5 Wealth Creation Jobs

Type: Full Time Location: BANGALORE Description: Company Name : Dilzer Consultants Pvt Ltd Experience Level : 2-5 years Industry : Financial Planning, Wealth Management, Portfolio Construction. About the Company : Dilzer Consultants Pvt Ltd is one of the top 5 SEBI Registered Investment Advisors Providing Holistic Financial Planning and Wealth Management Services for HNI Clients for the last 24 years. Powered by Ethics, Competance, Credibility and Trust, we have gained clientile that have worked with us for over 18+ years. Our mission is to empower our clients to achieve their goals by offering personalized financial guidance in an environment built on trust. We are committed to helping our clients preserve their wealth, accumulate assets strategically, and consistently outperform benchmarks to ensure long-term financial success. By maintaining the highest standards of integrity and business ethics, we create a foundation for close, interactive engagement, making our clients feel valued, understood, and confident in their financial journey. Website/LinkedIn : https://dilzer.net/about-us Job Summary : Financial Planning, Wealth Creation, Portfolio Management, Debt Management, Insurance analysis, Estate Planning Who Should Apply : CFP professionals Responsibility 1 : Portfolio Management Responsibility 2 : Wealth Creation Responsibility 3 : Comprehnsive Financial Planning including Networth Statement, Goal Analysis Cashflow and Budgeting Requirement 1 : Commerce Requirement 2 : MBA Finance Requirement 3 : Bcom/ BBM Finance Preferred 1 : Engineer Preferred 2 : Science Salary Range : Up to ?10 Lacs (CTC +L&D+ Bonus) Depending on the experience in the field of personal finance Incentives / Bonuses : Additional exiciting incentives of business creation Learning Opportunities : Training Workshop, Mentoring, Financial Literacy Initiatives Other Benefits : Health, leave policy, work-from-home flexibility, and extended WFH facility based on KRIs met Email Subject Line Format :Application Financial Planner CFP / FPSB India Hiring Manager Details: [HIDDEN TEXT] Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry. Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Role Onboarding and managing (new/existing) HNI & UHNI customers with the help of an integrated plan to address wealth creation and wealth preservation of Kotak Securities private client customers achieved through an exhaustive product and engagement proposition which includes growing their assets across Mutual funds, PMS/AIF Strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Achieve revenue objectives as assigned by the organization. Comply with KYC/SEBI rules, regulations, and legislation governing the financial services industry, Job Requirement Relevant experience in a acquiring and managing HNI & UHNI customers. Should be good in Communication & Presentation skills. Should be a self Starter, Proactive & target oriented. Should posses strong networking & Relationship building skills. Show more Show less

Job Title: Family Office Asset Management Department: Asset Management Experience: 7-15 years Education : MBA/ MMS / PGDM(Tier 2/Tier 3 Candidates) Location: Delhi About the Role : This is a client-facing sales role in the Asset Management division where As a Family Office – Asset Management professional with our Client, you will be responsible for acquiring and managing relationships with UHNIs, Family Offices, Corporate Treasuries, and RIAs. This role demands a deep understanding of equity markets, macro trends, and investment products like PMS and AIF. You will drive AUM growth by offering tailored solutions, backed by Client's strong research and client-centric philosophy, while upholding the highest standards of ethics and service excellence. Key Skills Required Functional: Asset Management / Private Wealth market intelligence. Strong understanding of Equities. Relationship with UHNI / CXO/ Family Office / Corporate Treasuries will be an added advantage. Behavioral: Consultative and collaborative approach. Presentation and communication skills. Proactive mindset and self - starter. Uphold high standards of ethics and integrity. Key Responsibilities Maintain a database of potential Family Office clients and their key advisors. Approach and onboard Treasury, HNW clients, Family Offices, Multi-family offices, RIAs and their advisors. Maintain and grow any existing relationships and build AUMs. Understanding the macro environment and giving the domestic & global macro perspective to partners and prospective clients. Understanding the client’s requirements & recommending the relevant product. Maintain the highest level of service and delivery to partners and clients.