wealth

Job TitleRelationship Manager - Private Banking Group Business UnitPrivate Banking Reporting ToSr. Relationship Manager/Regional Head Job Function and Role TypeSales, Individual Contributor, Moderate/Extensive Travel Version No1.0 Job PurposeEnhance business development as per bank objectives and ensure quality customer service through wealth...

Company Description Motilal Oswal Wealth Management is a leading provider of comprehensive wealth and investment solutions, serving a diverse client base that includes individuals, families, and institutions. The firm offers a range of services across portfolio management, financial planning, and advisory, with a focus on long-term value creation and risk...

Designation: Wealth Manager/Senior Wealth Manager Experience: 2 to 12 Years Reports to: Regional Head / Head of Wealth Key Result Areas:Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences.Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and...

CHOICE WEALTH PRIVATE LIMITEDWealth ManagerFull-Time • All Over Gujarat • Wealth Management Division ABOUT THE ROLE Choice Wealth Private Limited is looking for a Passionate and client-focused Wealth Manager to join our growing team in Gujarat. In this role, you will be the primary advisor for a curated client base, responsible for building Assets...

Job Description: Job Title: Wealth Manager Location: [Insert Location] Job Type: [Full-time/Part-time/Contract] Department: Wealth Management / Financial Advisory Reports To: [Director of Wealth Management / Senior Partner / CEO] Job Summary We are seeking a highly skilled and client-focused Wealth Manager to join our team. In this role, you will be...

**Position: Portfolio Manager** **Department:** CEO's Office **Location:** Chennai / Coimbatore / Trichy **Reporting To:** CEO **Job Summary:** We are Looking For Portfolio Manager / Wealth Manager who will be responsible for monitoring and managing the investment portfolios, tracking assets and liabilities, evaluating investment...

We are Hiring: Wealth Manager – Private Wealth 🚀 Location- Ahmedabad, Surat, Rajkot, Vadodara Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions. 📌 Key Responsibilities: • Client Acquisition: Build HNI/UHNI client bases via cold...

Company Description ALTPORT FUNDS is a next-generation wealthtech platform that helps high-net-worth individuals, ultra-high-net-worth individuals, non-resident investors, and family offices discover and access curated PMS, AIF, and alternative investment opportunities. The firm uses a research-driven and technology-enabled approach to simplify investment...

We are seeking a highly skilled Senior Wealth Manager to join our dynamic team in Karnataka. The ideal candidate will have extensive experience in wealth management, particularly in Portfolio Management Services (PMS), and a proven track record in sales. As a Senior Wealth Manager, you will be responsible for managing high-net-worth individual (HNI) clients,...

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly. Job Summary Responsible for the management and delivery at the desired service standards of WRB Operations at SC GBS supporting various countries. To perform...

Company Name – Muthoot Fincorp LimitedJob Title – Relationship Manager - WealthGrade – MM1Designation – Assistant ManagerLocation – ErodeReports to – Span Of Control – NA Our Brand PurposeTo transform the life of the common man by improving their financial wellbeing JOB DESCRIPTION ROLE SUMMARY (PURPOSE) The primary responsibility of...

 Position Details Company: Nuvama Wealth Management Position: Wealth Relationship Manager Website: Location: Bangalore Experience Required: 7–10 years Notice Period: Immediate to 30 days preferred Preferred Certifications: CFP, NISM, CFA About Nuvama Wealth Management Nuvama Wealth Management, formerly Edelweiss Wealth Management, is one of...

We are seeking an experienced AVP Wealth Management professional to join our team in Karnataka. The ideal candidate will have a strong background in wealth management, with a focus on mutual funds and portfolio management services (PMS). This role is pivotal in driving our wealth management strategies and ensuring that our clients receive the highest level...

We are seeking a highly skilled Wealth Management Manager to join our team in Karnataka. The ideal candidate will have a strong background in wealth management, particularly in handling high-net-worth individuals (HNI) and acquiring portfolio management services (PMS). This role requires a strategic thinker with proven experience in managing assets under...

**Role & responsibilities** Client Acquisition: Acquire new HNI/UHNI clients through cold calling, networking, references, and market mapping. Portfolio Management: Build and manage client portfolios across multiple asset classes including PMS, AIFs, Bonds, Unlisted Shares, Mutual Funds, and Insurance. Product Advisory: Advise clients on suitable...

Job Requirements Role/Job Title: Wealth Specialist Department: Wealth Management > Sales Job Purpose: IDFC FIRST Bank is seeking a highly motivated and experienced Investment Portfolio Counsellor. As a leading financial institution, we are committed to providing our clients with the best investment solutions and services. We are looking for a dynamic...

Job Description: Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Provide appropriate investment solutions to...

We are Hiring: Wealth Manager – Private Wealth 🚀 Location: Pune Motilal Oswal Financial Services Ltd. is looking for a dynamic Wealth Manager to acquire, manage, and grow an HNI/UHNI client base with end-to-end wealth solutions. 📌 Key Responsibilities: • Client Acquisition: Build HNI/UHNI client bases via cold calling, networking, & market...

Hiring: Wealth Manager | Ahmedabad We are expanding our team and looking for high-caliber professionals who are eager to bring a fresh perspective to Wealth Management. We don't just manage wealth—we aim to transform the way it's done. Core Qualifications: Top-tier Communication & Interpersonal Skills Deep Investment Knowledge & Market Acumen If you...

Job Description: Roles and Responsibilities: Managing and acquiring partners to generate sales for products like AIF/MLDs, Debentures, Bonds and LI (In house & 3rd party products) and acquisition of Sub Brokers / IFA/Partners Doing various training programs for partners to train them for various financial products Maintaining relationship with partners...