208 Private Wealth Jobs - Page 2

Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, and AUM. Desired Profile: Key Inv...

Acquire, manage and advise HNI Clients in all asset classes like Debt, Alternate Assets, Equity Broking, Mutual Funds, PMS, PE, Bonds, Structured Products etc. Generate leads and develop prospects, network to identify referrals to new clients Understand investment/financial needs, risk appetite of the client to create and manage a long term Asset Allocation plan. Identify and execute on new business opportunities with existing clients. Handle the clients investment portfolio, providing financial research, accurate information and tailor made financial solutions. Generating AUM of 100X trail book. Generating minimum of 2X revenue per month

Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM. Must have good communication skills. Required Candidate profile Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM.

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) Interested please call MAHEK 9137263337 and drop resume at quotientconsultancy@gmail.com Understanding the financial need & risk appetite of the client & recommend suitable products from the array of financial products Mutual Fund, PMS, AIF, PE, Bonds, Structured Products, Direct Equity, Life Ins, Gen Ins, etc. Job Role - Providing financial solutions for high net worth clients. Monitor financial market trends to ensure that client plans are responsive. Must ensure the growth of AUM / Book Size Responsible for achieving targets based on acquisition and revenue generation through investment products. Pro...

Role & responsibilities Connecting with HNW, Family offices and Investment funds, Building a reliable network Formulating customized pitch for the investors Pitching company assets to the investors Closure of sale

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with ex...

Responsible for advising /Acquisition HNI/UHNIs /PCG/Family Office & Building AUM through various financial/wealth products Engage with HNI/UHNI clients & understand their investment aspirations Ensure Onboarding, handholding & educating clients on various Investment/PMS portfolio End to end client relationship mgmt. Monitoring clients portfolio & updating clients about market events & possibilities Act as a strong bridge between the Research & Analysis team for regular updates Preferred candidate profile 2 - 9 years of experience Strong understanding on equity markets from fundamental & technical aspects. Min 5 years of experience in client Wealth Management /PMS/AIF/Private Banking with ex...

Role & responsibilities 1. Manage your own portfolio of HNW/UHNW clients, delivering tailored investment, estate planning, and wealth structuring solutions. 2. Lead and mentor a team of private bankers/relationship managers, driving performance and client satisfaction. 3. Collaborate with product, research, and investment teams to offer holistic wealth management solutions. 4. Identify market opportunities and support regional business development initiatives. Preferred candidate profile 1.. Strong leadership capabilities with the ability to motivate and mentor a team. 2.Proven track record of managing HNW or UHNW client relationships. 3. In-depth knowledge of investment products, wealth pla...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

SUMMARY: The Senior Private Banker/Team Lead - Wealth Management is the ultimate face of the business as (S) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & 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. ROLES & RESPONSIBILITIES: - The Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. - Maintaining...

• 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

Wealth Manager will be responsible for providing personalized financial planning and investment management services. The day-to-day tasks include developing comprehensive financial plans, conducting client meetings, and offering tailored advice

Working Days: Monday to Friday Role Overview: Focus on acquiring HNI and UHNI clients. To meet desired revenue, client acquisition, and AUM targets, with a strong emphasis on selling PMS, AIF, Unlisted shares, and other investment products. Key Responsibilities: New Client Acquisition: Identify and attract HNI/UHNI clients through networking, market analysis, and referrals. Sell in-house PMS and other third-party products including Mutual Funds, Bonds, SIP, AIFs, Unlisted Shares, Insurance, Equities, Commodities, and Currency. Develop and maintain strong relationships with clients to meet their financial needs and expand AUM. Achieve set targets for client acquisition, revenue generation, an...

Role & responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Preferred candidate profile As per Industry

Company Description At Inuvest Technologies, we specialize in revolutionizing wealth management through the power of quantitative models. As a Quant Research firm based in Bengaluru, we craft bespoke investment strategies that leverage sophisticated analytics and data-driven insights. Our tailored quant strategies, expertise, and innovation set us apart in the industry. We strive to offer portfolios that adapt and thrive in ever-changing market conditions, backed by a team of seasoned analysts and researchers. Our technology-driven execution ensures swift and precise implementation of strategies. Role Description We are seeking a dynamic and experienced Sales Executive to join our Wealth Man...

