Wealth Manager jobs
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HEAD - EQUITY RESEARCH - WEALTH MANAGEMENT FIRM (12-15 YRS)
Head - Equity Research A leading Wealth Management Firm specializing in managing HNI and UHNI clients is seeking to hire the under saidHead of Equity ResearchKey Responsibilities:Financial:- Delivering well researched ideas (buy a...
| Company | Prerna |
|---|---|
| Address | Mumbai, Maharashtra |
| Category | Finance & Accounting |
| Date Posted | a month ago See detail |
Head - Equity Research - Wealth Management Firm (12-15 yrs)
Prerna
Mumbai, Maharashtra
Head - Equity Research A leading Wealth Management Firm specializing in managing HNI and UHNI clients is seeking to hire the under saidHead of Equity ResearchKey Responsibilities:Financial:- Delivering well researched ideas (buy a...
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Wealth Manager - Banking (3-6 yrs)
Prachi Sharma
Gurgaon, Haryana
We seek a dynamic and experienced Wealth Manager to join our esteemed team. As a Wealth Manager, Your primary responsibility will include developing personalized financial plans, managing portfolios and providing expert advice on...
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Wealth Manager - Bank (5-8 yrs)
Somya
Mumbai, Maharashtra
Roles and Responsibilities:.The Wealth Manager will be responsible for acquiring & advising HNI clients.- Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given.- Build up...
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Wealth Management Advisor - Banking (3-5 yrs)
Maheswari
Mumbai, Maharashtra
Job Purpose:This role is responsible for driving brokerage generation by providing financial advice and investment solutions to High Net Worth Individuals (HNI) regarding their equity and derivative portfolios.You will play a key...
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Asset and Wealth Management Audit Associate
Jp Morgan Chase
India
Unspecified
Assist or lead audit engagements covering Asset Wealth Managementfunctions including risk assessment, audit planning, audit testing, control evaluation, documenting work papers, audit report drafting and follow-up and verificatio...
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Wealth Manager - HNI (3-5 yrs)
Somya
Mumbai, Maharashtra
Role: Wealth ManagerLocation: Mumbai (Work from Office)Experience: 5 Years Plus Experience in Wealth Management or Financial AdvisoryWorking Days: 5 Days working Age Up to 40 YearsCTC: 15 LPA - 18 LPA + Up to 6 LPA VariableRoles a...
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Senior Wealth Manager - HNI/UHNI (5-9 yrs)
Prerna
Any Location
A leading wealth management firm with focus on HNI/UHI segment is seeking to hire the undersaidSenior Wealth ManagerJob Role Key Responsibilities: Financial:- To contribute to the achievement of the financial targets and business...
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Wealth Manager - Private Clients Group (1-20 yrs)
Deepa Nagarajan
Mumbai, Maharashtra
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 expected to establish strong ties with them by designing & implementing their...
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Wealth Manager - Banking (6-10 yrs)
Naganaboyina Venkata Sai Lakshmi
Mumbai, Maharashtra
This involves researching investment opportunities, asset allocation, diversification, and regularly monitoring and adjusting the portfolio to align with the client's objectives and market conditions.Risk Management: Wealth manage...
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Wealth Manager/Financial Advisor/ Portfolio Relationship Manager - Banking (3-8 yrs)
Md Moin Ansari
Pune, Maharashtra
Wealth (RM) - Financial Advisor & Portfolio Manager, Wealth Relationship Manager, Financial Advisor, Portfolio Manager Are you an experienced Wealth Manager with a passion for providing exceptional financial advisory services to H...
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Chief Executive Officer - Wealth Management Firm (10-15 yrs)
Rishi Jobs
Surat, Gujarat
We are seeking a dynamic and visionary leader to serve as the Chief Executive Officer (CEO) for our Wealth Management company. The ideal candidate will possess a strong background in the insurance sector, coupled with extensive ex...
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Wealth Manager - BFSI (5-10 yrs)
Riya
Mumbai, Maharashtra
Wealth Manager Acquisition of Wealth Clients:- Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be gi...
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Team Lead/AVP - Wealth Manager (10-15 yrs)
Sweta Mishra
Kolkata, West Bengal
Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge on all products services. Analyze & suggest innovations ideas on product service improvement in addition to service level im...
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Wealth Manager - BFS (1-15 yrs)
Hr Consultant
Mumbai, Maharashtra
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships.1. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net...
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Executive Director: Marketing Lead - Asset and Wealth Management
Jpmorgan Chase & Co
Mumbai, Maharashtra
Team Leadership and Management: Build and lead a high-performing marketing team. Provide guidance, mentorship, and professional development opportunities to team members. Foster a collaborative and innovative culture within the ma...
