3643 Wealth Management Jobs - Page 15

ASSET AND WEALTH MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditional and alternative markets offering products and services. Advisors , understanding our clients priorities and poised to help provide investment advice and strategies that make sense for their portfolios. Thought Leaders , providing timely insights across macro and secular themes to help inform our clients investment decisions. Innovators , using our suite of digital solutions to help our clients address complex challenges and meet their financial goals. Operations is a dynamic, multi-faceted function that partners with all parts of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. In addition, Operations provides essential risk management and control to preserve and enhance the firm s assets and its reputation. For every trade agreed, every new product launched, or market entered, every transaction completed, it is Operations that develops the processes and controls that makes business flow YOUR IMPACT Are you looking to apply your analytical skills in managing an inventory of loan products? Our Corporate Loan and Real Estate Servicing team is seeking a professional who can work effectively with a wide range of stakeholders internally and externally. OUR IMPACT Corporate Loan Servicing team and Real Estate Servicing Teams are responsible for managing life-cycle events on Loan Deals. The team is also involved in various aspects of recording and maintaining risk inventory by working closely with stakeholders in the Finance, Credit and Technology segments. JOB SUMMARY AND RESPONSIBILITIES Handling of loan servicing activities (new borrowings, increases, rollovers, paydowns, commitment reductions) and ensure currency cut-offs are followed. Have a front-to-back understanding of the loan product and the events associated with it by managing a complex portfolio and be an SME. Maintain a clean inventory for the team and perform effective supervision and EOD checks including payment approvals. Ensure control measures are established to scrutinize exceptions/errors to prevent any operational losses and review these measures constantly. Adherence to daily operation policy and procedure and internal controls Ensure posting and escalation process is adhered to Own control reports and be part of weekly metrics and contribute towards RCSA deliverables. Create an environment where skills are shared and achieve department and business goals Train, coach and mentor the new joiners in the team BASIC QUALIFICATIONS Bachelor s degree in a finance related field. Proven analytical skills, problem solving ability, and a control mentality paired with meticulous attention to detail. PREFERRED QUALIFICATIONS Knowledge of MS Office applications. Aptitude for dealing with complex issues and communicating them to various stakeholders. Flexible and able to work well under pressure along with leading the team in the right direction. Self-motivated and proactive team player, who takes ownership and accountability of projects, has strong organizational skills as well as the ability to effectively manage competing priorities. We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers

Are you a CA with expertise in accounting and data analysis? Are you a Financial Reporting, Business Intelligence or Data Analyst? Do you have a know-how for analyzing financial information? We re looking for an intern in RAS ESG to: prepare high quality and timely quarterly and annual internal and external disclosure collaborate closely with other teams in Reporting and Analytics Services, Group Accounting & Controlling, Chief Sustainability Office and Business Division CFO areas support the team for collating requirements and specifications for new developments support the implementation of the Finance Reporting Strategy system and testing of new functionalities together with IT to enable digital dashboard solutions a CA Intern, with a strong understanding of Accounting and Finance principles knowledge in data analysis and reconciliation of financial data knowledge using MS Excel, VBA skills, database management, Power BI knowhow will be an added advantage know-how of change management and should be able to provide process improvement ideas knowledge of maintaining data structure and standard operating procedures UBS is the world s largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.

