Wealth Manager

As a Senior Wealth Manager, you will be responsible for managing the wealth portfolios of HNIs and UHNIs. You will play a pivotal role in generating leads, nurturing talent within the team, and optimizing revenues.

Key ResponsibilitiesAcquire and manage a portfolio of HNIs/UHNIs, Retail Affluent, and Corporate clients.Prospect and onboard investment distributors / IFAs to expand product reach.Understand client needs, assess risk appetite, and recommend suitable investment opportunities (mutual funds, PMS, AIFs, alternative investments, fixed income, etc.).Conduct...

Job Title: Functional Expert – Wealth ManagementFunction: Industry SolutionsRole Overview:We are seeking a Functional Expert with a strong interest in the Wealth Management domain who can work at the intersection of client engagement and project leadership. This role is ideal for a self-starter who wants to learn and apply agentic AI concepts to transform...

We are looking for experienced people who has prior experience of wealth adviisory in Banks or stand alone wealth management organisations. Salary wont be a challenge for right candidate.

Role Overview: As a Wealth Manager/TL Retail-Sales at SMIFS Limited, you will be responsible for retail sales and maintaining product knowledge while providing excellent customer service and effective communication. Your daily tasks will include building and maintaining client relationships, understanding client needs, and promoting financial products and...

Director / Partner Client RelationsLocations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, PuneJob ObjectiveTo acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making recommendations...

Looking for Wealth Relationship ManagerResponsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, InvesTiger, SGB, Insurance and other products launched from time to time.Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book.Create an incremental SIP BookWill be responsible...

Company DescriptionClient Associates (CA) is India's first and largest"Multi Family Office Firm"founded by Senior Private Bankers to provide a professional platform of Private Wealth Management services in India.Today Client Associates is recognized by private clients and the industry at large as not only the Pioneers of Family Office in India but also as...

The Wealth Manager will play a pivotal role in driving the firms expansion strategy by acquiring and nurturing relationships with HNW and UHNW clientsThe role involves delivering bespoke investment advisory services and solutions tailored to client needsThe candidate will promote and advise on proprietary investment products and strategies, engaging with...

Director / Partner Client Relations Locations – Ahmedabad, Surat, Baroda, Chennai, Bengaluru, Cochin, Hyderabad, Delhi, Mumbai, Pune Job Objective - To acquire and engage with Institutional clients i.e. Corporate, SME, Banks, Finance and Institution and manage the portfolios along with giving the market/product updates to the clients and making...