Wealth Relationship Manager

Company DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...

Company DescriptionPurnartha is one of the leading SEBI-registered companies offering research-driven Portfolio Management Services (PMS). With over a decade of experience, our approach is inspired by "Vasudhaiva Kutumbakam," emphasizing treating our clients' investments as our own. We provide personalized, research-backed PMS focused on long-term wealth...

Job description Role & responsibilities Exp. in Private Banking is must .To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert)In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/...

Job Title: Sr. Relationship Manager - Wealth ManagementLocation: Chennai/BangaloreDepartment: 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...

JOB OVERVIEWROLEWealth ManagerDEPARTMENTSalesLOCATIONHyderabad, TelanganaWho we are?GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth...

We're Hiring – Wealth Manager (HNI Acquisition) Locations: Chennai | Hyderabad | Bangalore Designation: Asst. Manager / Manager / Sr. Manager Experience: 2 – 10 YearsAbout the RoleWe are looking for dynamic and result-driven Wealth Managers who can build and manage strong relationships with High Net-Worth Individuals (HNIs). The ideal candidate will be...

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfoliosSales incentives

Proven experience in wealth management, private banking, investment advisory, or financial planning.Strong understanding of financial markets, investment products, and wealth management strategies.Excellent communication, negotiation, and interpersonal skills.Analytical mindset with the ability to assess financial risks and opportunities.High ethical...

Company DescriptionFounded in January 2022, Centricity WealthTech empowers finance and investment professionals to establish independent practices by providing a robust SaaS-based investment management platform with digital transactional capabilities. Designed to support a wide range of investment products, the platform is tailored to meet the needs of...

Job Title:Wealth Advisor / Financial ConsultantLocation:Chennai, Tamil NaduEmployment Type:Full-time | On-siteExperience:1–2 years (Minimum 6 months BFSI experience preferred)Qualification:Any Graduate (Finance background preferred) MBA MarketingSalary Range:₹2.5 LPA – ₹4 LPA + Attractive IncentivesAbout the RoleWe're looking for dynamic and...