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...

Market Lead/Sr. Market LeadJob Description: At Shriram Wealth, we are redefining Private Wealth for India's emerging HNIs and looking for a dynamic, result oriented Market Lead/Sr.Market Lead to spearhead the business growth.Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products like...

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...

Dear Candidates,Great OpportunityHiring for #WEALTH MANAGERLocation - PUNEExperience - 15+Role:-We are seeking a high-caliber, analytically strong, and investment-oriented Wealth Manager to join our Family Office. The ideal candidate will bring a well-demonstrated personal and professional track record across diverse asset classes and play a key role in...

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,...

Wealth Management Internship Opportunity">Gain hands-on experience in client relationship management and build a career in wealth management.Key Responsibilities:Support Relationship Managers in handling affluent and super affluent clients with investment portfolios exceeding ₹1 Cr.Learn to prepare comprehensive client reports and coordinate with asset...

Lead Regional GrowthAs a seasoned executive, you will spearhead our Wealth Management division, driving operational success through collaborative leadership and innovative strategies. Your commitment to client satisfaction and compliance will foster enduring relationships, contributing to the broader success of our organization.You will be responsible for...

Job Title:Wealth Development SpecialistAbout the Role:We seek a seasoned professional to provide high-net-worth clients with customized investment, insurance, and wealth planning solutions.The ideal candidate will be responsible for building strong relationships with clients, understanding their financial goals and risk tolerance, and delivering tailored...

Job Opening for Baner PUNE Location Only:We are Hiring:"Portfolio Development Manager"To work on Financial & Wealth Generation ProductsCompany Description:Ascending Wealth Solutions LLP is a wealth consulting and portfolio management firm located in Baner Pune. The founder is seasoned financial & Taxation experts with over 16+ years of experience, in finance...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including:o Direct equitieso Portfolio Management Services (PMS)o Alternative Investment Funds...