wealth manager

Job Description: Job Responsibilities:  Customer Profiling  Consultation related to wealth management  Client interaction  References from existing clients to acquire new clients  Updating clients on market  Giving the proper information to clients of a transaction at a specific interval.  Strive towards achieving an individual goal and thereby...

Job Description: Job description: Will be responsible for acquiring preferred clients (HNI/Ultra HNI). To maintain client relationships and generate AUM (Assets Under Management)from preferred clients. To advise HNI/Ultra HNI clients on their Investments and managing their overallfinancial portfolio and deepening the wallet from existing...

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...

Description𝗧𝗵𝗶𝘀 𝗿𝗼𝗹𝗲 𝗶𝘀 𝗳𝗼𝗿 𝗼𝗻𝗲 𝗼𝗳 𝘁𝗵𝗲 𝗪𝗲𝗲𝗸𝗱𝗮𝘆'𝘀 𝗰𝗹𝗶𝗲𝗻𝘁𝘀𝗦𝗮𝗹𝗮𝗿𝘆 𝗿𝗮𝗻𝗴𝗲: 𝗥𝘀 𝟭𝟬𝟬𝟬𝟬𝟬 - 𝗥𝘀 𝟭𝟬𝟬𝟬𝟬𝟬𝟬 (𝗶𝗲 𝗜𝗡𝗥 𝟭-𝟭𝟬 𝗟𝗣𝗔)Experience: 2+...

Job PurposeAt Bajaj Finance, our Wealth Managers are trusted advisors to our clients. As a Wealth RM, you will manage and grow a portfolio of HNI and affluent clients, helping them achieve their financial goals through thoughtful advice, curated investment solutions, and long-term relationships.This role is ideal for professionals who enjoy client...

Job Responsibilities / Key Deliverables:·         Customer Acquisition – Minimum of 1 crore and above investable surplus.·         Financial Planning (FP) and Portfolio Services·         Execution of transactions post FP and on periodical basis·         Manage Private Wealth, PMS and AIF fund related...

Key Responsibilities: 1. Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products: • Act as the primary point of contact for high net worth individual (HNI) clients. • Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles. • Coordinate with portfolio...

Key Responsibilities: 1. Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products: • Act as the primary point of contact for high net worth individual (HNI) clients. • Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles. • Coordinate with portfolio...

Key Responsibilities: 1. Handling and Servicing Existing HNI Clients for Advisory/PMS and AIF Products: • Act as the primary point of contact for high net worth individual (HNI) clients. • Provide personalized advisory services and wealth management solutions based on clients' financial goals and risk profiles. • Coordinate with portfolio...

🚀 WE ARE HIRING: WEALTH MANAGER – PRIVATE WEALTH 🏢 Company: Motilal Oswal Financial Services Ltd. 📍 Locations: Ahmedabad | Surat | Rajkot | Vadodara 💼 Focus Area: HNI & UHNI Portfolio Management Are you an experienced private banker or wealth manager looking to scale your career with one of India’s premier financial powerhouses? Motilal...

We are seeking a dynamic and result-oriented Relationship Manager – Mutual Fund Sales to acquire, manage, and grow relationships with retail and HNI clients. The role involves promoting mutual fund products, achieving sales targets, and delivering superior customer service while ensuring regulatory compliance. Key Responsibilities 1. Client Acquisition...

We are seeking a skilled Wealth Manager to join our team in Maharashtra. The ideal candidate will have a strong background in relationship management and experience in handling High Net Worth Individuals (HNI). As a Wealth Manager, you will be responsible for providing personalized financial advice and investment strategies to clients, ensuring their...

Description Step into a role at JPMorganChase as a first line of defense strategic partner who enables the business to proactively manage operational risk by understanding business processes, designing effective controls, and driving innovation. Join a team that values collaboration and continuous improvement.  As a Sr. Associate Control Manager...

We are seeking an experienced AVP - Wealth Management to join our team in Karnataka or Tamil Nadu. The ideal candidate will have a strong background in relationship management and wealth management, with a focus on mutual funds and a valid NISM certification. In this role, you will be responsible for managing client relationships, providing tailored...

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 The Role Purpose of Manager for the Trade Operations and Settlement, KYC, and Regulatory Reporting in Broking Operations is to oversee the...

Step into a role at JPMorganChase as a first line of defense strategic partner who enables the business to proactively manage operational risk by understanding business processes, designing effective controls, and driving innovation. Join a team that values collaboration and continuous improvement. As a Sr. Associate Control Manager within the Wealth...

We are seeking an experienced AVP - Wealth Management to join our team in Karnataka or Tamil Nadu. The ideal candidate will have a strong background in relationship management and wealth management, with a focus on mutual funds and a valid NISM certification. In this role, you will be responsible for managing client relationships, providing tailored...

Job Description: Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 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...

Job Description: Location - Hazra, Kolkata We are looking for a passionate, client-first Qualified Personal Finance Professional (QPFP) or Certified Financial Planner (CFP) to join our growing wealth management team. This role is ideal for someone who enjoys building long-term client relationships, creating comprehensive financial plans, and helping...

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 • The role exists to ensure the efficient, controlled and client-focused execution of operational activities that support Wealth Management...