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. · ...

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. · ...

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. ...

+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 ...

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 wealth manager will acquire and manage high net worth individual (HNI) clients for investment products. · This includes proactive client acquisition through cold calling field visits relationship management with focus on delivering customized solutions driving business growt ...

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. · Acquire, manage and deepen relationships with HNI & UHNI clients. · Provide customized wealth management ...

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. · ...

+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 acquiring preferred clients (HNI/Ultra HNI), maintaining client relationships and generating AUM from preferred clients. · ...

The Wealth Manager will be responsible for acquiring managing growing HNI UHNI client relationships with focus on long-term wealth creation delivering comprehensive investment advisory services achieving AUM targets ensuring high-quality client servicing through consultative appr ...

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

We are seeking a highly analytical and detail-oriented Content Analyst to join our ACM EMEA team. As a Content Analyst, you will be responsible for preparing regular fund updates, providing market commentary to PWM sales teams, and creating data analytics around private equity fu ...

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

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. · ...

Wealth manager with experience in managing high net worth clients and growing their assets under management. · Develops and maintains relationships with clients to provide investment advisory services across various products. · ...

Wealth Manager: Identify, acquire and maintain high net worth client relationships. Ensure high-quality customer service and post-sales support to strengthen customer relationships. · ...