4035 Wealth Management Jobs

As a Wealth Management Intern at Prosperr.io, you will have the exciting opportunity to delve into the world of wealth management and assist in driving impactful financial strategies. You will play a vital role in preparing and analyzing financial reports, conducting market research, and supporting the creation of investment portfolios and wealth management presentations. Your contributions will be instrumental in providing valuable insights and recommendations to our clients and internal teams. Your responsibilities will include collaborating with senior wealth managers, assisting in ongoing client projects, and utilizing your proficiency in Excel and PowerPoint to prepare detailed reports for client presentations and internal meetings. With your strong analytical skills and solid understanding of finance, you will be able to assess and evaluate financial data effectively, applying theoretical knowledge to practical situations. Additionally, your keen interest in exploring and utilizing AI tools for data analysis and report generation will be a valuable asset in this role. At Prosperr.io, we offer a compensation package of up to INR 25000 per month. By joining our team, you will have the opportunity to learn and grow under the mentorship of experienced professionals in wealth management. You will thrive in our dynamic and collaborative work environment that values fresh perspectives, innovation, and continuous development. If you are passionate about finance and eager to gain hands-on experience in wealth management, we welcome you to be a part of our team at Prosperr.io.,

As a member of the Goldman Sachs team, you will have the opportunity to contribute your skills, knowledge, and ideas towards helping our clients, shareholders, and communities grow. Founded in 1869, we are a prominent global firm specializing in investment banking, securities, and investment management. With our headquarters in New York, we operate offices across the globe. Our firm strongly believes that embracing individuality enhances performance. We are dedicated to promoting diversity and inclusion within our organization and beyond. We ensure that every member of our team has access to numerous avenues for professional and personal growth. These opportunities range from training and development programs, firmwide networks, to well-being initiatives including benefits, wellness resources, personal finance offerings, and mindfulness programs. To discover more about our inclusive culture, benefits, and the talented individuals at Goldman Sachs, visit GS.com/careers. At Goldman Sachs, we are committed to accommodating candidates with special needs or disabilities throughout our recruitment process. For further information on our accommodations policy, please visit: https://www.goldmansachs.com/careers/footer/disability-statement.html Copyright The Goldman Sachs Group, Inc., 2023. All rights reserved.,

As a Financial Concierge, you play a crucial role in sourcing leads and providing expert guidance on our investment products. Your deep understanding of financial principles and ability to articulate the distinct advantages compared to traditional investment options will be key. Prior background in wealth management is a plus. Your responsibilities include qualifying and engaging hot leads to assess their suitability, driving interactions with our RIAs, and ensuring high-quality prospects interact with our advisory team. You will explain the unique aspects of our investment products, provide insights into how the plan operates, and highlight potential benefits to clients. Guiding prospects through RIA interactions, conducting personalized advisory calls, and developing tailored investment strategies for each client are essential tasks. Building and maintaining strong relationships with high-profile clients, monitoring their evolving needs, and providing proactive and responsive service are also crucial. Collaborating with the Financial Operations (FinOps) team to ensure accurate execution and management of client investments, overseeing the creation and maintenance of customized investment baskets, and coordinating financial operations are part of your role. Your exceptional communication skills, professionalism, and ability to engage effectively with clients are vital. Qualifications for this role include MBA candidates with specializations in Finance, Sales, and Marketing preferred, along with a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Related certifications such as CFP are advantageous. A minimum of 3+ years of proven experience in wealth management or a similar financial role is required, along with extensive knowledge of investment principles, financial markets, and portfolio construction. Other qualifications include expertise in managing high-net-worth client relationships, strong analytical skills, excellent communication and interpersonal abilities, proficiency with financial planning tools and CRM systems, and a high degree of professionalism, discretion, and attention to detail. The compensation for this role includes a market competitive salary, wealth creation opportunity via ESOPS, and a budget commensurate with experience and qualifications.,

