Hiring For a Wealth Manager - Thane

This is a full-time on-site role based in Thane for a Wealth Manager providing financial planning and investment management services tailored to individual client needs. · Expertise in Financial Planning and creating detailed financial strategies · Strong knowledge and experience ...

We are seeking experienced 3* Relationship Managers* with a strong background in financial product sales and wealth management. The role focuses on acquiring, and managing investors for Pre-IPO, Private Equity, · and Wealth Management solutions. · Bachelor's degree in Finance, Co ...

We are seeking an experienced Branch Manager to lead and scale our wealth management operations at the branch level. · ...

Wealth Relationship Manager for HNI and ultra HNI clients to assist in achieving short term and long term investment goals via profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products. · ...

WealthTrust Capital Services is a boutique wealth management and financial planning firm dedicated to helping individuals and families achieve their long-term financial goals with clarity and confidence. With a research-driven approach and commitment to transparency, integrity, · ...

The Wealth Manager (Family Office) will act as the primary liaison between the Family Office and its client families. · This role is responsible for onboarding new clients and managing relationships with high-net-worth families, · understanding their unique needs, and ensuring th ...

Wealth Manager at Company in Mumbai · Opportunity to work with a dynamic team specializing in distressed assets and special situations. · ...

Wealth Manager at Great Value Capital (GVC) in Mumbai. · A Category-II Alternative Investment Fund operating in distressed assets with an impressive AUM of INR 2,500 Cr. · Key Responsibilities:Fundraising efforts with a target of INR Cr. · Build relationships with High Net Worth ...

Wealth Relationship Managers focus on managing and deepening relationships with high-net-worth customers through telephonic and digital engagement. · ...

The Wealth Relationship Manager role focuses on managing and deepening relationships with Privy and Solitaire segment customers through telephonic and digital engagement.Maintain regular engagement to strengthen relationships and reduce attrition. · Handle a portfolio of high-net ...

The Solitaire VRM Support role focuses on managing and deepening relationships with Privy and Solitaire segment customers through telephonic and digital engagement. · ...

A Wealth Manager at Shriram Life Insurance focuses on driving sales of annuity and investment products by providing financial planning advice to clients managing portfolios and building long-term relationships. · ...

A chance to step into a sales career in one of the leading private life insurance companies in India. Work with Top 5 companies and enjoy working in India. · ...

We are seeking a highly skilled and motivated Mutual Funds & AIF Specialist/Manager to join our dynamic investment team. · Oversee the management of mutual fund portfolios and AIF products. · Analyze market trends, economic data, and financial reports to inform investment decisio ...

A leading India-based asset management firm offering comprehensive investment solutions to high-net-worth clients. · ...

Motilal Oswal Private Wealth delivers expert wealth management services through a research-based approach and open architecture framework. · ...

Wealth Managers represent Fincart, helping clients plan and achieve their financial goals. · ...

This is a full-time Wealth Manager role located in Mumbai. The Wealth Manager will be responsible for providing financial planning services and managing client portfolios. · ...

This is a full-time Wealth Manager role located in Mumbai. Responsibilities include providing tailored financial advice managing investment portfolios creating financial plans and addressing clients wealth preservation and growth needs. · Proficiency in Financial Planning and str ...

Wealth Manager for renowned AMC in Bank Channel Mumbai to manage and grow relationships with existing HNI and UHNI clients with Mutual Funds PMS AIFs and alternate asset strategies. · ...