Role Description This is a full-time on-site role for a Wealth Relationship Manager (Associates), located in Chennai. The Wealth Relationship Manager will be responsible for managing client relationships, providing investment advice, conducting financial planning, and assisting clients with wealth management needs. The role involves daily interaction with clients, understanding their financial goals, and creating tailored investment strategies. The Wealth Relationship Manager will also be responsible for maintaining up-to-date knowledge of financial products, market trends, and regulatory requirements. Qualifications Experience in managing client relationships and wealth management. Knowledge of investment products, market trends, and financial planning. Strong analytical, problem-solving, and decision-making skills. Excellent communication and interpersonal skills. Ability to build and maintain trust with clients. Relevant financial certifications are a plus. Bachelor's degree in Finance, Economics, Business, or related field. Show more Show less
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager, located in Chennai. The Private Wealth Manager will be responsible for providing specialized financial advice and planning to clients, including financial planning and estate planning. Daily tasks include assessing clients' needs, developing investment strategies, managing portfolios, and providing ongoing advice to ensure clients' financial goals are met. The role also involves staying updated with financial market trends and ensuring compliance with financial regulations. Qualifications Skills in Financial Planning and Estate Planning Certified Financial Planner (CFP) certification Experience in Investment Management and Finance Strong analytical and problem-solving skills Excellent interpersonal and communication skills Ability to build and maintain client relationships Bachelor’s degree in Finance, Economics, or a related field Professional designation such as CFA (Chartered Financial Analyst) is a plus Show more Show less
The ideal candidate will be responsible for gaining a deep understanding of the clients' Wealth Management objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their Wealth Management objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 7-10years' of client relationship experience Ability to manage multiple clients Strong communication and interpersonal skills AUM book Show more Show less
Role Description This is a full-time, on-site role located in Chennai for a Private Wealth Manager. The Private Wealth Manager will be responsible for providing comprehensive financial planning and estate planning services, managing investments, and delivering tailored financial advice to clients. This role involves liaising with clients to understand their financial objectives, developing personalized financial plans, and continuously reviewing and adjusting these plans as needed. The Private Wealth Manager will also stay informed about market trends and regulatory changes to provide the most current and effective advice. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner designation Investment Management and Finance expertise Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently Master's degree in Finance, Economics, or a related field Experience in wealth management or financial advisory roles Show more Show less
Company Description We suggest you enter Company Description here. Role Description This is a full-time on-site role for Market Heads Private Banking (Min. 15yrs+ Exp.) and Private Relationship Managers (Min. 10yrs Exp.) at FundsIndia Private Wealth, located in Hyderabad. The role involves day-to-day tasks related to Business Relationship Management, Finance, Private Banking, Team Leadership, and Portfolio Management. Qualifications Business Relationship Management and Team Leadership skills Finance and Portfolio Management skills Private Banking expertise Strong communication and interpersonal skills Bachelor's degree in Finance, Business, or related field Experience in Private Banking/Wealth Management is a must
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for an Associate Partner located in the Mumbai Metropolitan Region. The Associate Partner will be responsible for building and maintaining client relationships, managing portfolios, identifying new business opportunities, and providing financial advisory services. The role also involves analyzing market trends, developing investment strategies, and ensuring regulatory compliance. Qualifications Strong client relationship management and portfolio management skills Experience in financial advisory services and investment strategy development Ability to analyze market trends and identify new business opportunities Excellent communication, negotiation, and interpersonal skills Knowledge of regulatory requirements and compliance in the financial sector Ability to work effectively in a dynamic team environment Bachelor's degree in Finance, Economics, Business Administration, or a related field Professional certifications such as CFP, CFA, or similar are a plus
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing financial planning and investment management services to high-net-worth clients. Day-to-day tasks include developing personalized financial plans, managing investment portfolios, and offering advice on estate planning and tax strategies. The role also requires continuous monitoring of clients' financial situations to ensure their goals are being met. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner (CFP) certification Investment Management and Finance skills Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to work independently and manage multiple client accounts Master's degree in Finance, Economics, or related field Experience in wealth management or financial advisory roles is a plus
Company Description We suggest you enter details here. Role Description This is a full-time, on-site role for a Private Wealth Manager located in Visakhapatnam. The Private Wealth Manager will be responsible for providing financial planning and estate planning services, managing investments and working closely with clients to develop personalized wealth management strategies. Daily tasks will include client consultations, portfolio management, financial analysis and continuously monitoring financial markets and client portfolios to ensure optimized financial outcomes. Qualifications Skills in Financial Planning and Estate Planning Experience in Investment Management and Finance Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to work independently and as part of a team Bachelor's degree in Finance, Economics, Business or a related field Experience in wealth management or financial services is highly preferred
10 + Years in Wealth Management,Strong client base/relationship.
