Wealth Manager - Gurugram

We are looking for an accomplished Senior Wealth Management Professional with strong leadership capabilities to drive client acquisition AUM growth and revenue expansion. · Analyze financial information and develop customized wealth strategies for clientsDrive AUM growth and achi ...

BellWether Associates aims to serve as a dedicated Personal CFO providing tailored financial solutions to meet unique goals needs and risk tolerance of each client. · ...

Achieve revenue goals through various methods like cold calling networking or meetings execute sales strategies to achieve business targets sell wealth management products like mutual funds insurance stock broking PMS AIF · ...

BellWether Associates aims to serve as a dedicated Personal CFO providing tailored financial solutions to meet unique goals needs and risk tolerance of each client. · ...

We seek to add an aspirational and diligent wealth management professional with prior work experience of 2-7 years to our team to help with deepening our existing relationship with clients. · ...

We are looking for finance professionals with a strong foundation in capital markets and investment products to join a backend operations and research role supporting wealth management and investment advisory functions. · ...

We are looking for an Wealth Manager to join our team in Gurgaon. · Build, manage, and deepen long-term relationships with HNI / UHNI clients. · ...

Wealth manager to lead multi-product distribution, drive sales growth, and expand AUM across retail, HNI, Ultra-HNI, Family Office, and institutional segments. · Acquire and manage a portfolio of HNIs/UHNIs Retail Affluent. · Prospect onboard investment distributors IFAs to expan ...

Wealth Manager AIF & PMS to lead multi-product distribution, drive sales growth, · and expand our AUM across retail, HNI, Ultra-HNI, Family Office, · and institutional segments.Aquire and manage a portfolio of HNIs/UHNIs, · Prospect and onboard investment distributors / IFAs to e ...

We are seeking a high energy individual who understands the Wealth management space and is looking to be part of a founding team that will define the next Generation Wealth Management company.Manages 4–6 RMs and ensures advisory quality, productivity, compliance and client satisf ...

Wealth Manager Manage and scale a dedicated book of approximately 150 HNI clients with a current AUM (non CASA or Real-Estate) of ₹120–150 Crores. · ...

Wealth management company seeks motivated individual to join team and take up responsibilities.We are looking for a dynamic Wealth Manager AIF & PMS to lead multi-product distribution, drive sales growth, and expand our AUM across retail, HNI, Ultra-HNI, Family Office, and instit ...

We are a new wealth management venture designed to serve Indias affluent segment who have significant investable surplus money. · ...

Position:  Wealth Manager · Exp: 3+ Years · Working Mode: WFO, 5 Days · Location: Gurgaon & Mumbai · Job Overview:  · The Wealth Manager will be responsible for acquiring, managing, and growing a portfolio of High-Net-Worth (HNI), Ultra-High-Net-Worth (UHNI), Retail Affluent, and ...

Wealth manager to advise clients across equity & fixed income: Mutual Funds, PMS etc. Manage customized portfolios aligned with goals, risk & investment horizon. · Holistic financial plan: preservation, tax & succession ...

We are looking for a wealth manager to join our team in the next phase of our growth. · Understand clients' risk appetite and financial goals · Develop relationships with new clients and conduct meetings to manage their investment portfolios · ...

We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives.The ideal candidate will have extensive knowledge of alternative investments, strong leadership skills, and the ability to develop and manage client relationships. · Must have his ...

We are looking for a wealth manager to join our team in the next phase of our growth. · ...

We are a boutique setup with a strong and dedicated team from a rich educational and professional background. Currently, we are looking for a wealth manager to join our team in the next phase of our growth. · ...

We are seeking an experienced AIF Manager to lead our Alternative Investment Fund (AIF) initiatives.The ideal candidate will have extensive knowledge of alternative investments, · strong leadership skills, · and the ability to develop and manage client relationships. · ...