Wealth Management - Bengaluru, Karnataka

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 ...

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. · ...

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 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 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 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 ...

This role is for one of the Weekday's clients. 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 comprehensive investment advisory services, achieving ...

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

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

Wealth Manager Job Description · Key Responsibilities: · Create daily work plans prioritizing leads based on Wealth Advisory funnel importance and size. · Match clients with suitable investment goals using wealth advisory products. · ...

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 ...

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 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 responsible for acquiring preferred clients and managing their investment portfolios. Key responsibilities include generating and managing AUM across mutual funds, PMS, structured products and alternate investment products. · Acquire Preferred Clients (Affluent & S ...

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. ...

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. · ...

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. · ...

+Leading AMC is hiring for Wealth Manager to manage and grow AUM of Equity Mutual Funds through an assigned book of Direct / HNI / UHNI clients. · ...