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 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 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. · ...

+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. · ...

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. ...

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. · ...

+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 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. · ...

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 ...

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. · ...

Wealth manager for HNI/UHNI clients with focus on long-term wealth creation and relationship management. · AUM of INR 50 Cr and above. · Investment advisory services across equity, mutual funds etc. · ...

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. · ...

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 ...

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 ...

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 for Chennai and Bangalore location leading investment company. · Selling Equity based investment products. · Identifying customer needs and providing investment options. · Achieving targets as assigned by the organization on a monthly basis. · ...

Job summary: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 advice to a wide range of ...

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