Company: SMC Private Wealth Position: Team Leader- Private Wealth (AVP/VP) Location: Delhi/ Mumbai/ Pune Working Days: Monday to Friday Company Overview: SMC Private Wealth specializes in wealth management for High Net Worth (HNI) and Ultra High Net-Worth (UHNI) clients, offering tailored financial solutions. Role Overview: As a Team Leader (playing caption role) Private Wealth Manager, you will lead a team of Private Wealth Managers while focusing on client acquisition and management. Your role includes driving team performance and expanding our client base. Key Responsibilities: Leadership: Mentor and motivate a team of Private Wealth Managers to achieve targets and enhance performance. Cl...

Unit Head (Wealth Management/Private Banking) Team Handling Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai Interested please connect with Mahek 9137263337 and drop CV at quotientconsultancy@gmail.com Role Overview The Wealth Manager Unit Head (AVP/VP) is a senior leadership role responsible for guiding, mentoring, and managing a team of high-performing Wealth Managers across the assigned location. This position focuses on driving significant growth in Assets Under Management (AUM) and Assets Under Advice (AUA) by acquiring and managing HNI/UHNI relationships, delivering strategic investment solutions, and ensuring exceptional client experiences. Candidates must have a m...

Location :- Delhi, Mumbai, Bangalore, Ahmedabad and Indore Role & responsibilities Overall new AUM growth in line with the objective laid down by the company. Managing Individual & team P&L. To Develop the strategic plan for Wealth Management to meet business objectives. Monitor and analyze performance metrics including manpower productivity and suggest/ implement improvements To meet the Business/sales targets for the region on monthly, quarterly and annual basis. To do timely appraisal / review of performance of team in the region. Supervise Wealth Managers in the growth, acquisition, and retention of high net worth clients Conduct regular portfolio reviews and risk assessments. Stay updat...

Location :- Delhi, Mumbai, Bangalore, Ahmedabad and Indore Role & responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to ...

Location - Delhi, Mumbai, Bangalore, Ahmedabad and Indore Role & responsibilities Identify, prospect, and acquire new client relationships (UHNI/HNIs, family offices, corporates) through multiple channels, including existing client referrals, cold calling, and other client engagement initiatives. Overall new AUM growth in line with the objective laid down by the company. Managing individual revenue budget. Advise clients on portfolio construction by offering a range of investment solutions across asset classes. Prepare and interpret client-specific information, including investment performance reports, financial summaries, and income projections, while proactively rebalancing portfolios to a...

Hiring: Unit Head Wealth Management (AVP/VP) Client: Leading NBFC Firm Location: Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai Experience Required: 1215 years in Wealth Management / Private Banking We are looking for a seasoned Unit Head – Wealth Management (AVP/VP level) to lead a team of high-performing Wealth Managers. This leadership role is pivotal in driving AUM & AUA growth, strengthening HNI/UHNI client relationships, and ensuring best-in-class investment advisory. Preference will be given to candidates who can onboard an existing, high-performing team. Key Responsibilities: Team Leadership & Development Lead, mentor, and develop a team of Wealth Managers to ac...

Hiring: Unit Head Wealth Management (AVP/VP) Client: Leading NBFC Firm Location: Pune | Ahmedabad | Jaipur | Bangalore | Mumbai | Hyderabad | Chennai Experience Required: 1215 years in Wealth Management / Private Banking We are looking for a seasoned Unit Head – Wealth Management (AVP/VP level) to lead a team of high-performing Wealth Managers. This leadership role is pivotal in driving AUM & AUA growth, strengthening HNI/UHNI client relationships, and ensuring best-in-class investment advisory. Preference will be given to candidates who can onboard an existing, high-performing team. Key Responsibilities: Team Leadership & Development Lead, mentor, and develop a team of Wealth Managers to ac...

Role & responsibilities Job Purpose To deliver exceptional sales performance by identifying and meeting customer needs through selling & cross-selling of all Banks CBG products & services. To manage & maintain the highest customer satisfaction levels through pro-active client engagement & relationship management. Key Accountabilities Accountable for achieving monthly & annual sales targets, as agreed. Ensure proper implementation & execution of relationship management & investment advisory strategies. Ensure proper sales spread between products. Aim to balance NTB (New to Bank customers) with increase penetration of existing customers to deepen the wallet share. Drive and deliver a radical i...

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183

Client- Wealth Relationship Manager - SM/ AVP- NBFC Firm We are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue . Experience Required: 7- 15 years in handling HNI / wealth customers from Banks/NBFC firms with good experience in handling Wealth Management, Financial Planning & Investment Advisory. Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc Interested applicants can apply or WhatsApp profiles to 7305390183