Wealth Management

Mutual fund AUM should be more than 20CR |Desired Candidate ProfilesCandidates Should have a minimum 7 years to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory.Possession of requisite certifications will be an added advantageShould have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF...

Intern - Wealth Management - Noida Location - 6 no'sKnowledge about Capital Market, Mutual Fund, Mergers and Acquisitions Advisory, and Financial Restructuring AdvisoryIdentify new investment trends and opportunitiesLearning about Equity, Capital Markets & Research relatedWork closely with Internal DepartmentsAssess the performance of Stocks, Investments &...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chandigarh/NoidaDepartment: 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...

Company DescriptionAt Invesgate Edge LLP, we are a trusted partner in wealth management and financial planning with over 24 years of combined experience. Our team of seasoned professionals offers tailored, research-driven solutions across a broad spectrum of financial services, including mutual funds, insurance, portfolio management services (PMS),...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

Company DescriptionWealth Redefine Financial Services LLP simplifies your journey to financial success. Based in Noida since 2013, recognized as one of the Top 10 Promising Wealth Management Companies by Success Insight, the firm proudly manages an AUM of over 600+ Crores.Role DescriptionThis is a full-time on-site role for a Financial Advisor/sales role...

About Wealth Clinic Pvt. Ltd.Wealth Clinic Pvt. Ltd. is a leading real estate consultancy firm specializing in residential and commercial projects from top developers. With a strong presence in the real estate industry, we focus on delivering transparent, customer-centric, and result-driven solutions.Roles & Responsibilities:Manage the end-to-end recruitment...

LIFE AT WCWe at Wealth Clinic focus on a positive environment that is productive for everyone and build around a healthy space. Professional and personal growth plays a crucial aspect in the organization's environment and to keep them motivated we conduct various activities that include: Come, be a part of our growing family1.We conduct induction programs...

Role OverviewWe are seeking a highly motivated and skilled Relationship Manager to join our Digital Wealth team. The role involves client acquisition, financial planning, and portfolio management, with a focus on delivering customized, tax-efficient investment strategies. Candidates with professional certifications such as CFP, CFA, or CWP will have an added...

We're looking for a Wealth Manager to join our team at The Policy Exchange. As a Wealth Manager, you will be responsible for providing comprehensive wealth management solutions to high net-worth individuals and corporate clients. You will work closely with our team to understand client needs, develop tailored financial plans, and offer investment and...