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 ...

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 · 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 ...

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. · ...

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 ...

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 ...

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

+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 ...

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 · 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 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. · ...

Job Description · 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 comprehen ...

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 ...

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

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 ...

Description · 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 comprehensive ...