Wealth Management

Job Description:Wealth managers play a vital role in acquiring affluent and super-affluent clients, maintaining relationships, and generating assets under management.To advise affluent and super-affluent clients on their investments and manage their overall financial portfolio.To deepen client wallets by cross-selling products and services.To track the...

Role OverviewWe are seeking a seasoned Wealth Manager to join our team.This role involves building relationships with clients, explaining investment strategies in plain English and growing their wealth. The ideal candidate will have a strong background in sales or advisory roles in financial services, excellent communication skills and deep knowledge of...

We are seeking a dynamic and experienced professional to join our team as a Client Engagement Manager.The ideal candidate will have a strong track record of building relationships with high net worth individuals and providing personalized wealth management services.Key responsibilities include client acquisition, portfolio advisory, and relationship...

Private Wealth Manager OpportunityAt Ingenetus, we specialize in providing tailored wealth management solutions to meet the unique financial needs and objectives of our clients. With over two decades of experience, our dedicated team offers a range of investment services for high net-worth individuals, retail clients, corporate entities, and financial...

Job Overview">We are seeking a highly skilled Financial Advisor who is passionate about delivering personalized, independent financial advice to clients. Our ideal candidate will be committed to creating a sustainable, rewarding, and award-winning environment that makes a difference in clients' lives and financial well-being.As a key member of our team, you...

Responsibilities:* Manage HNI client relationships* Provide financial advice on wealth & insurance products* Acquire new clients through networking & referrals* Develop investment strategies using NISM certificationProvident fundHealth insuranceSales incentivesTravel allowance

Job OverviewWe are seeking an experienced and dynamic Wealth Management Executive to lead our Premier Client Group Desk. The ideal candidate will have a thorough understanding of financial products, including PMS, AIF, bonds, mutual funds, and stock market offerings.Main Responsibilities:Drive the acquisition of Ultra High Net Worth Individuals (UHNWIs) and...

Job Title: Sr Manager/ Chief Manager/ Wealth ManagementCompany: Bajaj Capital LtdLocation: Delhi - NCR/ MumbaiDepartment: Hyderabad/ Bangalore/ chennaiExperience: 7– 12 yearsEmployment Type: Full-TimeCTC- 15 - 25 LPAJob Profile:1.Develop and provide solutions to the client's basis their requirements2.Conduct timely and regular follow-up with the leads and...

About UsOur organization is a FinTech start-up which has been recently set up and is developing innovative AI tools. Our mission is to enhance the financial industry through cutting-edge technology.We are seeking a talented and motivated student intern for Portfolio Management - Wealth Manager role. This is an extraordinary opportunity for a self-driven,...

Job Title: Wealth Product TrainerA dynamic and experienced professional is required to deliver comprehensive training sessions on wealth management products, solutions, and services tailored for high net worth individuals and institutional clients. The ideal candidate will be responsible for training, mentoring, and enabling new relationship managers to...