Urgent Hiring in Wealth Profile. Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai Preffered Candidates From Stock Broking. JOB DESCRIPTION Role Responsibilities: Client Relationship Management: *Cultivate and manage relationships with clients, understanding their financial objectives, risk tolerance, and investment preferences. *Act as the main point of contact for clients, addressing their inquiries, providing regular updates, and ensuring a high level of client satisfaction. *Deepen the relationship by Cross selling other financial Products- Mutual Funds, Equity, PMS, AIF and Services according to Customer Needs. *Enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring accounts and retaining relationship. Financial Planning: *Conduct comprehensive financial assessments for clients, identifying their financial needs, goals, and risk tolerance. *Develop personalized financial plans and investment strategies to help clients achieve their objectives. Product Advisory: *Provide advice on a range of wealth management products and services, including investment portfolios. *Stay informed about market trends, economic developments, and regulatory changes that may impact clients' portfolios. Portfolio Management: *Build and manage investment portfolios based on clients' risk profiles and financial objectives. *Monitor and analyze portfolio performance, making adjustments as necessary to optimize returns and manage risks. Business Development: *Identify and pursue opportunities to expand the client base through referrals, networking, and other business development activities. *Collaborate with internal teams to cross-sell other financial products and services. Compliance and Risk Management: *Ensure compliance with regulatory requirements and internal policies. *Assess and manage risks associated with client portfolios and financial plans. Desired qualifications: Graduate/Postgraduate Certifications Preferred: NISM-Series-V-A: Mutual Fund Distributors Certification Examination Series-XXI-A Portfolio Management Services (PMS) NISM Series XIX-A: Alternative Investment Funds NISM Series XIX-B: Alternative Investment Funds Overall Experience Required: 6 +Years. Location: Mumbai, Bangalore, Delhi, Noida, Gurugram, Bhopal, Agra, Chennai Reports to: Business Head Salary Range : 8 -14 LPA Interested candidate can share resume on consult.executivesearch@gmail.com or You Can connect us on +91 7703945182

As a highly driven and articulate Assistant Vice President (AVP) of Business Development & Client Relations, you will play a crucial role in fostering relationships within the financial services sector. With 8-10 years of experience, your primary focus will be on engaging with high-net-worth individuals (HNIs) and establishing strategic B2B partnerships. Your excellent communication and presentation skills, coupled with fluency in English, will be instrumental in effectively presenting financial products and investment solutions tailored to client profiles. Your key responsibilities will include developing and managing long-term relationships with HNI clients, family offices, and institutional partners. You will be tasked with identifying, pursuing, and converting new B2B partnership opportunities across financial institutions, fintechs, and distribution networks. Your role will also involve creating and delivering high-quality sales presentations, proposals, and reports, acting as a strategic advisor to align financial solutions with client goals, and collaborating with internal teams to ensure seamless onboarding and post-sale service for clients and partners. To excel in this role, you should possess 8-10 years of proven sales experience in financial services, such as wealth management, asset management, private banking, or financial advisory. Your fluency in English, exceptional communication and presentation skills, and a strong network of HNI clients or prior exposure to institutional/B2B relationship building will be critical. Additionally, your ability to independently manage the sales cycle from prospecting to closure, coupled with a high degree of professionalism, integrity, and a client-centric approach, will set you up for success. Ideally, you should hold an MBA/PGDM in Finance, Marketing, or a related field. This position is based in Gurgaon. If you are ready to take on this exciting opportunity and contribute to the growth of our organization, we encourage you to apply now and be a part of our dynamic team at iVentures.,

As a Senior Relationship Manager, your role will involve developing and maintaining strong relationships with clients to ensure their satisfaction and retention. You will be responsible for understanding the needs and goals of each client, providing them with personalized solutions, and acting as a primary point of contact for any queries or issues. In this position, you will work closely with internal teams to coordinate resources and deliver services that meet the client's expectations. You will also be expected to identify opportunities to upsell or cross-sell additional products or services to enhance the client's experience and drive revenue growth. The ideal candidate for this role will have a proven track record in relationship management, excellent communication and interpersonal skills, and a deep understanding of the products or services being offered. You should be proactive, customer-focused, and able to work effectively both independently and as part of a team. Overall, as a Senior Relationship Manager, you will play a crucial role in building and maintaining long-term, profitable relationships with clients to drive business success and achieve mutual goals.,

