10272 Wealth Management Jobs - Page 11

Major Duties : Responsible for ensuring timely and accurate processing of transactions within established guidelines Ensures day to day deliverables are met Checklists are to be prepared and submitted to the next level on a daily basis Handles resolution of issue highlights issues to the supervisors/experts Tracks trends within the daily deliverables(SLA/KRA) and work along with supervisor to enhance their processes / procedures knowledge Responsible for identifying and resolving problems within established guidelines Expected to use some initiative but refer more complex problems to supervisors/experts Works effectively as a team member but also independently Working towards becoming profic...

Major Duties : Responsible for ensuring timely and accurate processing of transactions within established guidelines. Ensures day to day deliverables are met. Checklists are to be prepared and submitted to the next level on a daily basis. Handles resolution of issue highlights issues to the supervisors/experts Tracks trends within the daily deliverables(SLA/KRA) and work along with supervisor to enhance their processes / procedures knowledge. Responsible for identifying and resolving problems within established guidelines Expected to use some initiative but refer more complex problems to supervisors/experts Works effectively as a team member but also independently Working towards becoming pr...

Step into the role of Vice President - Private Banking India Operations at Barclays, where you will play a pivotal role to manage operations within a business area and maintain processes, risk management initiatives and compliance with relevant regulators. You will take ownership of your work, ensuring it aligns with the relevant rules & regulations, and codes of conduct. You may be assessed on key critical skills relevant for success in role such as: Lead operations for Private Banking across India, including client onboarding, KYC/CDD, additionally, manage Trust Operations involving transaction processing and service delivery. Drive operational efficiency, automation, and scalability acros...

Role Overview Were seeking a detail-oriented, compliance-driven professional to manage client onboarding and KYC operations in the wealth management space Youll play a key role in ensuring regulatory compliance, seamless client experience, and efficient coordination with custodians, brokers, and internal teams Key Responsibilities Manage end-to-end client onboarding with custodians, banks, and brokers Conduct KYC, AML, PEP, and sanction list checks as per SEBI/RBI/APMI guidelines Act as the first point of contact for onboarding and compliance queries Liaise with internal teams to ensure smooth client activation and documentation Maintain up-to-date onboarding records, audit trails, and repor...

Role & responsibilities Wealth, Investment, Trade FX or Insurance Expert. Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Prefer...

Role & responsibilities Wealth, Investment, Trade FX or Insurance Expert. Increase the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through business banking, wealth products like Trade Forex, Insurance, Investments, Retail Assets, Home Loans, LAP, General Insurance , PMS, AIF etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual (resident and NRI) clients. Increase product penetration and exit barriers, by cross- selling more number of products per client. Performing Portfolio allocations, reviews & financial check-ups for each client at defined frequency. Prefer...

Join us as an " Operation Analyst -Investment Operations" at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionize our digital offerings, ensuring unapparelled customer experiences. To be successful as an " Operation Analyst -Investment Operations", you should have experience with: Roles and Responsibilities: The core activities/responsibilities for this function are mentioned below- Execution and Settlement of Transactions for Wealth, PMS and Advisory Clients- 1) Exchange Trades Equities & Derivatives 2) Mutual Funds 3) Bonds, MLDs, IPOs 4) Managed Products, Maintenance of Security Ma...

As a Software Engineer III at JPMorgan Chase within the Consumer and Community - Wealth Management, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products that are secure, stable, and scalable. Your role involves implementing critical technology solutions across multiple technical domains, supporting various business functions to achieve the firms objectives. Job responsibilities Design, develop, and optimize ETL pipelines using AWS Glue (Pyspark and Python). Architect and automate AWS infrastructure using Terraform (IaC). Integrate AI/ML models (using AWS SageMaker or custom solutions) into data pipelines for batch an...

Accelerate workflow adoption and implement automation solutions to optimize operational performance in Asset & Wealth Management. Job Summary As a Workflow Product Delivery Specialist within the Asset and Wealth Management Operations team, you focus on promoting workflow adoption and integrating automation across various tools. You are responsible for designing, implementing, and delivering data-promoten solutions that foster a culture of performance management and operational best practices. In this role, you collaborate with stakeholders to identify automation opportunities and ensure seamless product delivery. Job Responsibilities Design and implement workflows and automation solutions us...

Location: Mumbai/ Chennai / Hyderabad Experience Required: 15+ Years in Wealth Management CTC: 30 LPA - 70 LPA (Negotiable based on current CTC and interview) Employment Type: Full-Time, Permanent About the Role We're looking for a seasoned 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 worth above 5 crore) an...

Manage financial accounts of company directors. Prepare and file income tax returns (ITR). Handle taxation, GST, TDS, and compliance. Oversee wealth & investment accounting. Coordinate with auditors and tax consultants. Requirements: Experience: 2+ years in accounting & taxation (preferably in wealth management). Skills: Tally, ITR filing, tax planning, financial reporting. Interested Candidate, Please share cv at hr@orientcables.in

We are seeking a detail-oriented and experienced Junior Accountant with a background in Wealth Management to join our team. The ideal candidate should have hands-on experience in Director Account Handling , ensuring accurate financial reporting and maintaining confidentiality. Key Responsibilities: Manage and maintain Director's personal and corporate accounts , including bank reconciliations and financial records. Handle wealth management tasks such as investment tracking, asset management, and financial planning assistance. Ensure accurate ledger entries , journal posting , and bank reconciliation . Prepare and analyze financial statements , MIS reports , and tax documentation . Monitor in...

