Private Wealth Manager

About BugleRock CapitalBugleRock Capital (formerly o3 Securities) is a premier financial services firm headquartered in Bangalore. We take pride in providing sophisticated Wealth, Asset Management, and Multi-Family Office services tailored to the unique needs of private clients, institutions, and families. Our team of highly credentialed professionals is...

Role & Responsibilities:Job Location: Mumbai/HYderabad/Ludhiana/BengaluruTp build and maintain strong relationships with high-net-worth individuals to understand their financial goals and objectives.To provide personalized financial advice and wealth management solutions to clients based on their needs and risk appetite.To conduct regular portfolio reviews...

Job description Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take...

Job Title: Wealth Management & Asset ManagementExperience: 11-15 yearsPositions: 2 nosWork Location: Chennai / Hyderabad / Bengaluru / Pune / NoidaBudget: 35L as CTCNotice Period: within 45 daysJob Description: Wealth Management & Asset ManagementOverview:We are seeking an experienced Wealth Management & Asset Management SME with a deep understanding of...

About usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

Job descriptionStack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take...

- Provide financial solutions to the wealth customers while maintaining high service standards.- Maintain complete customer profile including the risk profile, demographics and assets in the bank.- Enrich relationships and garner higher wallet share through customer engagement activities.- Deepen the existing relationships by cross selling the Banks products...

Role/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income. ...

Role/Job Title: Private Banker - First Private Function/Department: Private Banking Group (Retail Liabilities) Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...

About usIME Capital is a research-first investments firm, offering investors the entire bouquet of wealth management products. Founded by an ex-fund manager, with over 2 decades of fund management experience at some of India’s top AMC’s, we aim to disrupt the wealth management industry by using technology to shrink the existing gap in insights between...

Roles and Responsibilities Developing Business through Retail and Institutional Sales.Understanding business needs,identifying initiatives that allows a business meet those strategic goals. Desired Candidate Profile Lead team of Wealth Managers / Relationship ManagersAdvice HNI/UHNI clients with the assistance of in-house experts on their business...

**Role/Job Title**: Private Banker - First Private **Function/Department**: Private Banking Group (Retail Liabilities) **Job Purpose**: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee...

Company DescriptionAlpha Square is a Wealth Management Boutique Firm which deals in Various Investment Products.Role DescriptionThis is a full-time role for a Wealth Manager at ALPHA SQUARE ACADEMY located in Mumbai and Navi Mumbai The Wealth Manager will be responsible for providing financial planning, investment management, and insurance services to...

This is an individual role. (Not a team leading one)Local candidates are preferred.Relevant experience is a must.Candidates with Wealth Management experience will only be considered.Client acquisition, activation of inactive clients, client retention.360 degree Financial planning of HNI, UHNI and Corporate clientsAnalyzing Risk profile of clients and...

Role/Job Title:  Partner - First Private Function/Department: Retail Liabilities Job Purpose: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & Responsibilities: ...

SALARY: 7 to 8 lakhsLOCATION: DelhiVACANCIES: 1QUALIFICATION: Any GraduateMALE/FEMALE: Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILS1. Candidate will be responsible for Wealth Management Advisory.2. Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.3....

Company DescriptionJ Shiv Devcon Pvt Ltd is a dynamic company located in Indore, Madhya Pradesh. We specialize in Finance, Investment, and Construction, combining innovation with tradition to create successful projects. With a focus on reshaping industries and redefining standards, we are passionate about building the future.Role DescriptionThis is a...

Company DescriptionJ Shiv Devcon Pvt Ltd is a dynamic company located in Indore, Madhya Pradesh. We specialize in Finance, Investment, and Construction, combining innovation with tradition to create successful projects. With a focus on reshaping industries and redefining standards, we are passionate about building the future.Role DescriptionThis is a...

SALARY: 7 to 8 lakhsLOCATION:DelhiVACANCIES: 1QUALIFICATION:Any GraduateMALE/FEMALE:Male/ FemaleEXPERIENCE: 2 to 5 yearsJOB DETAILSCandidate will be responsible for Wealth Management Advisory.Candidate will be responsible for selling products like Mutual Funds - Equities/Debt, PMS, Bonds, FDs, Structured products- Ambit Alpha, Retail Asset etc.Provide...

Stack is a Y Combinator backed startup, on a mission to make private wealth experience accessible to the emerging affluent of India. Stack is backed by world-class investors including funds like Y Combinator, Harvard Management, Goodwater Capital, and eminent individuals including Kunal Shah (Cred), Tanuj Shori (Squareyards).We seek to take the wealth...