You will be working as a Pioneer RM for a Banking Company in the Udaipur / Jaipur region. In this role, you will report to the Area Manager and be part of the Middle/ Senior Management team. Your main responsibility will be in Relationship Management, where you will focus on acquiring, growing, and deepening relationships with High Net Worth Individuals (HNI) through effective management. Your primary goal will be to analyze and satisfy the financial, banking, investment, and business needs of HNI customers. As the face of the Bank to high net worth customers, you will be required to cross-sell wealth and liability products to premium asset clients of the bank. Your role will involve generating new business to meet defined sales targets, building and strengthening relationships with existing Wealth Customers, and increasing share of wallet and revenues. Providing professional customer service will be crucial to achieving a high percentage of customer wallet share and satisfaction, leading to client retention and growth. Continuous self-development is essential in this role. Your duties will also include managing the portfolio to de-risk against attrition and achieve stability of the book. This role requires a proactive approach to ensure the success of the Bank's relationship with its HNI customers.,

As a business development professional specializing in portfolio performance analysis, modeling, and management, you will be responsible for addressing HNI clients" investment requirements. Your primary goal will be to provide superior service delivery and exclusive product offerings to assist clients in achieving their short-term and long-term investment goals. This will involve proper profiling of clients and offering a range of financial products such as debt products, structures, equities, mutual funds, fund-based real estate products, and other investment products. In this role, you will play a key part in the development and implementation of marketing plans aimed at acquiring new customers in the corporate space. You will also be responsible for formulating acquisition initiatives to attract and handle a group of HNI (High Net Worth Exclusive) clients. Profiling customers and providing them with financial products tailored to their needs will be a crucial aspect of your responsibilities. Additionally, you will be expected to deepen client relationships through cross-selling to mapped broking clients and offering services based on customer needs. Your objective will be to enhance and retain customer profitability by capturing a larger share of the wallet and generating high income per customer. Acquiring new customers who meet specific product criteria through cross-referrals will also be part of your role. The ideal candidate for this position should hold an MBA/PGDBA/PGPM or equivalent degree in addition to certifications such as AMFI, NISM, and IRDA. Strong analytical skills, excellent communication abilities, and a proactive approach to business development are essential for success in this role.,

As a Relationship Manager, your primary responsibility will be to establish and maintain partnerships with Wealth Management Firms, MFDs, RIAs, and Independent Advisors to serve as Referral Partners for presenting Fixed Income opportunities to their clients. You will be required to engage with these Partners regularly to exchange ideas and insights on fixed income investments. Additionally, you will need to facilitate the resolution of trade-related inquiries from Partners and strive to achieve predefined Key Result Areas (KRAs). To excel in this role, you should possess a minimum of a Graduation degree, with a preference for Post-graduation qualifications. A solid background of 3-5 years in Relationship Management, particularly in acquiring and servicing MFDs, RIAs, and Wealth Management Firms, is essential. Proficiency in at least one regional language, along with the necessary NISM certifications, is mandatory. Strong communication skills and a collaborative approach to teamwork are also crucial for success in this position.,

The job involves working for an international bank, Standard Chartered, which has a history of more than 170 years in making a positive impact for clients, communities, and employees. The bank encourages questioning the status quo, embracing challenges, and seeking opportunities for growth and improvement. If you are someone looking for a purpose-driven career in a bank that values making a difference, Standard Chartered welcomes your application. The bank celebrates individual talents and is committed to fostering an inclusive work environment where diversity is valued and inclusion is advocated. At Standard Chartered, our purpose is to drive commerce and prosperity through our unique diversity, and our brand promise is to be here for good. These goals are achieved by embodying our valued behaviors in our daily work. We believe in doing the right thing with assertiveness, integrity, and client-centricity. We strive to never settle, continuously seeking improvement, innovation, and simplicity. We value working together, embracing individuality, inclusivity, and collaboration for long-term success. Standard Chartered offers a comprehensive benefits package to support employees" well-being and development, including core bank funding for retirement savings, medical and life insurance, and flexible voluntary benefits in some locations. Employees enjoy various time-off options such as annual leave, parental/maternity leave (up to 20 weeks), sabbatical leave (up to 12 months), and volunteering leave (3 days), in addition to global standards for annual and public holidays. The bank provides flexible working arrangements that accommodate home and office locations, with options for different working patterns. Employees have access to proactive well-being support through digital platforms, development courses, an Employee Assistance Programme, sick leave, and mental health resources. Standard Chartered promotes a continuous learning culture that encourages growth, reskilling, upskilling, and access to diverse learning opportunities. By joining Standard Chartered, you become part of an inclusive and values-driven organization that celebrates diversity, fosters respect, and enables individuals to reach their full potential.,