About 1% Club 1% Club is on a mission to make Financial Independence a reality. In under two years, we ve built multiple large, profitable businesses under one brand from financial education and SEBI-registered investment advisory to insurance and credit card services. Backed by Nikhil Kamath (Zerodha) and a 10 crore fundraise, we also grew an organic distribution of 80 lakh+ followers among India s English-speaking middle class. Now, we re using this strong foundation to build a tech-first, AI-driven wealth management platform solving everything money in one seamless app. At 1% Club, you ll take products from zero to scale, solve deeply technical, user-first problems, and build for millions. If you want to shape the future of how India manages its wealth this is the place. What will you do? You ll be working on the core systems behind a platform thats redefining how millions of Indians manage their money, with real-time applications, AI copilots, and blazing-fast apps. You ll have end-to-end ownership of features, working directly with the CTO and founding team to take ideas from whiteboard to production. We care less about what stack you ve used and more about how you think. You should be fluid across tech, know the why behind every decision, and treat speed and stability like religion. If you can write clean code, debug production like a ninja, and nerd out on system-level optimization, we d love to have you. Key Responsibilities Design, develop, and maintain robust microservices in GoLang, with clean abstractions, high reliability, and readiness for scale. Mentor junior engineers, review code, and help maintain a high bar for technical excellence. Work closely with Product Managers, Designers & Backend Engineers to deliver seamless user experiences. Break down complex user problems into simple, scalable backend solutions. Own entire features end to end, taking responsibility for coding, unit testing, bug fixing & documentation. Participate in architectural discussions, contribute to the tech roadmap, and drive technical strategy. You ll be a great fit if you have 2-4 years of experience in a Backend SDE role, preferably in a fintech company. Strong proficiency in GoLang and experience with other programming languages such as JavaScript, TypeScript. Familiarity with DevOps tools and practices such as CI/CD pipelines, familiarity with AWS. Ownership and obsession with the product. Willingness to learn and adapt to new technologies and tools. Bonus points You can use AI to automate grunt work and 10x your output You have a good eye for details You think like a product owner, not just an engineer You have worked at a FinTech before Perks and Benefits BYOS (Build Your Own Setup): Mac/Windows/Linux, iPad, Monitors - anything you need to work comfortably. Work hard, Party harder: Company offsite, team lunch/dinner, game nights, and day outings are a few of the many things you ll experience if you work out of the Bengaluru office. Highly competitive salary: We offer above-market salary & equity packages. Hiring Process You can check out our hiring process from here . Apply now to join our team!

Skill required: Wealth Management - Wealth and Asset Management Applications Designation: Capital Markets Services Associate Qualifications: BBA/BCom/BMS Years of Experience: 1 to 3 years About Accenture Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. Visit us at www.accenture.com What would you do Applied Technology & Operations for Markets (ATOM) is a multi-client processing on-demand service platform. A trade processing service for the trading and treasury entities of our clients that they can plug onto in parts or entirely while focusing their efforts on what differentiates them on the market. ATOM BPaaS leverages cloud hosted architectures to deliver high quality run and change services. It integrates infrastructure and IT management services with business processes execution supported by an orchestrated layer of intelligent operations assets.Looking for someone with wealth management experienceA wealth management and investment advisory firm with a long history of supporting multi generational families in growing and preserving wealth. What are we looking for Review and validate customer account opening forms and supporting documents.Ensure compliance with KYC (Know Your Customer and other regulatory requirements.Perform quality checks on account opening cases to identify discrepancies or missing information.Liaise with internal teams ( Compliance, Risk) to resolve documentation issues.Maintain accurate records of validation checks and escalate non-compliant cases.Recommend process improvements to enhance accuracy and efficiency.Stay updated with changes in regulatory requirements and internal policies Roles and Responsibilities: In this role you are required to solve routine problems, largely through precedent and referral to general guidelines Your expected interactions are within your own team and direct supervisor You will be provided detailed to moderate level of instruction on daily work tasks and detailed instruction on new assignments The decisions that you make would impact your own work You will be an individual contributor as a part of a team, with a predetermined, focused scope of work Please note that this role may require you to work in night shifts Qualification BBA,BCom,BMS

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

Some careers open more doors than others. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers look after their day-to-day finances and manage, protect and grow their wealth. Our wealth management teams provide financial planning and advice and market insight and updates, as well as products in areas such as investments, deposits, insurance, financing and foreign exchange. They include relationship managers, who work to understand the financial needs of clients and create strategies to meet their objectives, as well as technical product experts, sales managers and support staff We are currently seeking a high calibre professional to join our team as a Premier Relationship Manager. Principal Responsibilities Developing our Premier customer base and establishing long term relationships with an assigned Premier clientele portfolio Managing the total wealth of your clients by matching our financial and investment product solutions to their financial needs Demonstrating genuine curiosity about customers, helping them reach their financial ambitions Connecting with product Specialists to provide more advanced technical input to identify and fulfil multiple needs with customers Promoting our Premier Service to potential customers, exploring their needs and making referrals to other business units where appropriate Supporting branch improvement initiatives, providing customer feedback of our Service and ensuring compliance with audit Requirements and quality assurance Understanding and adhering to local and global compliance Maintaining the levels of operational integrity required by HSBC and adhere to the business Principles and Values of HSBC. The C-suite will be overseeing CXO/CEO-level customers, a unique setup only found at HSBC for executive propositions. Multiple locations : Bangalore / Coimbatore / Hyderabad / Chennai / Kochi - South India Requirements Requirements University level education, preferably in finance, business or a related discipline Experience in client facing environment, with excellent relationship building capability Strong sales and customer orientation, with good communication and interpersonal skills High level of customer centricity mindset with dedication to deliver exceptional quality services for customers Good understanding and strong interest of the financial markets Mature and independent mindset, able to work effectively under pressure Strong commercial orientation with acute interpersonal skills Fluency in English with local language as an added advantage. Holder of relevant insurance and investment licenses. Candidate without banking background will also be considered . Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC.