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing financial planning and investment management services to high-net-worth clients. Day-to-day tasks include developing personalized financial plans, managing investment portfolios, and offering advice on estate planning and tax strategies. The role also requires continuous monitoring of clients' financial situations to ensure their goals are being met. Qualifications Financial Planning and Estate Planning skills NISM Series V-A certification Investment Management and Finance skills Strong analytical and problem-solving abilities Excellent interpersonal and communication skills Ability to work independently and manage multiple client accounts Master's degree in Finance, Economics, or related field Experience in wealth management or financial advisory roles
You will be responsible for managing the wealth of clients located across various geographies. We are seeking qualified Wealth Managers to join our team. If you are interested or have a known reference, you can associate with us.,
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Principal at FundsIndia Private Wealth, located in Hyderabad. The Principal will be responsible for leading and managing client relationships, developing strategic financial plans, providing investment advice, and ensuring compliance with regulatory requirements. They will also oversee the performance of the wealth management team and collaborate with other departments to enhance service offerings. Regular tasks include monitoring market trends, conducting financial analyses, and preparing detailed reports for clients. Qualifications Strong leadership and team management skills Expertise in financial planning, investment strategies, and market analysis Excellent client relationship management skills and a client-first approach Proficiency in regulatory compliance and risk management Outstanding written and verbal communication skills along with presentation skills Ability to work independently and collaboratively with cross-functional teams Relevant industry certifications (e.g., CFA, CFP) and a Bachelor's or Master's degree in Finance, Business Administration, or a related field Experience in wealth management or a similar financial services domain
Job Description: You will be joining our team as a full-time Wealth Relationship Manager based in Chennai. As a Wealth Relationship Manager, your primary responsibilities will include managing client relationships, offering financial advice, and suggesting investment strategies. Your role will require you to conduct detailed financial analyses, understand client requirements, and provide tailored wealth management solutions. Additionally, you will be expected to keep abreast of market developments, ensure regulatory compliance, and collaborate effectively with team members. To excel in this role, you should possess strong relationship management and communication abilities. Prior experience in financial analysis, investment strategies, and wealth management will be crucial. A good understanding of market trends and regulatory requirements is essential. The role will also require you to work well within a team environment. Possessing certifications in financial planning or wealth management such as CFP or CFA would be advantageous. Previous experience in the finance or wealth management sector, coupled with a Bachelor's degree in Finance, Economics, Business, or a related field, will be beneficial.,
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients' financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service. Qualifications Financial Planning and Investment Strategy skills Relationship Management and Client Servicing skills Knowledge of Financial Products and Market Trends Excellent Communication and Interpersonal skills Strong Analytical and Problem-Solving abilities Proficiency in relevant financial software and tools Relevant certifications such as CFP, CFA are a plus Bachelor's degree in Finance, Economics, or related field
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients' financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service. Qualifications Financial Planning and Investment Strategy skills Relationship Management and Client Servicing skills Knowledge of Financial Products and Market Trends Excellent Communication and Interpersonal skills Strong Analytical and Problem-Solving abilities Proficiency in relevant financial software and tools Relevant certifications such as CFP, CFA are a plus Masters degree in Finance, Economics, or related field
Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager located in Chennai. The Private Wealth Manager will be responsible for providing personalized wealth management, investment advice, and financial planning services to clients. Day-to-day tasks include assessing clients financial goals, developing and implementing investment strategies, conducting regular portfolio reviews, and staying updated on financial markets and products. The role involves building and maintaining strong relationships with clients, ensuring their financial objectives are met, and providing exceptional customer service. Qualifications Financial Planning and Investment Strategy skills Relationship Management and Client Servicing skills Knowledge of Financial Products and Market Trends Excellent Communication and Interpersonal skills Strong Analytical and Problem-Solving abilities Proficiency in relevant financial software and tools Relevant certifications such as CFP, CFA are a plus Masters degree in Finance, Economics, or related field