As a research/analysis associate at Cycas Investment Advisors, your primary responsibility will be conducting detailed financial analysis to support investment decision-making processes. You will be tasked with researching various companies, industries, economies, and financial products, and presenting your findings either verbally or in written form. The role requires meeting deadlines, absorbing information from a variety of sources, and delivering high-quality output. The majority of your work will involve research and reading, with a focus on providing personalized wealth management solutions to Cycas" family office clients. You will work closely with internal and external team members to develop and maintain financial models, evaluate investment opportunities, and assess potential risks. Additionally, you will assist in the preparation of financial reports, presentations, and models. Ideal candidates for this position should have a background in finance or accounting, along with strong language skills. Strong analytical and comprehension abilities are essential, and applicants must be able to demonstrate previous research experience through projects, reports, essays, or presentations. While a working knowledge of corporate finance is beneficial, it is not mandatory. Excellent written communication skills, fluency in English, and proficiency in computer applications are required. Candidates should feel comfortable creating various types of reports, essays, and presentations. The ability to work independently, conduct self-directed research, and take initiative are essential qualities for success in this role. This position is suitable for individuals looking to kickstart their career in the investment advisory sector, transition into an investment analyst role, or prepare for further academic pursuits. At Cycas Investment Advisors, you will receive high-level guidance and mentorship to support your professional growth and development.,

Join a global leader in wealth management and become a part of a dynamic team of experienced financial advisors at deVere. We are committed to empowering our advisors by providing continuous training, facilitating career growth, and offering access to an extensive international network of clients. Our organizational culture is built on ambition, innovation, and a strong emphasis on supporting our people to achieve success. As an experienced financial advisor with us, you will have the opportunity to manage diverse wealth portfolios for high-net-worth clients. We provide comprehensive training programs and avenues for career progression to help you enhance your skills and expertise. Additionally, you will have access to a wide range of financial products, including Lump Sum Investments, Pensions, Global Funds, and more. To be considered for this role, you must hold qualifications such as CWM, CISI, CIWM, or CFP. Previous experience in financial advisory roles (excluding accounting, audit, or finance management) is essential. We are looking for individuals with strong relationship-building skills who adopt a personalized advisory approach to client interactions. Your responsibilities as a financial advisor will include building and managing client portfolios by offering tailored wealth solutions, providing advice on global investment opportunities, and identifying risks and opportunities for continuous growth in Assets Under Management (AUM). If you are ambitious, target-driven, and eager to advance your career in financial advisory, join us today and be a part of our success story. Apply now to take your advisory career to new heights with deVere.,

As a Customer Relationship Manager, you will be at the forefront of delivering exceptional customer experiences. Your primary responsibility is to ensure customer satisfaction by managing wealth, addressing inquiries, resolving issues, and providing support related to our products and services. Responsibilities Customer Interaction: - Respond promptly and courteously to customer inquiries via phone. - Provide accurate information about products, services, and client status. Job Type: Full-time Benefits: - Cell phone reimbursement - Internet reimbursement - Leave encashment Schedule: Day shift - Performance bonus - Quarterly bonus Experience: - Total work: 2 years (Required) - CRM: 2 years (Required) Language: - English (Required) Location: - Kozhikode, Kerala (Required) Work Location: In person Application Deadline: 12/01/2025 Expected Start Date: 15/01/2025,

As a Wealth Manager at AQT Direct Limited in Noida, Sector 62, you will be a key member of our dynamic financial services company specializing in investment opportunities, wealth management, and private equity. Your role will involve building and maintaining relationships with high-net-worth individuals (HNIs) and potential investors to drive private equity sales. You will be responsible for conducting a minimum of 40 client meetings per month, focusing on investment opportunities, developing and executing fundraising strategies, and identifying new business opportunities to expand the client portfolio. To excel in this role, you should possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field, along with a minimum of 5 years of experience in sales within the finance or private equity sector. Your strong network of HNIs and demonstrated experience in fundraising will be crucial in meeting the job requirements. Additionally, you should have a proven track record of successful client meetings related to investments, an excellent understanding of financial products, investment strategies, and market dynamics, as well as exceptional communication, negotiation, and interpersonal skills. As a Wealth Manager, you will be expected to provide tailored financial advice and investment solutions to clients, aligning with their financial goals. You will collaborate with internal teams to develop innovative financial products that meet client needs and track market trends and insights to provide clients with strategic investment recommendations. The ability to work independently and as part of a team in a fast-paced, dynamic environment is essential for success in this role.,