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance. The job role involves managing customer complaints for collections and credit bureau, this would require interactions with the frontline teams and various stakeholders to take the complaints received to a logical closure within timelines. The incumbent would need to work in a team and ensure they manage Collection and Credit bureau related complaints within the allotted turnaround times as per the bank s complaint management framework Principal Responsibilities Collection and Credit Bureau Complaints To action all collection & bureau related complaints on E-helpline with appropriate closure, within TAT To raise all customer request on Request management system and ensure resolution within TAT Facilitate investigation of the complaint To maintain a tracker of all complaints / requests received & closed and provide periodic update on resolution under each product Coordinate with various Internal stakeholders / external vendors to get inputs for resolving the complaints and requests within timelines To ensure all complaints are recorded on the system within the agreed timelines To ensure reopen rate is well within control by ensuring comprehensive closure of the complaint To publish a MIS and provide requested data to relevant stakeholders and management To ensure that complaints are addressed and closed within specified timeline to avoid escalations To ensure root cause analysis done for all complaints received and take remedial action Operational Effectiveness & Control Maintain HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators Awareness of the operational risk associated with the role and actions to minimize likelihood of operational risk occurring including risk identification, assessment End to end implementation of the process as per the approved DIM Ensure all the relevant approvals are sought before implementing a new process Requirements Graduate in any discipline (BSc / BCom / BA) Experience (preferable) in Managing Complaints & Collections Strong Communication & Writing skills Fair Knowledge of Retail Lending products Useful Link Link to Careers Site: Click HERE You ll achieve more at HSBC. HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

About 1% Club 1% Club is on a mission to make Financial Independence a reality. In under two years, we ve built multiple large, profitable businesses under one brand from financial education and SEBI-registered investment advisory to insurance and credit card services. Backed by Nikhil Kamath (Zerodha) and a 10 crore fundraise, we also grew an organic distribution of 80 lakh+ followers among India s English-speaking middle class. Now, we re using this strong foundation to build a tech-first, AI-driven wealth management platform solving everything money in one seamless app. At 1% Club, you ll take products from zero to scale, solve deeply technical, user-first problems, and build for millions. If you want to shape the future of how India manages its wealth this is the place. What will you do? You ll be working on the core systems behind a platform thats redefining how millions of Indians manage their money, with real-time applications, AI copilots, and blazing-fast apps. You ll have end-to-end ownership of features, working directly with the CTO and founding team to take ideas from whiteboard to production. We care less about what stack you ve used and more about how you think. You should be fluid across tech, know the why behind every decision, and treat speed and stability like religion. If you can write clean code, debug production like a ninja, and nerd out on system-level optimization, we d love to have you. Key Responsibilities Develop scalable, maintainable Flutter code for both Android & iOS, aligned with best practices and clean architecture. Work closely with Product Managers, Designers & Backend Engineers to deliver seamless user experiences. Own entire features end to end, taking responsibility for coding, unit testing, bug fixing & documentation. Participate in architectural discussions, contribute to the tech roadmap, and drive technical strategy. You ll be a great fit if you have 0-2 years of experience in a Frontened Mobile SDE role, preferably in a FinTech company. Proficiency in Flutter-Dart and experience with native Android and/or iOS development is a plus. Ownership and obsession with the product. Willingness to learn and adapt to new technologies and tools. Bonus points You can use AI to automate grunt work and 10x your output You have a good eye for details You think like a product owner, not just an engineer You have worked at a FinTech before Perks and Benefits BYOS (Build Your Own Setup): Mac/Windows/Linux, iPad, Monitors - anything you need to work comfortably. Work hard, Party harder: Company offsite, team lunch/dinner, game nights, and day outings are a few of the many things you ll experience if you work out of the Bengaluru office. Highly competitive salary: We offer above-market salary & equity packages. Hiring Process: You can check out our hiring process from here . Apply now to join our team!

