Wealth Manager

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...

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,...

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...

Responsibilities:Manage client portfolios, provide exceptional service.Collaborate with sales team on new business opportunities.Maintain compliance standards at all times.Service to the existing clientsCold calling to acquire new clientsPerformance bonus

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...

Job DescriptionAscending Wealth Solutions LLP is seeking a highly motivated"Client Relationship Manager "to join our team in Baner, Pune. We are looking for individuals passionate about taxation and wealth generation products to help clients to achieve their financial aspirations.About Ascending Wealth Solutions LLP:Ascending Wealth Solutions LLP is a wealth...

Founded on a legacy of excellence, ink wealth leverages the expertise of seasoned wealth management professionals with over two decades of experience. We provide tailored investment solutions to discerning high-net-worth and ultra-high-net-worth individuals, managing portfolios valued at over $1 million.The RoleRole OverviewWe are looking for a dynamic...