The ideal candidate for this role will be responsible for participating in the implementation of the Avaloq Core Banking Platform. Your duties will include analyzing requirements, designing software solutions, writing business and technical specifications, parameterization and customization of various core banking software modules, designing and developing user interfaces, as well as designing and executing manual and automated test cases. Additionally, you will provide technical expertise and support for both internal and external stakeholders. To be successful in this position, you must possess the following mandatory skills: Avaloq Certification (valid or expired), a minimum of 5 years of Avaloq parametrisation experience in the Investments module, participation in multiple Avaloq Core Banking Platform implementations in the business, ability to develop high-level software designs and solutions, excellent analytical skills, systematic approach to problem-solving, ability to articulate complex technical issues to business stakeholders, high customer orientation, excellent interpersonal and communication skills with a good command of written and spoken English, and willingness to travel abroad. Nice-to-have skills for this role include experience in Wealth Management, knowledge of Regulatory requirements, and Avaloq coding and analysis experience.,

You have the opportunity to join our team as an Insurance Agent with a minimum of 3 to 7 years of experience. The ideal candidate will be based in one of the following locations: Mumbai, Pune, Nasik, Ahmedabad, Baroda, Surat, Bengaluru, Delhi, Kolkata, or Chennai. As an Insurance Agent, your primary responsibility will be to engage with potential customers to generate new business. You will be tasked with selling, soliciting, differentiating, and negotiating various insurance plans to cater to the specific needs of your assigned or prospective customer base. Your ultimate aim will be to cultivate strong, positive relationships, drive growth, and enhance our firm's reputation. Key Responsibilities: - Develop effective marketing strategies and promote a wide range of insurance contracts, as well as suggest modifications to existing ones - Establish and nurture productive relationships to build a pool of potential clients through networking, cold calling, referrals, and other means - Assess the insurance requirements and financial status of businesses or individuals, and recommend suitable protection plans - Collaborate with clients to implement risk management strategies tailored to their risk profiles - Provide regular progress reports on monthly/quarterly initiatives to stakeholders - Maintain accurate bookkeeping systems, databases, and records - Monitor insurance claims to ensure satisfactory outcomes for all parties involved - Meet customer acquisition and revenue growth targets - Stay updated on industry trends and continuously expand your knowledge of new products and services Skills Required: - Proficiency in insurance contracts and client relationships - Strong communication and negotiation skills - Thorough knowledge of various insurance plans and products - Experience in cold calling and customer acquisition - Ability to develop and implement effective marketing strategies - Focus on client satisfaction and relationship building - Expertise in agency development and bookkeeping - Proficient in database management and sales techniques - Knowledge of risk management and wealth management principles - Ability to manage client relationships effectively through networking and communication If you have the necessary experience and skills to excel in this role, we encourage you to apply and be a part of our dynamic team.,

As a VP-Asset Management Wealth Academy Team Lead at HSBC, you will play a crucial role in supporting the Sales and Distribution team by overseeing the design, organization, and management of the insurance training curriculum for HSBC Asset Management. Your responsibilities will include developing creative strategies for delivering investment content, leading the AM Wealth Academy team, and ensuring the timely delivery of training modules aligned with the organizational goals. You will be responsible for driving the vision and strategy of the AM Academy, fostering a culture of creativity and innovation within the team. Your leadership skills will be essential in inspiring and guiding Academy Managers, providing mentorship, and creating an environment that encourages collaboration and professional growth. Your role will involve overseeing the creation of tailored Wealth and Investment learning content that aligns with IWPB training requirements and AM commercial priorities. You will be encouraged to use multimedia and innovative approaches to enhance learning experiences and ensure the effective implementation of training sessions and workshops that meet the needs of clients and customers. Collaboration with senior stakeholders across the business will be crucial in aligning learning initiatives with strategic objectives and market needs. Building strong relationships with key stakeholders will be essential to ensure their support and engagement in the Academy's initiatives. To excel in this role, you are required to have a Post Graduation/MBA or equivalent from a reputed institute, along with investment certifications. With 8+ years of experience in the Asset Management and Capital Markets industry, including at least 5 years in Sales Management, coaching, and distribution support, you should have a strong understanding of financial markets, macroeconomic environments, and investment products. Your proven leadership abilities, analytical skills, and proficiency in communication will be essential in inspiring and motivating teams, making informed decisions, and distilling complex data into actionable insights. Relevant investment qualifications such as CFA, CIPM, or ESG certification, as well as experience in designing and delivering training programs, will be beneficial for this role. Join HSBC and discover a workplace that values continuous professional development, flexible working, and opportunities for growth within an inclusive and diverse environment. HSBC is an equal opportunity employer committed to fostering a culture where all employees are respected, valued, and provided with the platform to voice their opinions. Your personal data will be handled in accordance with HSBC's Privacy Statement.,

