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 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, · ...

We are looking for an experienced Wealth Manager to manage and grow a high-net-worth client by offering comprehensive financial planning and investment solutions. · ...

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. · ...

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 will be responsible for acquiring & advising HNI clients Leads of Affluent & Super Affluent client base from the existing pool of clients within the company will be given Build up sales funnel via Client Meetings or F2F Presentations to clients Conduct seminars wor ...

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

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

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 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 ...

+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. · ...

+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 ...

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

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 ...

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. · ...

We are hiring for leading AMC for multiple locations.Wealth ManagerExperience 3+yrsHandling hni and unhi clients handling a portfolio of minimum · 100cr+. ...