271 Private Wealth Jobs - Page 6

SMC Private Wealth Position: Senior Wealth Manager/ AVP Location: Delhi (Karol Bagh)/ Mumbai (Goregaon East) 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 ...

A leading firm is seeking to hire Private Bankers in Hyderabad /Chennai/Bangalore for Individual Contributor roles Team Handling roles Role Responsibilities Provide comprehensive financial planning services to High-Net-Worth (HNI) and Ultra High-Net-Worth Individuals (UHNIs). Develop and maintain client relationships to understand their wealth management needs. Advise clients on various investment avenues such as: Mutual Funds (MF) Portfolio Management Services (PMS) Alternative Investment Funds (AIF) Achieve revenue and product targets through cross-selling and upselling wealth products. (For team handling roles) Lead, coach, and manage a team of private bankers. Required Skills & Experienc...

Head Market- Private Banking About the Role The role involves leading a team of Partners/Relationship Leaders and managing key clients, particularly HNIs and Ultra HNIs, to enhance the relationship management experience. Responsibilities Lead a team of Partners/Relationship Leaders at the location. Manage key clients HNIs and Ultra HNIs. Drive the acquisition of Personal Banking and Wealth Management relationships for Owners/Promoters/Directors of organizations. Convert the Richest Individuals base at the location, especially those listed as Top 500 Richest Indians in India. Maintain a strong working knowledge of client portfolios/products to gain business wallet share. Showcase a full range...

A leading private wealth company is hiring wealth managers at Gurugram to manage their UHNI client portfolios and increase the AUM of Family Offices. Position: Wealth RM Budget: up to 45 LPA Department: Wealth Management (no branch banking) Required Candidate profile Candidates working as wealth Managers/advisors/ Investment advisors handling mapped family offices are ideal to apply for this role. Out-of-job or relocation will not be considered

Dear Candidate, Leading Banks hiring for Relationship Manager Wealth Management (Individual role) Location: Bangalore CTC up to 25Lacs Designation: Relationship Manager Affluent Segment ( Portfolio Management) Grade: Senior Manager or AVP Job Profile: The Relationship Manager will be responsible for nurturing HNI client relationships through continuous client engagements and risk profiling. The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-pa...

Client Acquisition -HNI & Ultra HNI , Client Relationship Building, Product Knowledge and cross-selling financial products like mutual funds, SIPs, and PMS, Client Communication, Ensuring a minimum number of client meetings daily

Experince- Min 4 year MAx - ANY CTC- 6LPA to 40 LPA PCG Wealth is seeking highly driven and client-focused Wealth Managers with proven expertise in managing High Net-Worth (HNI) and Ultra High Net-Worth (UHNI) individuals. The ideal candidate should have experience in handling a substantial client portfolio and should be capable of moving a minimum book size of 20 Cr . This is an excellent opportunity for candidates currently working as Privi RM, Burgundy RM, Imperia RM, Preferred RM, or Wealth Manager in leading financial institutions. Key Responsibilities: Acquire, manage, and grow HNI/UHNI client relationships through personalised wealth management solutions. Deep understanding of financi...

Role & responsibilities Responsible to enable sales by leveraging product knowledge and supporting the sales team. Responsible for Concept Selling across the region, leveraging distributor relationships Responsible for Product Level targets for the Zone for certain specified products across Equity and Debt, create positive environment to drive product specific agenda To conduct Regular Training and Knowledge Sessions for Internal Employees across the Zone for continuous Knowledge upgrade, Keep the Sales Team updated with any product related information and ensure each employee speaks the same language ( Common Pitch ) To conduct Regular Huddles/Conference Calls / Meetings with Distributors a...

Elara Capital is hiring a Senior Wealth Manager in Mumbai & Pune. Role involves portfolio advisory, market research, and high-net-worth client servicing. Must have sales experience in third-party financial products and strong client-handling skills. Required Candidate profile Strong financial planning, Wealth management, client acquisition, and sales experience in products like PMS, Equity, Bonds, MF, etc.Must have excellent communication -relationship management skills.

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, 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 execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving...

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

This full-time on-site role in Mumbai at Elara Capital is for a Private Wealth Manager responsible for financial planning, investment management, and helping clients navigate global markets.

Were Hiring: Wealth Management Professionals Location - Mumbai | Delhi | Bangalore We are hiring for one of Indias leading financial services firms. The role is with a well-established private wealth management platform , part of a reputed investment advisory group with a strong legacy in capital markets and client-centric solutions. Open Positions: Senior Wealth Relationship Managers Mid-Level Wealth RMs Roles and Responsibilities Key Requirements: 5 - 18+ years of experience in Wealth Management Proven ability to acquire and manage UHNI/FHNI clients Strong product knowledge across MF, PMS, PE, Insurance, Structured Products Excellent communication and relationship-building skills Qualifica...

Job description Designation- Wealth Manager Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional marke...

Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base and team members, Presentable. Required Candidate profile Must have experience in Private wealth firm, Investment products, MF, SIP, PMS, HNI/UHNI Acquisition, Responsible for bringing NTF , Have own AUM/ client base , team members, good communication.

Dear Candidate, Urgent opening with leading bank for Private wealth role. CTC : Upto 25 LPA Location : Mumbai Role: - Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by Kotak Group. - Generate business actions across liabilities, assets and fee products to sustain and achieve growth in relationship value, revenues and client stickiness. - Formulate and implement the sales plan to acquire new HNI clients and increase the customer base. - Use investment expertise to conduct client Portfolio reviews and showcase Products as per cli...

Client Relationship Management : Develop and maintain relationships with High Net Worth Individuals (HNI) and Ultra High Net Worth Individuals (UHNWI), ensuring high levels of client satisfaction. Investment Strategy Development : Design and implement personalized investment strategies based on clients' financial goals and risk profiles. Sales and Revenue Generation : Drive sales of wealth management products and services, meeting or exceeding set targets.

8925889568 Immediate requirement for Leading bank we are looking for seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. It emphasizes the importance of building and maintaining strong, trust-based client relationships while adhering to compliance and process standards. Experience Required: 5- 10 years in HNI, NRIwealth customer from banks/NBFC firms with good portfolio management experience Key Responsibilities: Acquisition and Retention : Acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue targets across l...

Job description Designation- Regional Manager Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination with the regional mar...

Objectives of this role Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences. Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement. Developing personalised financial plans and investment strategies aligned with client's objectives and risk profiles. Recommending suitable investment products, such as equities, bonds, mutual funds and alternative investments, based on thorough market research and analysis. Monitoring and reviewing investment portfolios regularly, adjusting strategies as per market conditions and clients' changin...

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are requi...

Job description Role & responsibilities Exp. in Private Banking is must To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Portfolio Handling more Than 100cr. Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are requi...

We're Hiring: Private Wealth Professionals | Portfolio Manager / AVP / DVP Locations: Mumbai | Ahmedabad | Pune | Bangalore | Chennai | Hyderabad | Kolkata | Chandigarh. Work Mode: In-Office CTC: Best in industry Experience: 8 to 25 Years in Wealth Management Note: Own Book Size is essential Build Your Future with a Premier Wealth Management Platform We are looking for accomplished Private Wealth Professionals with a strong revenue track record, solid client relationships, and the ability to build AUA and drive customer acquisition across key metro cities. Open Roles: Portfolio Manager AVP Private Wealth DVP Private Wealth What We’re Looking For: Proven experience in Direct Sales in Private ...

Leading Financial Company hiring Private Banking Relationship Manager (Wealth Management) MUMBAI/PUNE/ AHMEDABAD 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 i...

Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Partn...