You will be part of GA Wealth Management Private Limited, a company with global ambitions in the financial services industry. Our aim is to be a leading aggregator providing tailored financial solutions to High-Net-Worth Individuals (HNIs), Non-Resident Indians (NRIs), Ultra-High-Net-Worth Individuals (UHNIs), Family Offices, and Fund Houses. Our advanced tech platform allows clients to access a variety of wealth products aligned with their preferences and financial goals. You will empower clients to take control of their wealth creation journey and achieve lasting financial success. With our extensive experience as Corporate and Management Consultants, we have supported businesses in various areas such as fund raising, capital restructuring, private equity, investment banking, and IPO listings. Building on this expertise, GA Wealth Management Private Limited was established to offer comprehensive wealth management solutions to a broader client base. We are looking for an award-winning, dynamic Wealth Manager with an entrepreneurial mindset and a passion for sales and business development to join our esteemed Wealth team. In this role, you will guide clients in achieving their financial aspirations by developing personalized financial strategies, managing investment portfolios, and utilizing financial instruments for growth and risk management. To be eligible for this role, you should have a Masters degree in marketing & finance, business administration, or a related field, along with 7+ years of experience as a wealth manager in banks or reputed financial services. Preferably, you should be a Certified Financial Planner or hold relevant certifications in investment & wealth management. A proven track record of achieving sales targets, building a successful client portfolio, and strong knowledge of financial markets, investment products, and wealth management principles are required. Additionally, excellent communication, interpersonal skills, analytical abilities, and a results-oriented mindset are essential. At GA Wealth Management, we offer a competitive compensation package, an attractive variable structure, comprehensive health benefits, and a collaborative environment that supports growth and success.,

As a Sales Manager specializing in HNI/UHNI Investor Relations at Solar Capital, you play a pivotal role in democratizing access to solar energy investments. Solar Capital is dedicated to empowering High Net Worth Individuals (HNI) and Ultra-High Net Worth Individuals (UHNI) to own high-yield solar assets, thereby creating a new asset class that combines clean energy with robust returns for impact-driven wealth creation. Your primary responsibility revolves around engaging with high-value investors and showcasing the long-term returns, tax advantages, and climate impact associated with our solar asset opportunities. By leveraging your deep connections within the HNI/UHNI network, you will identify, connect with, and pitch to potential investors, understanding their financial goals to align them with suitable solar investment plans. Building trust-driven, long-term relationships with investors is key, as you manage the end-to-end onboarding and documentation process. Your role involves conducting investor presentations, webinars, and 1:1 sessions, collaborating closely with the investment and technical teams to ensure seamless execution, meeting monthly fundraising targets, and expanding the investor network. To excel in this role, you should possess a minimum of 4-8 years of experience in wealth management, investment sales, or private banking. A strong network among HNIs, UHNIs, family offices, or NRI investors is crucial, alongside excellent communication, persuasion, and relationship-building skills. Experience in selling investment products or real assets is advantageous, and a passion for sustainability and clean energy is a bonus. Solar Capital offers a competitive fixed salary combined with a lucrative incentive structure. You will have the opportunity to contribute to the development of a new green asset class, enjoy a high degree of autonomy in a growth-oriented role within a purpose-driven organization, and potentially benefit from Equity/ESOPs as a top performer. If you can fluently speak the language of returns and responsibility, envision a future powered by solar energy, and are eager to assist others in benefiting from it, we invite you to join our team at Solar Capital.,

