- Plan the day's work with emphasis on leads to be contacted basis the
- importance of the Wealth Advisory funnel and size
- • Identify fitment of Wealth Advisory products matching the client's investing goals
- • Interact with potential customers with the emphasis on high quality
- lead conversions.
- • Proactively follow up leads assigned by Wealth Advisory Head and report the
- progress with mitigation plan on how to achieve the results as well.
- • Work closely with the Wealth Advisory Head to achieve Wealth Advisory objectives.
- • Contribute to the team performance by sharing and implementing Best
- Practice Ideas.
- • Disseminate the learnings/ good practices across team(s) so that the
- knowledge sharing is encouraged and rewarded likewise
- • Graduate (Mandatory)
- • At least years working within a Wealth Advisory environment preferably in
- a proactive role in a BFSI / Finance / Marketing sector.
- • Fluency in English, Hindi & any one regional language
- • Excellent communication skills – verbal and written communication skills
- • High degree of accuracy
- • Willing and able to work extra hours on occasions to complete tasks
- • Willing and able to attend company meetings which take place outside
- of normal working hours (approx. one per month)
- • Joining Time: ASAP
-
Wealth management Architect
2 weeks ago
Only for registered members IndiaWe are looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. · The candidate needs to be a strategic thinker with expertise and ambition to adopt emerging technology to build co ...
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Wealth management Architect
2 weeks ago
Only for registered members IndiaWealth management Architect. · Looking for a Solution Architect in Wealth Management (WM) domain who brings a blend of strong technical expertise combined with deep WM industry knowledge. · The candidate needs to be a strategic thinker with expertise and ambition to adopt emergin ...
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Private Wealth Management role
1 month ago
Only for registered members IndiaPrivate Wealth Management role involves managing clients financial needs objectives by analysing financial information and monitoring market trends. · ...
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Lead Project Manager – Wealth Advisory
1 week ago
Only for registered members India Full time+As a Lead Project Manager – Wealth Advisory at Capco, you will work on projects that transform the financial services industry with clients and partners. · +Strong Project Manager experience within Wealth Advisory domain to manage initiatives related to portfolio review and inve ...
- Only for registered members India
This role will directly report to the Intelligent automation team lead/program manager for US Deposits. · The Goldman Sachs Group, Inc., is a leading global investment banking, securities and investment management firm. Headquartered in New York, · We believe who you are makes yo ...
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Investment Product Specialist
1 week ago
Only for registered members India+Job summary · Assist in raising funds from HNI / UHNI clients with Technical & Fundamental research for equities and advising the same to clients mapped to the wealth managers. · +ResponsibilitiesMaintain current knowledge of competitors investment capabilities, product offering ...
- Only for registered members India Full time
We're seeking a Senior Java Engineering Developer for Deposits and Core banking team within the WM Product Tech super department in WM Technology division at Morgan Stanley. · ...
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Qualified International Investment Advisor
13 hours ago
deVere Group IndiaThis is a full-time on-site role for a Wealth Management Advisor located in Mumbai or Gurgaon. · ...
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Sr Officer
1 week ago
Only for registered members IndiaThe Assistant Manager - MIS - Wealth is responsible for managing management information systems (MIS) and sales coordination within the Wealth department. · Reconcile client account positions and balances. · ...
-
Director
3 days ago
Only for registered members India Full timeWe are looking for creative individuals who have experience developing cutting-edge, scalable technology solutions. · ...
-
Associate
5 days ago
Only for registered members India Full time+Job summary · Wealth Management Product Technology team is looking for an experienced Full Stack Java Developer to join a technologically advanced team focusing on developing and enhancing the Private Banking Group, Sales applications. · +ResponsibilitiesHands-on development usi ...
-
Experienced Financial Professional
1 week ago
Only for registered members IndiaWe are in search of individuals who are Certified Financial Planners (CFP), Certified Public Accountants (CPA), or have other professional designations and are passionate about our mission to join our network of financial professionals.We partner with leading companies to provide ...
-
Associate
4 days ago
Only for registered members India Full timeMorgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. · ...
-
Client Servicing
2 weeks ago
Only for registered members India Remote jobSupport Financial Advisors in client trade execution and settlement. · ...
-
Manager - Product Private Banking Products
1 week ago
Only for registered members IndiaTo aid the product management team in structuring the product offering and to support in generating new investment ideas across different asset classes. · ...
-
Sr Officer
1 week ago
Only for registered members IndiaManage out bond Call ensure business objectives Drive output on leads from wealth business teams Achievement of sales & business targets of the unit Ensure & maintain compliance & regulatory requirement Ensure tracking and effective utilization of data · ...
-
Senior Backend Engineer
1 week ago
Only for registered members IndiaWe are looking for a backend engineer to join our team in India. · Build Finn, the first AI-powered wealth manager. · Develop and maintain the core backend infrastructure of the Finvest platform for wealth management, trading, and processing global financial data. · Build integr ...
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Senior Avaloq Certified Developer
2 weeks ago
Only for registered members IndiaWe are looking for a highly experienced Senior Avaloq Certified Developer to support and lead complex Avaloq Core Banking initiatives for leading private banks and wealth management institutions in the Middle East. · ...
-
Director
5 days ago
Only for registered members India Full timeWealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Global Banking Technology, one of the strategic growth areas of the firm, · 7-15 years in ...
- Only for registered members India Full time
We're seeking someone to join our team as C# .Net Developer who have experience in developing cutting-edge technology solutions. · ...
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Sr Data Architect
1 week ago
Only for registered members IndiaData Architect designing and implementing data platforms for large enterprises. · ...
Wealth Manager - India - equentis
Description
Location: Koramangala,Bangalore
Department: Wealth/Equity
Key Responsibilities:
Key Roles / Responsibilities
Requirements
-
Wealth management Architect
Only for registered members India
-
Wealth management Architect
Only for registered members India
-
Private Wealth Management role
Only for registered members India
-
Lead Project Manager – Wealth Advisory
Full time Only for registered members India
-
Asset & Wealth Management, US Deposits Intelligent Automation, Analyst, Bengaluru
Only for registered members India
-
Investment Product Specialist
Only for registered members India
-
Lead Java Engineering Developer_Vice President_Software Engineering
Full time Only for registered members India
-
Qualified International Investment Advisor
deVere Group- India
-
Sr Officer
Only for registered members India
-
Director
Full time Only for registered members India
-
Associate
Full time Only for registered members India
-
Experienced Financial Professional
Only for registered members India
-
Associate
Full time Only for registered members India
-
Client Servicing
Only for registered members India
-
Manager - Product Private Banking Products
Only for registered members India
-
Sr Officer
Only for registered members India
-
Senior Backend Engineer
Only for registered members India
-
Senior Avaloq Certified Developer
Only for registered members India
-
Director
Full time Only for registered members India
-
Developer - Associate/Director - Software Engineering
Full time Only for registered members India
-
Sr Data Architect
Only for registered members India