34 Wealth Advisory Jobs

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...

Job Summary: The Sr. Executive Advisor (Branch) will be responsible for managing client relationships, driving branch-level business objectives, and ensuring compliance with regulatory and organizational standards. The role involves advising clients on investment products, implementing operational plans, and contributing to the overall branch performance through strong leadership and client management skills. Roles and Responsibilities: Ensure compliance with all regulatory requirements and internal company policies. Develop and implement operational plans and strategies to achieve branch business goals. Build and maintain strong relationships with clients, prospects, and key industry contac...

Role Overview: You will be part of our team as an experienced wealth advisor, with a background in either banks or standalone wealth management organizations. The salary will be competitive and reflective of your expertise in the field. Key Responsibilities: - Provide wealth advisory services to clients, offering personalized financial advice and investment strategies. - Develop and maintain relationships with high net-worth individuals to understand their financial goals and objectives. - Analyze market trends and investment opportunities to provide informed recommendations to clients. - Stay updated on industry regulations and compliance standards to ensure ethical and legal practices. Qua...

JOB PROFILE Position Cluster Relationship Manager Location Bangalore Reporting Mgr. Name - Zonal Head Department Bancassurance Reporting Mgr. Designation Zonal Head Offered Grade M7 Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare Our Values Commitment Innovation Empathy Collaboration Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP ...

JOB PROFILE Position Assistant Territory Manager Location Hyderabad Reporting Mgr. Name - Department Bancassurance Reporting Mgr. Designation Regional Sales Manager Offered Grade M6 Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare Our Values Commitment Innovation Empathy Collaboration Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP ...

As a candidate for this position, you will be responsible for the detailed back-end operation processes related to MF, Life and General Insurance, and Fixed income. Your key responsibilities will include: - Demonstrating in-depth knowledge of all processes related to different financial asset classes - Creating and updating product process flow charts to ensure seamless and error-free processes - Handling different portals for investment execution in various financial companies - Managing the BSE Star Platform for MF transactions - Executing daily online/offline transactions for MF, Insurance, General Insurance, and Fixed income products such as purchase, redemption, switch, renewal, claim s...

As a Wealth Advisory at Barclays in India, your primary focus will be on offering Trust & Fiduciary Services to entrepreneurs and private clients, including Ultra High Net worth and High Net worth families and individuals. Your role will entail providing technical expertise and experience to identify opportunities to safeguard clients" wealth through trust & fiduciary structures and solutions. You will be responsible for administering private family trusts, employee welfare trusts, alternative investment funds, escrow mechanisms, and insurance solutions. Key Responsibilities: - Interact with various internal stakeholders & senior management, Trust & Fiduciary Front Office, Trust Operations t...

You will be responsible for: - Preparation and Finalization of Financial Statements in accordance with relevant Standards. - Providing Wealth Advisory services. - Conducting Business Valuation & Due diligence services. - Offering Tax Advisory, Tax Audits, Income Tax Assessments and handling Litigation. - Handling Income Tax filings of Proprietorship, Partnership Firms, Charitable Institutions, Corporates, and LLPs. - Providing Indirect Tax Advisory & ensuring GST Statutory Compliance. Qualifications required: - Bachelor's degree is preferred. Experience required: - Minimum 1 year of experience in accounting and taxation, tally, and overall work is preferred. Certification preferred: - CA-Int...

Role & responsibilities * Manage and grow relationships with Private UHNI and HNI clients. * Develop and implement tailored investment strategies across diverse asset classes. * Monitor market trends and assess risks to optimize client portfolios. * Ensure regulatory compliance and uphold ethical standards in all client interactions. Preferred candidate profile Currently into Private Banking / handling Private Clients (mandatory) Can be from a Bank, NBFC, AMC, or Financial Institution Strong product knowledge in mutual funds, insurance, AIFs, PMS Proven experience in managing private/HNI client portfolios

Role Overview: As a Sales Team member at Equentis, your main role will involve planning your workday with a focus on contacting leads based on the importance of the Wealth Advisory funnel and their size. You will be responsible for identifying Wealth Advisory products that align with clients" investment goals and interacting with potential customers to ensure high-quality lead conversions. Additionally, you will need to proactively follow up on leads assigned by the Wealth Advisory Head, providing progress reports and mitigation plans to achieve desired results. Collaboration with the Wealth Advisory Head is essential to meet Wealth Advisory objectives. Your contribution to team performance ...