Grow your career with a growing organization. Whether you are helping people reach their long-term financial goals or providing personal wealth management strategies, you will play a crucial role in changing the lives of the individuals we serve for the better. The job satisfaction in this role is unparalleled. Additionally, you will have the freedom to support causes that are important to you and be part of a truly inclusive work environment. Your future begins now. The team's key responsibilities revolve around maintaining a meticulous platform for clients to conduct transactions, such as investing in and withdrawing funds. They are also tasked with formatting and providing trade-related data of funds to both internal teams and external clients upon request for specific purposes. Accurate reporting on a periodic basis is essential for various financial institutions. Setting up Mutual Funds in the Empower Platform and handling Fund Reporting requests including excessive trading, distribution rules, investment funds, and other processes is a crucial aspect based on requests from internal and external sources. Ensuring quality control standards on new fund set-ups on the Empower system is a key responsibility. Daily monitoring of the requests queue and prioritizing based on Turnaround Time (TAT) and Service Level Agreement (SLA) is imperative. Reviewing plans and funds from Fund Houses and within the department is essential. Providing subject matter expertise support to internal team, onshore, and downstream teams is also part of the role. Collaborating with Fund Houses and upstream/requestor to resolve issues and minimize risks is a critical responsibility. Completing all daily, monthly, and ad-hoc tasks and reporting accurately and within specified deadlines is a key aspect of the job. Promptly escalating all issues effectively to the supervisor is necessary. Please note that this job description is not exhaustive and may be subject to revisions by the employer at any time. Your performance will be evaluated based on your execution of the responsibilities and tasks outlined in this job description. You may also be required to perform additional duties not explicitly mentioned in this description. This job description does not serve as a contract for employment, and either you or the employer may terminate the employment at any time, based on the terms and conditions of your employment contract.,

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture, and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. As a Technical Business Analyst, you will be responsible for creating detailed business requirements for functional (e.g., API Specifications, business processes, rules) and non-functional (e.g., performance improvements, data, security) capabilities. You will need to excel in translating technical concepts to a business audience and business information to a technical audience. Good data analysis skills, including experience with structured and unstructured data analysis, are essential for this role. In this position, you will be required to understand existing JSON-based API documentations to analyze bugs or enhancements reported in non-prod and prod environments for supporting the consumers of the API. Additionally, you will need experience with validating the deliverables for SOAP/REST APIs for non-prod and Prod release validations. You will play a crucial role in validating test cases to ensure that scripts evaluate the business function being performed and providing support for application development teams by documenting business processes. Collaborating with User Experience/Design resources to help visualize requirements into prototypes will also be part of your responsibilities. Preferred skills for this role include experience working in the Wealth or Asset Management Industry, exposure to portfolio management, trade execution, data control and operations, and portfolio administration. Strong leadership skills and excellent client-facing abilities are highly valued. A degree in MBA/MCA/BE/B.Tech or equivalent with 4 to 8 years of experience is preferred. EY is dedicated to building a better working world, creating long-term value for clients, people, and society while fostering trust in the capital markets. With diverse teams in over 150 countries, EY utilizes data and technology to provide trust through assurance and help clients grow, transform, and operate. Across assurance, consulting, law, strategy, tax, and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.,

You have an excellent job opportunity as an Investment Advisory Sales & Business Development professional at a fintech advisory firm based in New Delhi. The firm focuses on Mutual Funds and overseeing Assets Under Management (AUM). As a part of the core team, you will work closely with the founders in a fast-growing personal finance advisory platform. Your responsibilities will include acquiring clients for investment planning, goal-based financial planning, and asset allocation strategies. You will also be involved in preparing reports and presentations for investor awareness and client engagement. Educating potential clients about the firm's services through offline or online meetings and converting new clients will be key aspects of your role. The role does not involve product selling targets and requires you to work full days from Monday to Friday (9:30 AM to 6:30 PM) with half-day work from home on Saturdays. You will have a mix of work from the office and meeting clients face to face as needed. Experience in dealing with High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs) is essential, along with managing Mutual Funds or AUM independently. Ideal candidates should have an educational background in Finance, Marketing, or Sales with a minimum of 3 years and a maximum of 15 years of experience in Sales, Wealth Management, or Banking. Acquiring HNI/UHNI clients in wealth/portfolio management, mutual funds, and financial planning will be your primary focus. Good written and spoken English communication skills are necessary for this role. Additionally, being presentable, analytical, possessing good interpersonal skills, being a quick learner, and having an ownership mindset are valuable soft skills required for success in this position. The company is a fee-only fintech advisory firm established in 2014, offering unique and high-quality investment management solutions. Run by professionals from IIT/CFA/CFP backgrounds, the firm is a SEBI Registered Investment Adviser (RIA), providing unbiased and personalized services at an affordable cost. The firm operates as a true fiduciary by not earning any commissions. The office is located in Nehru Place, Delhi. If you meet the candidate eligibility criteria and possess the required qualifications and skills, please share your updated resume along with details of your Current CTC, Expected CTC, Notice period, and Reason for job change to chitamber@thesearchhouse.com. Thank you for considering this opportunity. Chitamber Sana Connecting Jobseekers Hiring Companies Mobile: 9650695871 Website: http://www.thesearchhouse.com,

