCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries. Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise....

  • Wealth Acquisition Manager

    1 week ago

    Chennai, Tamil Nadu, India InCred Wealth Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

  • Private Wealth Manager

    6 days ago

    Agra, Jaipur, Udaipur, India ICICI Securities Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Role & Responsibilities:To build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized inancial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews and performance updates with clients to ensure...

  • Private Wealth Manager

    2 weeks ago

    Jaipur, Mumbai, New Delhi, India Talengage Full time ₹ 10,00,000 - ₹ 20,00,000 per year

    About Our ClientThe client is a Indian NBFC company with multiple offices.(one of the top names in the market)Job DescriptionPosition - Wealth - Manager /Sr Manager / AVPExperience - 2 to 20 yrsLocation - Mumbai ,Delhi , Chennai ,Jaipur ,Kolkata, Ahmedabad , Banglore,Ranchi , RaipurThe responsibilities of the role are as follows:Meeting with clients in...