Requirements Graduate (Mandatory) At least 0.6 -4 years working within a Wealth Advisory environment preferably in a proactive role in a BFSI / Finance / Marketing sector. Fluency in English, Hindi & any one regional language Excellent communication skills verbal and written communication skills High degree of accuracy Willing and able to work extra hours on occasions to complete tasks Willing and able to attend company meetings which take place outside of normal working hours (approx. one per month) Joining Time: ASAP Knowledge of Equities Market added advantage.

The Relationship Manager will be Responsible for Acquiring Preferred clients (Affluent & Super Affluent) Maintaining client relationships and generate AUM from preferred clients. Advising Affluent & Super Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients Track the Affluent & Super Affluent Client segment in the market for new client acquisition To research, investigate and update themselves on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. To coordinate with product and research team (Centralize CFP Team) for taking investment decision for the cl...

Work Location: Anywhere in India Base Job Location : Gujarat Experience: 2 - 8 years Employment Type: Full-time About Client Our client is a fast-growing investment advisory firm helping clients build wealth through strategic financial planning. Theyre expanding our team and looking for dynamic Sales Executives who are passionate about finance, client success, and high-performance growth. Role Overview As a Sales Executive, youll be the face of Rising Capital Group—engaging with potential clients, understanding their financial goals, and offering tailored investment solutions. This is a consultative sales role with strong growth potential and performance-based incentives. Key Responsibilitie...

JOB PROFILE Position Assistant Territory Manager Location Chennai Reporting Mgr. Name - Department Bancassurance Reporting Mgr. Designation Regional Sales Manager Offered Grade M6 Our Purpose At Niva Bupa, our purpose is to give every Indian the confidence to access the best healthcare Our Values Commitment Innovation Empathy Collaboration Transparency Proficiency Level (Please Tick) L1: - HEAD OF FUNCTION/BUSINESS (Sr. Leadership Team) L2: - MANAGER OF MANAGER L3: - MANAGER L4: - INDIVIDUAL CONTRIBUTOR About Niva Bupa Health Insurance Company Niva Bupa Health Insurance Company Limited (formerly known as Max Bupa Health Insurance Company Limited) is a joint venture between Fettle Tone LLP (a...

Job Title: Senior Private Wealth Relationship Manager Location: Mumbai About the client: PSS has been mandated to hire a Senior Private Wealth Relationship Manager for a leading international private banking and asset management group. Job Purpose The Private Wealth Management is a Wealth Advisory and Family Office solution to UHNI individuals and families, both residents as well as Non Resident (NRIs), who help the clients to invest wisely through customized solutions after reviewing their investment objectives and financial goals Key Responsibilities Advise clients on building portfolios based on various products and solutions across asset classes - RE, MF, PE, Structured Products, Insuran...

As an RA/RIA Partnership Manager at StockGro, you will play a pivotal role in our vision of empowering Indian millennials with investment knowledge. StockGro, India's leading stock market education platform, aims to make trading and investing accessible to all users, from beginners to seasoned traders. You will be at the forefront of identifying and collaborating with the right partners in the advisory business to drive high impact and align with StockGro's mission. Your responsibilities will include: - Identifying RIA partners who resonate with StockGro's vision and audience. - Building and maintaining relationships with financial experts, including SEBI-registered Research Analysts (RA) an...

We are seeking a Wealth Adviser with a strong background in outbound sales . The ideal candidate will have a passion for advising clients on financial products and a proven track record of handling client interactions with confidence. This role is a great opportunity for a driven individual with excellent communication skills to thrive in a fast-paced sales environment. Roles & Responsibilities Conduct outbound calls to potential clients to discuss wealth management and financial products. Advise clients on tailored financial solutions to meet their needs. Build and maintain strong client relationships through effective communication and handling. Achieve and exceed sales targets to contribu...

