Wealth Manager - Bengaluru - equentis

Wealth Manager – HNI Acquisition with experience in direct selling of equity products and strong communication skills required. · Acquire & manage HNI clients. · Sell equity-based investment products. · ...

We are looking for a highly skilled and experienced Wealth Manager to join our team in The Growth Partners TGP. The ideal candidate will have a strong background in managing high net worth individual (HNI) clients' portfolios and providing them with tailored wealth management sol ...

Company Description · Baron Capitale, a division of Baron Capitale & Wealth Management Pvt Ltd, is a new era wealth startup based in Bangalore. Founded in 2023, Baron Capitale provides private wealth advice and services to ultra-high net worth families, family offices, and organi ...

Responsibilities · Acquire Preferred Clients (Affluent & Super Affluent) · Acquire Preferred clients (Affluent & Super Affluent segment) · Track the Affluent & Super Affluent client segment in the market for new client acquisition · Generate & Manage AUM · Generate AUM from Prefe ...

Wealth Manager Manage and grow HNI/Ultra-HNI portfolios drive AUM revenue growth deliver strategic wealth solutions across MF PMS AIFs Bonds Structured Products Insurance Direct Equity. · ...

Wealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, i · ...

Company Description · Sahaj Wealth Private Limited provides clients with a comprehensive platform to manage diverse investment opportunities. The company specializes in mutual funds, bonds, equity and derivatives trading, unlisted stocks, and structured products. It also offers s ...

Wealth Manager manages HNIs' wealth through mutual funds, commodities & bonds. Acquires new clients with expertise in equity broking & insurance. Handles client portfolios with focus on growth & risk management. · ...

Description · OUR IMPACT · Wealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and ...

This role is for one of the Weekday's clients.Min Experience: 3 years.Location: Bengaluru.The Wealth Manager will be responsible for acquiring managing and growing HNI/UHNI client relationships with a focus on long-term wealth creation. · The role involves delivering comprehensiv ...

+Job summary · The Wealth Manager will be responsible for acquiring, managing, and growing HNI/UHNI client relationships with a focus on long-term wealth creation. · +ResponsibilitiesAcquire and manage HNI/UHNI clients, focusing on long-term wealth creation and portfolio growth. ...

Job Description · OUR IMPACT · Wealth Management · Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking ...

Wealth Manager responsible for advising clients on unlisted shares and private-market investments managing HNI portfolios acquiring new investors driving revenue growth and ensuring smooth end-to-end investment execution. · ...

+Job summary · Wealth manager role with 10+ years experience in wealth management. · +Qualifications10+ years in Wealth Management / Private Banking / Advisory · +Benefits ...

This is a full-time on-site role for a Private Wealth Manager located in Bengaluru. The Private Wealth Manager will be responsible for providing personalized financial planning, estate planning, · and investment management services. ...

+Job summary · Wealth Manager is a full-time on-site role at Bajaj Capital Ltd., responsible for developing financial plans and advising clients on strategies to grow and protect their wealth. · +ResponsibilitiesAssessing clients' financial goals · Recommending suitable financial ...

We are a rapidly growing financial services firm focused on delivering customized investment solutions to HNIs and UHNIs. · ...

Bajaj Capital Ltd., with over 60 years of experience, is a trusted name in India's capital market. · Conduct daily sales calling with prospective new clients and identify their needs. · Provide and develop solutions and suggest schemes to clients' basis their requirements and goa ...

Wealth manager responsible for catering the investment needs of clients by providing research based advises and managing portfolios. · Acquisition of new Customers and Increase book size. · Establish smooth relationships with new && existing clientele to generate new businessand ...

Wealth Manager position at Baron Capitale & Wealth Management Pvt Ltd in Bangalore. Responsible for managing high-net-worth clients by offering comprehensive financial planning and investment solutions. · ...

+Job summary · Our client service professionals provide proactive financial counseling to address complexities of executives and high net worth individuals. · +ResponsibilitiesServing as the primary operational driver of the Executive Wealth (EW) team by triaging incoming inquiri ...