1 Philanthropic Planning Jobs

Setup a job Alert
JobPe aggregates results for easy application access, but you actually apply on the job portal directly.

Creddinv logo
Senior Wealth Manager-Premium Creddinv

7.0 - 11.0 years

0 Lacs

karnataka

On-site

As a Senior Wealth Manager - Premium at Creddinv Technologies, your role will involve managing and growing a portfolio of High Net-Worth Individual (HNI) and Ultra HNI clients by offering personalized wealth management solutions. You will be responsible for building and maintaining strong, long-term relationships with clients through regular reviews and proactive communication. Additionally, you will conduct in-depth portfolio reviews, asset allocations, and investment strategies to optimize client returns. Managing complex family wealth, including philanthropic planning, succession planning, and risk management, will be a key part of your responsibilities. Your ability to drive new client a...

Posted 3 weeks ago

AI Match Score
Apply
cta

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.

Job Application AI Bot

Job Application AI Bot

Apply to 20+ Portals in one click

Download Now

Download the Mobile App

Instantly access job listings, apply easily, and track applications.

Google Play App Store

Featured Companies

View All Companies