Job Description: Role Overview: As a Wealth Manager, you will be responsible for managing the financial portfolios of clients across various geographies. Your main objective will be to help clients achieve their financial goals through strategic investment planning and wealth management. Key Responsibilities: - Build and maintain client relationships by understanding their financial needs and providing suitable investment advice - Analyze market trends and economic indicators to make informed investment decisions - Develop customized financial plans for clients based on their risk tolerance and investment objectives - Monitor and review client portfolios regularly to ensure they are aligned with the client's financial goals - Stay updated on the latest financial products and services to offer the best solutions to clients Qualifications Required: - Bachelor's degree in Finance, Economics, or a related field - Professional certification such as CFA, CFP, or equivalent is preferred - Proven experience in wealth management or financial advisory roles - Strong analytical skills and attention to detail - Excellent communication and interpersonal skills to build and maintain client relationships Please share your interest or refer qualified candidates to join our team of Wealth Managers.,
Company Description FundsIndia Private Wealth is a leading investment platform in India, known for offering innovative and seamless investment solutions. With a focus on leveraging advanced technology and a client-first approach, FundsIndia Private Wealth provides a wide range of opportunities for investors across the country. The platform combines personalized advisory services with cutting-edge digital tools designed to enhance investment outcomes. FundsIndia Private Wealth is committed to delivering superior financial experiences and promoting the financial well-being of its clients. Role Description This is a full-time on-site role for a Private Wealth Relationship Manager based in Madurai. The role involves building and managing long-term relationships with high-net-worth individuals (HNIs), providing personalized financial planning and wealth management services. Key responsibilities include creating tailored investment strategies, advising on estate planning, managing client portfolios, and identifying and capitalizing on investment opportunities. The Private Wealth Relationship Manager will play a critical role in helping clients achieve their financial goals and objectives. Qualifications Proficiency in Financial Planning and Estate Planning Strong skills in Investment Management and Finance Exceptional communication, interpersonal, and relationship management abilities Proven experience in private wealth management, with a client-focused approach Bachelor's degree in Finance, Economics, Business Administration, or a related discipline Willingness to work on-site in Madurai
Company Description FundsIndia Private Wealth is India's leading investment platform, dedicated to providing seamless financial solutions tailored to investors' needs. Leveraging cutting-edge technology, the company offers innovative and personalized advisory services to deliver superior investment experiences. By focusing on an investor-centric approach, FundsIndia Private Wealth ensures financial well-being and growth for individuals across various investor segments. The platform empowers investors with robust digital tools and a commitment to excellence in wealth management. Role Description This is a full-time on-site position based in Chennai for a Wealth Acquisition Manager at FundsIndia Private Wealth. In this role, you will focus on acquiring and managing high-net-worth clients by understanding their investment goals and providing tailored financial solutions. Responsibilities include identifying potential clients, building strong relationships, offering expert financial advice, and ensuring the growth of client portfolios. Additionally, the role requires active collaboration with internal teams to optimize client experiences and enhance long-term satisfaction. Qualifications Strong financial acumen knowledge of investment products, and wealth management strategies Excellent communication, relationship-building, and client engagement skills Proven expertise in sales, business development, and client Acquisition Proficiency in financial technologies and tools related to wealth management Proactive attitude, ability to meet targets, and a client-focused approach Bachelor's or advanced degree in Finance, Business, Economics, or a related field Prior experience in wealth management, banking, or financial services under sales is an added advantage
Company Description FundsIndia Private Wealth is India's leading investment platform, dedicated to providing seamless financial solutions tailored to investors needs. Leveraging cutting-edge technology, the company offers innovative and personalized advisory services to deliver superior investment experiences. By focusing on an investor-centric approach, FundsIndia Private Wealth ensures financial well-being and growth for individuals across various investor segments. The platform empowers investors with robust digital tools and a commitment to excellence in wealth management. Role Description This is a full-time on-site position based in Chennai for a Wealth Acquisition Manager at FundsIndia Private Wealth. In this role, you will focus on acquiring and managing high-net-worth clients by understanding their investment goals and providing tailored financial solutions. Responsibilities include identifying potential clients, building strong relationships, offering expert financial advice, and ensuring the growth of client portfolios. Additionally, the role requires active collaboration with internal teams to optimize client experiences and enhance long-term satisfaction. Qualifications Strong financial acumen knowledge of investment products, and wealth management strategies Excellent communication, relationship-building, and client engagement skills Proven expertise in sales, business development, and client Acquisition Proficiency in financial technologies and tools related to wealth management Proactive attitude, ability to meet targets, and a client-focused approach Bachelor's or advanced degree in Finance, Business, Economics, or a related field Prior experience in wealth management, banking, or financial services under sales is an added advantage