267 Private Wealth Jobs

PCG CH Sales (Ahmedabad) Cluster Manager/Team Leader HNI Sales SUMMARY: - The Cluster Manager-Wealth is the ultimate face of the business. (S) He is going to be the responsible for generating business from the client with the help of team. (S) He would be responsible for acquiring High Net Worth relationships and managing a team of 8-10 RMs & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Team handling experience of atleast 6 peoples Cluster Managers with prior exper...

Responsibilities: Manage $10 million+ client portfolios Acquire new ultra-high net worth clients Handle existing HNIs with discretion & expertise Collaborate on mutual fund & PMS solutions Annual bonus Provident fund

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Location: Bangalore / Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA 45 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned Relationship Manager for our Private Wealth Division . The role involves managing relationships with Ultra High Net Worth Individuals (UHNI), offering customized investment and wealth creation strategies through products like PMS and AIF. If you have a strong client network and proven experience managing large portfolios, this is a high-impact opportunity to grow your career with a market leader. Key Responsibilities Acquire and manage UHNI clients (net...

Role & responsibilities Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 55, 75 , 100 Lacs TPP and Banking Targets Individual PBG Targets across TPP (40%) Ensure targets given at absolute level are met - Measured by achievement over target Banking Targets Individual (10%) - Ensure banking targets are met with of focus on defined income objectives - Ensure base penetration is done with all relevant products Customer level profitability objectives to be met self and team (10%) Minimum objectives of Rs 1,00,000 per customer from 75% of the self-base for RM and self & team level for Senior RM AUM Growth objectives to be met self and team (10%) Minimum objective 10% growth in AUM for s...

We are currently hiring for Private Assets for a Global Bank India, Location Bangalore . It is a British multinational universal bank and financial services holding company. Role - Private Asset Experience - 0 Freshers Qualification -MBA Location - Bangalore Job Type - permanent Role purpose (overall high level summary of the role) To lead and manage Alternate/Private Asset Funds Process Plan. Promote relentless focus on service quality across Private Assets Fund Accounting Operational disciplines Management of operational processes to meet or exceed service level requirements Accountable for continuous process improvement of existing processes and migration of new functions from the Country...

Identify & attract HNI/UHNI clients Sell in-house PMS and third party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Equities, Commodities, and Currency Achieve set targets for client acquisition, business volume, and AUM Required Candidate profile Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+ Expertise in PMS investment products. Excellent interpersonal skills

Role & responsibilities To build and manage relationships with UHNI's in designated location including family offices and Corporates. To think strategically about building and scaling up a client relationship management platform To understand the nuances of each product and strategy and build investor portfolio accordingly To conceptualise and deliver quality advise and excellent investor service Continuously explore referencing and cross selling opportunities across the various investment management products of the firm Preferred candidate profile Professional with a proven track record, with >5 years of relevant experience having worked with Wealth Management firms / Corporate Banking role...

A Private Wealth Manager will focus on acquiring High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) clients. Key Responsibilities: Sales Of PMS, AIF, and investment products. Client Acquisition Sales & Advisory Relationship Building

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Role & Responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Cater to investment needs of mass affluent clients by recommend in products like MF, PMS ,AIF, Bonds,Direct Equity and Equity Advisory Products Meet the required AUM , investor acquisition and AUM targets for given area.Joint calls with branch team Required Candidate profile To give your full involvement to support clients to maintain long-term relationship with them. Daily meetings with clients.Candidate should have experience on PMS,Mutual Fund, AIF & Insurance product

Job Specifications Role Designation: Sr RM/RM Investment Products Department: Investment Products Function: Sales/Wealth Management Company: MOFSL Reporting to: Cluster Manager Location: Delhi, Noida, Mumbai Job Purpose The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for ...

Experience: Proven experience in sales and client acquisition, with a focus on managing AUM of 20 crores+. Product Knowledge: Expertise in PMS and key investment product

Customer account opening & KYC verification Handling banking operations and back-office activities Assisting customers with transactions and services Cross-selling banking products Maintaining customer relationships and service quality Required Candidate profile Good communication skills in English and Tamil Basic knowledge of MS Office and banking operations Willing to work in sales or operations department Immediate joiners preferred

Responsibilities: * Manage portfolio of high net worth clients * Acquire new HNIs through networking & relationship building * Provide private banking services with focus on wealth management

Sales & Business Development Executive Wealth & Investment Solutions Company: Jones Group of Companies (Jones Asset Management & Jones Elite Logistics) Location: Bangalore Openings: 34 Department: Investment & Business Development About the Company Jones Group of Companies, comprising Jones Asset Management and Jones Elite Logistics (JEL), is a Bengaluru-based conglomerate offering a diverse range of services across logistics, asset management, and investment solutions. With a strong focus on technology, sustainability, and financial growth, we deliver excellence through innovation and trusted client partnerships. Role Overview We are seeking energetic and target-driven professionals to join...

Customer account opening & KYC verification Handling banking operations and back-office activities Assisting customers with transactions and services Cross-selling banking products Maintaining customer relationships and service quality Required Candidate profile Good communication skills in English and Tamil Basic knowledge of MS Office and banking operations Willing to work in sales or operations department Immediate joiners preferred

Key Responsibilities Proactively identify, approach and acquire prospective clients for mutual fund schemes and other investment products. Understand client financial goals, risk-profile and investment requirements; recommend appropriate mutual fund schemes. Cross-sell other financial products (e.g., equities, insurance, demat/trading accounts) in coordination with the overall distribution business. Achieve monthly/quarterly sales targets for mutual fund AUM and number of clients onboarded. Maintain and grow relationships with existing clients: follow up, periodic reviews, portfolio-updates and service enquiries. Leverage market research, product updates and competitor intelligence to brief ...

Hi, Opening in Leading Bank for PRIVATE WEALTH Bangalore & Rest of Karnataka Designation: Private Banker or Partner (Individual Role) Location: Bangalore, Hubli, Bijapur, Belgaum, Mangalore, Hospet, Mysore, CTC: 30Lacs to 45Lacs ( age limit up to 45 years) Key Responsibilities: This role is instrumental in acquisition of HNI & UHNI clients and building the relationship with the bank. They have to sell Investment & Insurance & other bank products to Private Banking clients to generate fee income Roles & responsibilities: Nurture and manage end to end customer relationships by fulfilling all their banking needs through wealth solutions provided by Bank. Provide a seamless banking experience fr...

JOB DESCRIPTION Manage portfolio of clients, provide tailored financial planning and investment advisory services across multiple asset classes. Engage clients to understand their financial goals and conduct regular portfolio reviews. Support senior managers in growth strategies and drive business development through client acquisition. Role and Responsibilities • Manages portfolio of clients, providing comprehensive financial planning and investment advisory services. • Proactively engage with clients to assess their financial goals, risk appetite, and investment preferences. • Offer tailored investment solutions across asset classes, including equity, debt, MF, PMS, insurance, and structur...

Role & responsibilities Acquire UHNI clients to the bank Work with the product team to develop a comprehensive wealth management solution for client needs Follow compliance requirements Preferred candidate profile Experienced private banker with AUM in excess of 500 Crores from UHNI clients.

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences