Wealth Manager jobs in Mumbai, Maharashtra

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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...

CompanyPrerna
AddressMumbai, Maharashtra
CategoryFinance & 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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

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...

Wealth Manager - Female

Apna Capital

Bandra, Maharashtra

Provide financial solutions to The NRI / Ultra HNI / HNI Individuals (Domestic) customers while maintaining high service standards. Maintain complete customer profile including the risk profile, demographics and assets in the comp...

Asset & Wealth Management Legal Counsel, Mumbai

Jpmorgan Chase & Co

Goregaon East, Maharashtra

Conduct the first review of new or updated legal opinions from external counsel (Opinions) and new or revised draft rules for the business to provide products and services on a cross-border basis (Conduct of Business Memoranda or...

Director- Negative News Screening- Wealth Management

Morgan Stanley

Mumbai, Maharashtra

Morgan Stanley can provide a superior foundation for building a professional career a place for people to learn, to achieve and grow. The AML Risk NNS Associate will: Review and investigate media alerts and customer information...

Senior Analyst – Wealth Management

Arin Consultancy

Mumbai, Maharashtra

Office Location (Area) Mumbai. Salary Offer Open for discussion. Min Required Experience (Years) 2. Max Required Experience (Years) 7. Regular reports Daily / Weekly / PWMS. Other reports Product note / MF analysis report. Cli...

Wealth Management Risk-Credit Officer – Associate

Jpmorgan Chase & Co

Goregaon East, Maharashtra

Responsibility for credit risk management on the US Credit portfolio focused on Single Coverage Portfolio. Ensure credit exposure is structured, documented and approved in accordance with JPMorgan Credit Policy. Monitor all Except...

Associate - Billing, Wealth Management

Morgan Stanley

Mumbai, Maharashtra

For entities assigned perform collection activities for any customer balances past due. Maintain collection notes for all activities including email correspondence, payment commitments and escalation to AR Manager or customer Rel...

Consultant - Wealth Management Operations (12-18 yrs)

Jyoti Sinha

Mumbai, Maharashtra

The ideal candidate will have a strong background in wealth and portfolio management solutions, coupled with expertise in leveraging automation tools to enhance operational efficiency and deliver exceptional client experiences. Se...

Relationship Manager - Wealth - Bank (8-19 yrs)

Amit Kapoor

Mumbai, Maharashtra

- Also involved in increasing customer engagement through other nonInvestment products like Forex, Remittances, Loans, etc. to the new and existing customers.- Achieve % Cumulative Daily Average Balance - CDAB Deepening in Mapped...

Manager/Senior Manager - Private Wealth - Banking (2-7 yrs)

Kapil Marwaha

Mumbai, Maharashtra

Manager/Senior Manager - Private Wealth The firm is seeking a dynamic and experienced individual to join its team as a Wealth Manager/Senior Wealth Manager in Private Wealth Management. The ideal candidate will be responsible for...

Wealth Relationship Manager (5-10 yrs)

Moumita Roy

Mumbai, Maharashtra

Getting productivity from channel in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund distribution.2. Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth rel...

Relationship Manager - B2B Wealth - Financial Services (3-12 yrs)

Aditi E

Mumbai, Maharashtra

We are hiring for our esteemed client whichis a well-established B2B business with more than 20,000 partners across India served by a team of 200+ wealth Managers to distribute 13+ wealth products. Established partner friendly pro...

Talent Acquisition Manager - Wealth Management - Bank (6-10 yrs)

Payal

Mumbai, Maharashtra

Talent Acquisition Manager - Wealth ManagementWe have opening for Talent Acquisition Manager - Wealth Management with Leading BankLocation - MumbaiJob Role :- Assist department heads and hiring managers in determining staffing req...

Relationship Manager - Wealth Management - BFSI (3-8 yrs)

Kopal Kapoor

Mumbai, Maharashtra

Relationship Manager - Wealth ManagementJob Requirements:Job Location - Mumbai - Andheri East / Pune - Shivaji NagarQualifications - MBA/ PGDM or relevant degreeExperience - Min 3+ years relevant experience in Banking and Wealth d...

Wealth Head - Financial Advisory & Wealth Management Firm (12-15 yrs)

Silky Malhotra

Mumbai, Maharashtra

Broking/Capital Markets Role Summary: If you love interacting with high-net worth people, and maintaining strong long-term relationships, this is the position for you! (S)he would be helping the teams to establish strong ties with...

Wealth Relationship Manager - HNI Sales (3-4 yrs)

Paridhi Maheshwari

Mumbai, Maharashtra

Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Getting productivity from HNI clients in Portfolio Management Services (PMS), Broking A/Cs & Mutual Fund...