Wealth Relationship Manager Wise Finserv

3.0 - 7.0 years

0 Lacs

uttar pradesh

On-site

As a Wealth Relationship Manager in Kanpur & Lucknow, your role will involve client acquisition, financial planning, and portfolio management. You will focus on delivering customized, tax-efficient investment strategies to meet client goals. Candidates with professional certifications such as CFP, CWM, or CFA will have an added advantage. Key Responsibilities: - Client Acquisition & Planning: Acquire new clients and generate fee income by creating tailored financial plans and managing portfolios aligned to client goals and risk profiles. - Asset Allocation Strategy: Analyze client information and design optimal asset allocation strategies suited to individual requirements. - Ongoing Advisory...

Posted 1 week ago

AI Match Score

Apply

Account Manager Self-employed

0.0 - 4.0 years

0 Lacs

hyderabad, telangana

On-site

Job Description: As a recent graduate with a Bachelor of Arts degree, you are enthusiastic about starting your career and are actively looking for opportunities to kickstart your professional journey. Your strong educational background has equipped you with the knowledge and skills needed to excel in a practical work environment. Your eagerness to learn, grow, and positively contribute to a dynamic work setting makes you a promising candidate for entry-level positions in different industries. Key Responsibilities: - Apply the knowledge and skills acquired during your academic studies in practical work scenarios. - Learn and adapt to new tasks and responsibilities in a professional environmen...

Posted 1 month ago

AI Match Score

Apply

Manager, Finance Operations Priceline

5.0 - 9.0 years

0 Lacs

maharashtra

On-site

The Manager, Finance Operations at Priceline plays a crucial role in the organization, utilizing strong analytical and problem-solving skills to address various financial issues. You will onboard new suppliers to financial systems, monitor and troubleshoot settlement and reporting data discrepancies, and provide ad hoc reports for different departments. Collaborating closely with the FinOps team, you will assist in creating standard procedure documentation and conducting training sessions. Additionally, as a people manager, you will prioritize the well-being and development of your team members, fostering a positive work environment. To excel in this role, you should have working experience ...

Posted 1 month ago

AI Match Score

Apply

Associate Cost Controller, P2P Maersk

3.0 - 7.0 years

0 Lacs

pune, maharashtra

On-site

The professional stream includes individuals who are individual contributors with a primary focus on applying technical or discipline knowledge rather than managing people to achieve results. While coaching or mentoring less experienced staff, informal supervisory responsibilities, and overseeing the work of other lower-level professionals or managing processes and programs are common. Individual work within this stream ranges from setting objectives and delivering on one's own work responsibilities to becoming a leading expert within a specific field and influencing the long-term tactical decisions of the organization. Progression within this stream reflects an increasing depth of professio...

Posted 1 month ago

AI Match Score

Apply

Start Your Job Search Today

Browse through a variety of job opportunities tailored to your skills and preferences. Filter by location, experience, salary, and more to find your perfect fit.