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AVP - Wealth Management
Emkay
Chennai, Tamil Nadu
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 qu...
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Wealth Manager - Mumbai
Soul Foundation
Mumbai, Maharashtra
Wealth Manager ( B2B). Up-to 12 Lacs. B.com/BMS/CA/MBA/BAF, MBA or CA. About the Job: We are looking for a Wealth Manager to be responsible for offering financial advice and services that will assist clients in their financial end...
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Wealth Management Trainees
Financial Hospital
Mumbai, Maharashtra
Experience: Prior experience in Financial Industry would be an added advantage. Salary: -. Job Specific Knowledge & Skills Candidate must be aware of basic concepts of asset allocation and Wealth Management. Should have basic know...
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Asset & Wealth Management, QIS Alternatives Research, Analyst, Bengaluru
Goldman Sachs
Bengaluru, Karnataka
Facilitate daily trade generation by being actively involved in the data handling and portfolio construction processes. Monitor performance and risk profiles of existing portfolio investments, liaising with managers as appropriate...
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Asset & Wealth Management - Trade Lifecycle Lead
Jpmorgan Chase & Co
Goregaon East, Maharashtra
Conduct control reviews to ensure appropriate controls exist for all processes and facilitate the identification of process improvements to create efficiencies. Collaborate directly with various subject matter experts in Fees Team...
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GCIA - Wealth Manager (2-4 yrs)
Jayasree
Hyderabad, Telangana
Client Acquisition:- Deliver compelling sales presentations to potential clients, showcasing the value proposition of our investment advisory services.- Prepare and present proposals tailored to the unique needs of clients.- Attra...
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Wealth Manager - Mutual Funds/PMS/AIF (2-10 yrs)
Saiyada
Chennai, Tamil Nadu
Also, to review their investment needs to determine whether market changes, life changes, economic changes, or financial performance indicate a need for portfolio reassessment - To provide various investment performance reports an...
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AVP - Wealth Manager - Mutual Fund (8-12 yrs)
Pranjali
Chennai, Tamil Nadu
AVP - Wealth Manager - Mutual Fund Responsibilities:- Accountable for achieving monthly & annual sales targets, as agreed. Probe and identify requirements to provide appropriate solutions to customers.- Ensure complete knowledge o...
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Wealth Manager - Banking (4-10 yrs)
Sneha
Gurgaon, Haryana
Wealth Manager - Banking Resposibilities:- Accountable for achieving monthly & annual sales targets, as agreed.- Ensure proper implementation & execution of relationship management & investment advisory strategies.- Ensure proper...
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Investment Specialist/Wealth Manager/Investment Advisor - Financial Services (2-8 yrs)
Hina Amin
Hyderabad, Telangana
In this role, you will work with high intent inbound clients with net worth of 50 lakhs and above. What you will work on: - You get pre-scheduled video meetings with potential clients (portfolio size of - 50L & above - Get around...
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Wealth Manager - Financial Advisory & Wealth Management Firm (4-8 yrs)
Silky Malhotra
Mumbai, Maharashtra
Designation: Wealth ManagerExperience: 4 - 8 YearsEducation: MBA - FinanceLocations: Across IndiaPreferred Industry: BFSIRole Summary:The Wealth Manager is the ultimate face of the business as He / She is going to be the final poi...
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Wealth Management-Bengaluru-Digital Operations - Specialist - Pipeline
Goldman Sachs
Bengaluru, Karnataka
Provision all necessary systems for new hire and transfer employees. Mitigate risk through frequent access audits. Partner with business leaders and partners to ensure systems provisioned and working as expected. Troubleshoot syst...
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Asset & Wealth Management Operations - Liquidity Management - Associate - Bengaluru
Goldman Sachs
Bengaluru, Karnataka
Investors , spanning traditional and alternative markets offering products and services. Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfo...
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Associate- Financial Crimes Risk- Quality Control – Wealth Management
Morgan Stanley
Mumbai, Maharashtra
Determine sampling population in accordance with procedures. Assist in preparing ongoing and ad hoc reporting for senior management. Report metrics and communicate results to senior management and stakeholders. Share any required...
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Enhanced Due Diligence - Wealth Management Operations
Morgan Stanley
Mumbai, Maharashtra
Strong knowledge of control frameworks and the ability to design and evaluate effectiveness of controls embedded within business processes. Provide operational services in support of the growth of the WM and US Banks businesses. P...
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