Wealth Manager

JOB:Wealth Management Trainee (Intern)Location:Kolkata / WFHCompany:Delego CapitalExperience:NoneAbout Us:Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment management,...

JOB: Wealth Management Trainee (Intern) Location: Kolkata / WFH Company: Delego CapitalExperience: None About Us: Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...

JOB: Wealth Management Trainee (Intern)  Location: Kolkata / WFH  Company: Delego Capital Experience: None  About Us:  Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning,...

JOB: Wealth Management Trainee (Intern) Location: Kolkata / WFH Company: Delego CapitalExperience: None About Us: Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...

JOB: Wealth Management Trainee (Intern)Location: Kolkata / WFHCompany: Delego CapitalExperience: NoneAbout Us:Delego Capital is a leading wealth management firm dedicated to helping individuals maximize their financial potential through strategic delegation. We provide personalized wealth management services, including financial planning, investment...

Will be responsible for selling Equity based investment products to this set of Wealth customer base. Should have effective servicing skills and should be excellent in conflict management.. Will be responsible to develop business, maximize revenue generation & achieve sales targets Will work in close coordination with the Wealth team to ensure all clients...

Role & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind Client requirement and Our 2 point strategy by following the 6 step process b. Reporting the performance...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindClient requirement andOur 2 point strategy by following the 6 step processb. Reporting the performance of the...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business. Role: 1)Financial Planning , Portfolio Strategy and Reporting a. Assisting the RM in making of financial plans for clients keeping in mind Client requirement and Our 2 point strategy by following the 6 step process b. Reporting the performance...

Role & responsibilities Position: Manager/ Sr Manager/ Wealth Management Job Description: Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references...

Role & responsibilitiesPosition: Manager/ Sr Manager/ Wealth ManagementJob Description:Provide and develop solutions and suggest schemes to clients basis their requirements and goal.Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles.Increase client database by meeting new clients and taking references from the...

An account manager (AM) role is to support the RM in maintaining and building the RM wealth management business.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mind- Client requirement and- Our 2 point strategy by following the 6 step processb. Reporting the performance of...

Job Description: The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to...

Job Description COMPANY My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investment bank servicing customer with best results in advisory in their...

Job Description COMPANY My client is a leading mid‐market investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services. They pride themselves in being a trusted Investment bank servicing customer with best results in advisory in their...

Job Description The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the finalpoint of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...

Job DescriptionThe Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties...

The Relationship Manager-Wealth is the ultimate face of the business as (s)he is going to be the finalpoint of contact with the client. (S)he would be responsible for acquiring High Net Worth relationshipsand managing & retaining such relationships by delivering the best standards of services. (S)he would beexpected to establish strong ties with them by...