As a Retail Wealth Advisory Sales professional, your main responsibility will be to effectively plan your daily work schedule by prioritizing leads based on the significance of the Wealth Advisory funnel and its size. Your role will involve assessing the suitability of Wealth Advisory products that align with the investing objectives of clients. It is crucial to engage with potential customers with a focus on achieving high-quality lead conversions. You will be expected to proactively follow up on leads that are assigned by the Wealth Advisory Head and provide regular progress reports along with mitigation strategies to ensure the desired outcomes. Collaboration with the Wealth Advisory Head...

Job Description: Yubi is seeking a dynamic individual to join our team as a Corporate Credit Sales Manager. In this role, you will play a crucial part in generating incremental revenue for the business by acquiring new customers and expanding existing accounts. Your primary focus will be on concluding NCD issuances with corporates, contributing significantly to the company's revenue stream. As a Corporate Credit Sales Manager, you will need to have a deep understanding of various business models, capital requirements, and propose financing solutions that cater to the specific needs of our customers. Taking full ownership of the customer's journey, you will be responsible for originating dema...

Greetings from "APEX SERVICES" Role- Relationship Manager ( HNI ) CTC- upto-12 LPA + incentive + other benefit Branch Dealing ROLES & RESPONSIBILITIES: The Relationship Manager will be responsible for bringing their existing clients (Affluent Super Affluent) and building a strong client book. Building relationships with clients & educating them about Investments Maintaining client relationships and generate AUM from preferred clients. Client Acquisition as per targets and cross selling of 3rd party products Track the Affluent & Super Affluent Client segment in the market for new client Acquisition To coordinate with product and research team (Centralize CFP Team) for taking investment decisi...

StockGro, India's leading stock market education platform, is on a mission to equip users with trading and investing knowledge to succeed in the stock market. Whether you are a beginner or a seasoned trader, StockGro provides strategies from top investment managers, practice opportunities with platform currency, and access to expert and peer portfolios. The platform combines experiential learning with guidance from SEBI-registered experts, making it the go-to destination for trading and investing education. Founded in January 2020 by former venture capitalist Ajay Lakhotia, StockGro is well-funded and backed by respected investors such as General Catalyst, BITKRAFT, Roots Ventures, and promi...

Join us as a Wealth Advisory professional in India at Barclays, where we offer Trust & Fiduciary Services tailored to entrepreneurs and private clients, including Ultra High Net worth and High Net worth families and individuals. As part of our role, we provide technical expertise to identify opportunities aimed at safeguarding clients" wealth through trust & fiduciary structures and solutions. Our service portfolio encompasses administering private family trusts, employee welfare trusts, alternative investment funds, acting as a Trustee/Administrator, managing escrow mechanisms, and offering insurance solutions. To excel in the Wealth Advisory role, you will engage with various internal stak...

You are a dedicated Investment Advisor with 1-2 years of experience in wealth advisory and a solid understanding of the virtual digital asset industry. Your primary focus will be on providing exceptional service to clients and ensuring the best possible outcomes for them. In addition to this, you will take charge of generating your own leads to grow your client base. This is a full-time position with a day shift schedule. The ideal candidate should have a total of 2 years of work experience, with a preference for those who have worked in a similar role previously. The work location for this role is in person. If you are passionate about wealth management, have a keen interest in the virtual ...

Role & Responsibilities Team Lead (Liabilities & Wealth Management) Team & Business Management Effectively manage a team of Relationship Managers (RMs) to meet organizational goals related to liability book growth, fee income, and portfolio quality . Provide ongoing guidance, mentoring, and coaching to RMs to ensure delivery of a superior customer experience . Monitor and drive adherence to the operating rhythm cadence , ensuring regular customer interactions and relationship deepening. Customer Engagement & Service Conduct joint client meetings with RMs to support business conversions and strengthen client relationships. Manage customer complaints and service issues to ensure satisfactory c...

Job Summary: The Wealth Manager is responsible for managing High Net-Worth Individual (HNI) clients by offering tailored banking and investment solutions. The role focuses on deepening client relationships, increasing wallet share, and achieving business growth across liabilities, assets, and investment products, while ensuring superior customer experience and compliance. Key Responsibilities: Relationship Management: Manage banking and investment relationships of HNI clients. Drive overall growth in liabilities and investment business. Develop and expand customer relationships with service levels that exceed client expectations. Identify and tap additional revenue opportunities in current a...