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management 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 marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Hyderabad, Bangalore, Chennai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less

Urgent Opening- Sr Manager/ Chief Manager/Wealth Management Designation- Sr Manager/ Chief Manager/ Wealth Management 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 marketing team and product team Must Haves: Excellent socializing and relation building skills. Excellent communicating and listening skills, ability to explain complex information clearly and in a simplified manner. Should be a confident individual and must conduct and present themselves well in front of client Able to analyse the requirement of the clients basis their financial goals and have strong logical and numerical ability Ability to deal with stress and follow procedures. Has good emotional stability and conscientiousness when dealing with achieving targets. Should always identify opportunities for greater profit Follows the guidelines and compliance needs and be closely monitored and response to any request for documentation Desired Candidate Profiles Candidate Should have a minimum 7 ears to 12 years of experience in Wealth Management, Financial Planning & Investment Advisory. Possession of requisite certifications will be an added advantage Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. Should have a proven track record of AUM generation. Aum size minimum 30 cr Location- Pune/ Mumbai Salary- 15 lpa- 25 lpa Interested Candidate can mail there resume to Gaurav. [HIDDEN TEXT] Show more Show less

Job Description: Job Title: Administration, NCT Location: Mumbai, India Role Description Within PB, the client service team plays a constructive role in partnering with coverage in driving Key Business initiatives and RTB (Run the business) activities. Function ensures adherence to risk & control governance framework in line with Regulatory requirements / Internal policies /Audit standards; also involving front-to-back review of processes and scaling up of controls to address the gaps that are self-identified or highlighted by Regulators. The successful candidate will engage in comprehensive support activities for PB EM client services. This includes collating, preparing, and reviewing reports, as well as ensuring accurate submissions are verified and delivered promptly. What we ll offer you As part of our flexible scheme, here are just some of the benefits that you ll enjoy Best in class leave policy Gender neutral parental leaves 100% reimbursement under childcare assistance benefit (gender neutral) Sponsorship for Industry relevant certifications and education Employee Assistance Program for you and your family members Comprehensive Hospitalization Insurance for you and your dependents Accident and Term life Insurance Complementary Health screening for 35 yrs. and above Your key responsibilities Managing travel bookings with our travel agent (BCD) for staff travelling on business DB Buyer raising invoices for payment e. g. stationary supply in office / legal fees etc DBlist recertification Accessio / ACL access raising / amending team accesses to ACLs WMES dbTiger / DbFlow / ABR / Pulse aligning teams across various applications DBsrs raising application accesses Liaise with IT / real estate services for any support needed by a team member Meeting minutes (IT meeting, corp security meeting, BRRM) Business Cards physical / digitalOrg chart / staff list update Expenses MDs / MHs Booking cars MDs / MHs Marketing events / client dinners etc Coordinate meetings / calendar management / access management - for senior management visiting the office Affixing digital signatures on client communication (e. g. DIFC retag letters) New hires confirmation to booking centers monthly New joiner assistance Your skills and experience University graduates and candidates with a minimum of 2 years of relevant experience. Keen learner and quick adapters of change and good team player Self-initiative and to be able to manage and deliver with time bound activities Willing to learn and take on additional scope of work with training Good communication skills (oral and written) and interpersonal skills. Good understanding of Wealth Management products and services and regulatory environment. How we ll support you Training and development to help you excel in your career Coaching and support from experts in your team A culture of continuous learning to aid progression A range of flexible benefits that you can tailor to suit your needs https://www. db. com/company/company. htm We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively. Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group. We welcome applications from all people and promote a positive, fair and inclusive work environment.