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...

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

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...

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...

Role Overview:We are seeking a highly experienced and results-driven Senior Wealth Manager/Consultant to join our team. The ideal candidate will have a proven track record in wealth management, financial advisory, and portfolio management with a deep understanding of investment strategies, financial planning, and client relationship management. This role...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: PuneDepartment: Wealth ManagementExperience: 5-8 yearsRole OverviewAs aSr.Relationship Manager - Wealth Management, your primary responsibility will be to act as a trusted financial advisor to clients. You will manage client portfolios, ensure they align with clients' goals, and offer holistic...