Wealth Manager

Wealth Management AssociateLocation:BangaloreSalary:₹25,000/month + Performance based incentivesOpportunity:Can be converted to apermanent rolewith a higher salary based on performanceAbout the RoleWe are looking for adynamic Wealth Management Associateto join our team atLivelong Wealth's head office. This role provides hands-on experience inalgorithm...

Job Description –Head of wealth and Relationship Management (Liquide Black)Location:BangaloreCompany: LiquideIndustry:Fintech | Wealth Advisory | InvestmentsAbout Liquide Black -Liquide Black is building a premium wealth and advisory platform, designed for HNIs and UHNIs. We aim to deliver holistic financial planning, wealth management, and investment...

DescriptionKotak Wealth Management:The Kotak Mahindra Group ('Kotak') has one of the oldest and the most respected Wealth Management teams in India. Kotak offers the widest range of wealth management solutions to High Net-Worth Individuals for over fifteen years, emerging as the largest Wealth Manager by a wide margin.The Kotak client base ranges from...

Were Hiring: Relationship Manager Wealth Business BankingLocation:HyderabadExperience: 3+ Years in BankingIndustry:BankingKey ResponsibilitiesPortfolio Growth:Grow the Liability Book and Investment AUM through both deepening of existing relationships and new client acquisition.Revenue GenerationDrive cross-sell of Business Banking and Wealth Products,...

Company DescriptionTriGen Wealth, under the umbrella of Prime Securities Ltd, is dedicated to delivering innovative, client-focused financial solutions. Founded by industry leaders Mr. Sailesh Balachandran and Mr. Maneesh Kapoor, TriGen Wealth blends expertise, innovation, and foresight in wealth services. The firm, backed by Prime Securities' legacy and...

Job Description (Wealth Sales): 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments...

Designation- Sr Manager/ Chief Manager/ AVP- Wealth ManagementJob Profile:1. Develop and provide solutions to the clients basis their requirements2. Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles3. Increase client base by meeting new clients, taking reference from the existing investors and thereby building...

Description :The problem we are trying to solve at Wint Wealth : Established in 2020, Wint Wealth is one of Indias largest online bond platforms, trusted by over 1,00,000 investors. With retail investments exceeding Rs. 3000 crore, we continue to empower retail investors through accessible and secure bond investments. We are an online bond platform...

Job Title: Wealth Manager Tata CapitalCore ResponsibilitiesClient Acquisition & Onboarding• Pro-actively identify, qualify, and onboard High-Net-Worth Individuals (HNIs) and Ultra-HNWIs.• Leverage personal network, referrals, and micro-events to generate fresh leads.• Conduct risk-profiling exercises to align investments with client goals and...

Merisis Group is a boutique financial services group with a strong presence in both investment banking and wealth management. We specialize in high-impact financial solutions for HNIs, CXOs, and entrepreneurs, with over a decade of expertise across growth-stage fundraising, M&A, and curated wealth strategies. Our wealth management arm – Merisis Wealth,...