Wealth Manager - Pune, Maharashtra

The purpose of the job is to build and nurture strong relationships with high-net-worth clients. · ...

This is a full-time on-site role for a Wealth Manager. The · Wealth Manager will work closely with clients to develop customized financial and investment strategies, · provide expert advice on wealth preservation, and oversee portfolio management. · Proficiency in Financial Plann ...

A wealth manager analyzes a client's financial situation to create personalized plans for investment and retirement. · Client relationship management: Build and maintain client relationships by understanding their financial goals. · Financial planning: Develop comprehensive, cust ...

This is a full-time on-site role located in Pune for a Wealth Manager. The Wealth Manager will be responsible for providing financial planning and investment management services to clients, · Proficiency in Financial Planning and Investment Management · Strong knowledge of Invest ...

Manage HNI/Ultra-HNI portfolios by offering wealth, investment, insurance, and CASA solutions. · Drive acquisition, · ...

This is a full-time role for a Wealth Manager based in Pune offering financial planning and investment management services tailored to meet client needs. · Responsibilities include providing expert advice on mutual funds, insurance, and other financial solutions, building long-te ...

We are seeking an experienced and highly trusted Wealth Manager to manage and oversee the personal and family investments of the Founder through a dedicated Family Office. · Develop and execute comprehensive wealth management strategies aligned with the Founders financial goals. ...

The Wealth Manager will acquire new clients with open market skills to effectively communicate interact and work with individuals and groups. · The role involves acquiring HNI and Ultra HNI clients ready to accept a challenging role requiring interpersonal skills pre-offer letter ...

This is a full-time on-site role for a Wealth Manager located in Pune. The Wealth Manager will be responsible for NCA and managing investment portfolios evaluating financial and insurance products. ...

Acquire and onboard high-net-worth retail clients using prior industry connects and networking. · ...

Job Summary: · The Relationship Manager will be responsible for building a strong client book with existing affluent and super-affluent clients. · Maintaining client relationships and generating AUM from preferred clients. · ...

Wealth manager conducting research and analysis to support investment decisions. · Conducting research and analysis on equity markets to inform investment decisions. · ...

This is a full-time role for a Wealth Management Advisor based in Pune. The advisor will assist clients in managing their financial portfolios and provide expert advice on investment opportunities. · Financial Planning and Retirement Planning skills. · Proficiency in Investments ...

+Job summary · Wealth Relationship Manager manages HNI clients and offers investment solutions. · +Responsibilitiesdrives revenue through cross-selling mutual funds insurance and deposits · ...

+We are seeking a full-time Associate - Wealth Management to join our on-site team in Pune. · +Proficiency in Financial Planning and Finance principles to analyze and develop client-specific strategies · Strong expertise in Investment Management and Investments to assist in creat ...

Wealth Relationship Manager will cater to clients investment needs by providing them research based advice in Mutual Funds, Insurance, PMS, AIFs, Bonds and other wealth offerings. · ...

+Utilize financial acumen and investment expertise to assess client portfolios, · collaborate with the Research and Advisory team, and deliver tailored · investment solutions aligned with client goals. · +Achieve product-specific and cross-selling targets based on demographic,lif ...

Job summary · Wealth Management Solution Architect in BFSI Industry Solutions Group, · requiring 15-20 years of experience with expertise in Wealth Management domain and knowledge of concepts such as Client onboarding, Relationship 360-degree summary view etc. · Proven track reco ...

The Investment Counsellor / Private Wealth Manager plays a vital role in providing investment advice and curated solutions to HNI/Ultra HNI clients. · Mandatory certifications must be acquired as per the Industrial Certification policy of the Company. · ...

Lumos Partners simplifies wealth management while empowering clients to achieve financial independence. · Assisting clients with financial planning · Providing insights on investment strategies/li> ...