Wealth Manager - Bengaluru

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 ...

About the Company · Our client is a well-established Indian financial services firm founded in 1964, with a strong pan-India presence across 200+ offices in 100+ cities. The organization is known for its leadership in retail financial planning and offers comprehensive wealth advi ...

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 ...

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 ...

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. · ...

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

We are looking for an experienced Wealth Manager to manage and grow a high-net-worth · (HNI/UHNI) client by offering comprehensive financial planning and investment solutions. · ...

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. ...

Responsibilities: · Manage HNIs' wealth through financial planning · Manage portfolio of high net worth clients · Acquire new clients through networking & relationship building · Monitor market trends & risks · Ensure compliance with regulatory standards · Perks and benefits · He ...

This is a full-time role for a Wealth Manager based in Bengaluru. The Wealth Manager will guide clients in managing their wealth by providing insightful financial planning services, managing investments and developing tailored strategies to meet individual goals. · Assessing clie ...

+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 ...

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. · ...

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. ...

This is a full-time on-site role located in Bengaluru for a Wealth Manager who will manage client relationships develop personalized financial planning strategies and provide investment recommendations tailored to individual and corporate needs. · ...

+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 expanding our team and looking for high-performing Wealth Managers to lead our client acquisition and relationship management efforts. · Acquire and manage HNI/UHNI clients with a focus on longterm wealth creation and relationship management. · ...

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. · ...

Wealth Manager responsible for acquiring preferred clients (HNI/Ultra HNI), maintaining client relationships and generating AUM from preferred clients. · ...