Private 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. · ...

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 ...

Wealth Manager role involves implementing integrated plans for wealth creation, preservation and enhancement through in-depth client analysis. · Implementing integrated plans for wealth creation,preservation and enhancement. · Showcasing product suite to existing clients and grow ...

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

+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 ...

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, and growing HNI/UHNI client relationships with a focus on long-term wealth creation. · 5–6 years of experience in wealth management, · ...

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 ...

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. · ...

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. · ...

+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. ...

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 ...

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 ...

Wealth RM in Bangalore manages liabilities & investment business from branch/retail customers. · ...

Wealth Manager Key Responsibilities-Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation and relationship management.Develop and maintain an AUM of INR 50 Cr and above.- Provide end-to-end investment advisory services across equity, mutual funds, PMS, AIF ...

Wealth Manager. Acquire and manage HNI/UHNI clients with a focus on long-term wealth creation. · Develop an AUM of INR 50 Cr and above. · Achieve revenue targets through effective client relationship management. · Candidate Profile-5-6 years of experience in wealth management,Pro ...

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

+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. · ...

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 ...

The job involves managing high-net-worth individual clients for long-term wealth creation and relationship management. · ...