Wealth Manager

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...

Looking for Wealth Managers with atleast 8 years of relevant work experience

Company DescriptionNuvama wealth pvt ltdRole DescriptionThis is a full-time on-site role for a Private Wealth Relationship Manager located in Mumbai. The Private Wealth Relationship Manager will be responsible for managing and growing client relationships, conducting financial planning, and providing investment management and estate planning services. The...

Company: SMC Private WealthPosition: Private Wealth Manager / Senior Wealth ManagerWorking Days: Monday to FridayRole 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...

Overview:We are seeking a skilled Content Writer with a passion for finance and wealth management to join our team. The ideal candidate will have a strong understanding of financial products, services, and trends, and be able to create engaging and informative content that resonates with our high-net-worth clients, financial advisors, and other in house...

Position: Wealth Advisor – HNI/UHNI SegmentLocation: Mumbai, IndiaExperience: 3–15 years in Wealth/Private Banking/Investment AdvisoryCTC: As per industry standards (Expected revenue generation: 3x of fixed salary)About the RoleWe are looking for a dynamic and entrepreneurialWealth Advisorto join our fast-growing private wealth management team. This role...

Job Title:B-2-B Relationship Manager – Wealth ManagementReports to:AVP, Business HeadCTC Range:₹4 – 6 lacs per annumSkills RequiredGood communication and interpersonal skillsProficiency in MS Excel, Word, and PowerPointStrong networking and relationship-building abilityResult-oriented and a committed team playerEnergetic individual with excellent...

Company DescriptionIIFL Capital Services Ltd., formerly known as IIFL Securities Ltd., is one of India's premier financial services conglomerates, providing top-tier Investment Banking, Institutional Equity Sales, Retail Broking, distribution of financial products, and Wealth Management solutions. Established in 1996, IIFL Capital has built a longstanding...

Job Description -Wealth ManagerCandidate should have exp handling HNI and UHNI ClientsCandidate should move a minimum book size of 20 crLook for candidates from Wealth Channel with profile name as ( Privi RM, Burgundy RM, Wealth Manager , Imperia RM , Preferred RM)Immediate joining is required or short notice is preferred.Pls call Hemanth for more...

Company DescriptionSynergy HR Consultancy is a leading HR and Recruitment firm dedicated to providing expert Non-IT Hiring solutions. We specialize in executive search, mid and senior-level hiring, and contingency search across various industries including BFSI, Manufacturing, FMCG, and more. Our core values of partnership, integrity, and innovation guide us...