Wealth Manager - mumbai - Stack Wealth

We are looking for a detail-oriented Analyst with 3–9 years of experience in wealth credit or lending operations to support transaction management activities across secured lending portfolios. · Supporting end-to-end wealth credit transaction lifecycle activities including deal s ...

Onboard, manage HNI/UHNI clients, delivering tailored wealth solutions aligned to family goals. Collaborate investment, finance, legal teams; support estate, governance, investment decisions. Ensure compliance, reporting, service excellence. · Required Candidate profile · priva ...

Dalmia Wealth is launching a dedicated business vertical designed to partner with relationship managers and wealth managers who aspire to build their own scalable wealth businesses while leveraging the platform credibility institutional strength of an established firm. ...

Company Description · Borderless is a global retail banking platform designed for residents of emerging markets such as India, the Middle East, and Southeast Asia, enabling an international lifestyle. With its multi-currency accounts, global investing options, and cross-border pa ...

Wealth manager with experience handling high net worth individuals and ultra-high net worth clients. Minimum book size of Rs. 20 cr required. · Candidate should have exp handling HNI and UHNI Clients · Candidate should move a minimum book size of Rs.20 cr · ...

This is a full-time on-site role for a Wealth Manager based in Mumbai. · The Wealth Manager will be responsible for providing financial planning services, offering tailored investment solutions, and managing client portfolios. ...

Unlisted Shares will be responsible for identifying, acquiring, and managing relationships with UHNIs family offices, wealth managers, and institutional investors for the purpose of marketing and distributing pre-IPO and unlisted equity opportunities · ...

Wealth Manager (Family Office) will act as Primary Liaison between Family office & its Clients families. · Onboarding New Clients, Managing HNI Families unique needs, · Deliver seamless Wealth management,Investment,& · Lifestyle Serv etc. ...

Motilal Oswal Private Wealth delivers expert wealth management services through a research-based approach and open architecture framework. · ...

Job Title: · Insurance Relationship Manager – Wealth Management · Location: · Mumbai · Experience: · 2–5 Years · Qualification: · Graduate / Post Graduate (Finance, Commerce or related field preferred) · Job Responsibilities: · Support the · Wealth Management team · in driving · ...

Nuvama Wealth is hiring for below positions for their Digital Business. · ...

The Relationship Manager/Wealth Manager will manage client portfolios and generate revenue through advisory and distribution of equity and investment products · Responsibilities include client acquisition, retention, cross-selling mutual funds, PMS, insurance, bonds, and structur ...

This is a contract role for a wealth manager based on-site in Mumbai.The wealth manager will be responsible for developing comprehensive financial plans for clients and managing investment portfolios tailored to their goals. · ...

The Regional Manager Wealth is the face of the business responsible for acquiring managing and retaining High Net Worth HNI clients. · ...

Wealth manager required with experience in managing HNI/UHNI clients and growing AUM. · Develop and maintain an AUM of INR 50 Cr and above · Provide end-to-end investment advisory services · ...

The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. This role is responsible for onboarding new clients and managing relationships with high-net-worth families. · This role is responsible for onboarding new clients ...

This is a full-time Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for providing financial planning services and managing client portfolios. · ...

The Relationship Manager-Preferred is the ultimate face of the business responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. · ...

WealthTrust Capital Services redefines wealth management by crafting financial strategies that align seamlessly with the life goals of our clients. This is an on-site full-time role for a Wealth Manager & Business Development professional. · ...

We Have Urgent OPEN Position For Wealth Manager · Exp Required: MBA Fresher or Marketing sales ...

Wealth Manager - Fixed Income, the role is focused on acquiring new clients in Mumbai, closing investment business, and ensuring a smooth onboarding handoff to operations/advisory teams. · New client acquisition: Identify, reach out to, and convert prospective clients through cal ...