We are seeking a detail-oriented and experienced Junior Accountant with a background in Wealth Management to join our team. The ideal candidate should have hands-on experience in Director Account Handling , ensuring accurate financial reporting and maintaining confidentiality. Key Responsibilities: Manage and maintain Director's personal and corporate accounts , including bank reconciliations and financial records. Handle wealth management tasks such as investment tracking, asset management, and financial planning assistance. Ensure accurate ledger entries , journal posting , and bank reconciliation . Prepare and analyze financial statements , MIS reports , and tax documentation . Monitor in...

Direct Responsibilities : Responsible for gathering assets for investment productssuch 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 client 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. Contributing Responsibilities : • To acquire new clients and activate them with asset collectio...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Who We Are Job Description Key Responsibilities Work with stakeholders to understand requirements and deliver AI solutions across several domains in Wealth Management. Stay updated with the latest advancements in AI and machine learning technologies. Conduct research and experiments to improve AI capabilities within the division. Required Competencies Retrieval-Augmented Generation (RAG): Experience in developing and implementing RAG models to enhance information retrieval and generation tasks. Vector Stores: Knowledge of Vector Stores for efficient data storage and retrieval. Prompt Engineering: Skills in designing and optimizing prompts for AI models to improve accuracy and relevance. Larg...

You enjoy shaping the future of product innovation as a core leader, driving value for customers, guiding successful launches, and exceeding expectations. Join our dynamic team and make a meaningful impact by delivering high-quality products that resonate with clients. As a Product Manager in Banking Wealth Management team, you are an integral part of the team that innovates new product offerings and leads the end-to-end product life cycle. As a core leader, you are responsible for acting as the voice of the customer and developing profitable products that provide customer value. Utilizing your deep understanding of how to get a product off the ground, you guide the successful launch of prod...

Role & responsibilities 1. Trading on behalf of clients 2. Building relationships with clients & educating them about investments. 3. Client Acquisitions as per targets and cross selling of 3rd party products. (MF, Insurance, SIP, etc.) Must have - 1. Capital Market Knowledge(Equity, derivatives, future,& options) 2. Educating customers about various investment product like insurance, mutual fund, SIP. 3. Excellent communication skills 4. NISM 8 and NISM 5A certificate Interested candidates can share their resume om Samidha.mahadik@hdfcsec.com

Key Responsibilities1 Market & Portfolio Insights Build and communicate structured insights around portfolios, markets, and macro trends through reports, dashboards, and presentations Evaluate portfolio performance drivers, risk exposures, and valuation trends using data-driven frameworks Collaborate with Fund Management, Research, and Product teams to contextualize insights and drive investment outcomes Thought Leadership Write high-quality articles, blogs, and research pieces that reflect independent, well-reasoned thinking Contribute to Dezerv s voice on markets and portfolio strategy shaping how investors understand risk, return, and discipline Data & Technology Integration Extract, proc...

Data validation and analysis for market data used for index computations Bespoke reports for end clients Ownership and accountability of any activities performed by the individual. Liaise with Trading desk, regional counterparts and counterparties for speedy resolution of breaks identified Continuously improve the process. Analytical mindset and thrive to improve upon existing way of doing the process Mandatory Skill Set : Finance Background Experience in OTC Derivatives Excel proficiency Desired Skill Set : Knowledge of Index workings Basic knowledge of Python would be an added advantage

Advise clients on equity investment strategies based on detailed analysis of company financials, market trends, and sector performance. Conduct research to identify investment opportunities and threats, keeping clients informed of significant market developments Monitor and report portfolio performance; recommend portfolio adjustments as needed Ensure compliance with regulatory standards (such as SEBI guidelines), and uphold ethical practices in every advisory interaction. Educate clients about risk management, asset allocation, and diversification to help them achieve their investment goals Key Skills and Qualifications: Bachelors degree in Finance, Economics, Business or a related field Ce...

Role & responsibilities Dealing with HNI and Ultra HNI Clients Cross Sell the products PMS ,AIF, Mutual Fund ,Life Insurance ,HL ,GL Etc Conduct daily sales calling with prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. Achieve financial goals of the clients through va...

Financial Planning / Paraplanner: Educational Qualification: B.Com / BBA / M.Com Experience: 0 - 3 Years Location: Chennai & Bangalore Job Description: As a paraplanner, you will be closely working with Australian financial advisers and responsible for maintaining ongoing communications with financial adviser, meeting preparation, creation of financial plans and other administrative tasks relating to the financial adviser clients. You are required to be extremely detail-oriented, accurate, organized, able to prioritize and must always exhibit excellent verbal and written communications skills Job Responsibilities: Conducting investment research, reporting, and analysis. Preparing financial a...

Acquire and manage HNI/UHNI clients via networking, referrals, and strategic partnerships. Provide advisory on Mutual Funds, Bonds, SIPs, AIFs, Equities, Commodities & Currency. Achieve AUM & revenue targets, ensuring long-term client satisfaction. Required Candidate profile 7–15 yrs in Wealth Management/Broking, proven success managing large AUM portfolios. Strong market knowledge, investment expertise, communication, networking & leadership skills. Client-focused

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 ...