About 1% Club 1% Club is on a mission to make Financial Independence a reality. In under two years, we ve built multiple large, profitable businesses under one brand from financial education and SEBI-registered investment advisory to insurance and credit card services. Backed by Nikhil Kamath (Zerodha) and a 10 crore fundraise, we also grew an organic distribution of 80 lakh+ followers among India s English-speaking middle class. Now, we re using this strong foundation to build a tech-first, AI-driven wealth management platform solving everything money in one seamless app. At 1% Club, you ll take products from zero to scale, solve deeply technical, user-first problems, and build for millions. If you want to shape the future of how India manages its wealth this is the place. What will you do? You ll be working on the core systems behind a platform thats redefining how millions of Indians manage their money, with real-time applications, AI copilots, and blazing-fast apps. You ll have end-to-end ownership of features, working directly with the CTO and founding team to take ideas from whiteboard to production. We care less about what stack you ve used and more about how you think. You should be fluid across tech, know the why behind every decision, and treat speed and stability like religion. If you can write clean code, debug production like a ninja, and nerd out on system-level optimization, we d love to have you. Key Responsibilities Design, build, and maintain high-throughput, low-latency applications for mission-critical systems using Golang, Typescript. Work closely with Product Managers, Designers & Backend Engineers to deliver seamless user experiences. Break down complex user problems into simple, scalable backend solutions. Own entire features end to end, taking responsibility for coding, unit testing, bug fixing & documentation. Participate in architectural discussions, contribute to the tech roadmap, and drive technical strategy. You ll be a great fit if you have 0-2 years of experience in a Backend SDE role, preferably in a fintech company. Proficiency in GoLang and experience with other programming languages such as JavaScript, TypeScript is a plus. Ownership and obsession with the product. Willingness to learn and adapt to new technologies and tools. Bonus points You can use AI to automate grunt work and 10x your output You have a good eye for details You think like a product owner, not just an engineer You have worked at a FinTech before Perks and Benefits BYOS (Build Your Own Setup): Mac/Windows/Linux, iPad, Monitors - anything you need to work comfortably. Work hard, Party harder: Company offsite, team lunch/dinner, game nights, and day outings are a few of the many things you ll experience if you work out of the Bengaluru office. Highly competitive salary: We offer above-market salary & equity packages. Hiring Process You can check out our hiring process from here . Apply now to join our team!

About 1% Club 1% Club is on a mission to make Financial Independence a reality. In under two years, we ve built multiple large, profitable businesses under one brand from financial education and SEBI-registered investment advisory to insurance and credit card services. Backed by Nikhil Kamath (Zerodha) and a 10 crore fundraise, we also grew an organic distribution of 80 lakh+ followers among India s English-speaking middle class. Now, we re using this strong foundation to build a tech-first, AI-driven wealth management platform solving everything money in one seamless app. At 1% Club, you ll take products from zero to scale, solve deeply technical, user-first problems, and build for millions. If you want to shape the future of how India manages its wealth this is the place. What will you do? You ll be working on the core systems behind a platform thats redefining how millions of Indians manage their money, with real-time applications, AI copilots, and blazing-fast apps. You ll have end-to-end ownership of features, working directly with the CTO and founding team to take ideas from whiteboard to production. We care less about what stack you ve used and more about how you think. You should be fluid across tech, know the why behind every decision, and treat speed and stability like religion. If you can write clean code, debug production like a ninja, and nerd out on system-level optimization, we d love to have you. Key Responsibilities Develop scalable, high-performance applications using React, NextJS, and TypeScript Ensure pixel-perfect implementation of UI/UX designs from Figma. Leverage NextJS features like SSR, SSG, and dynamic routing to deliver fast, SEO-friendly pages. Work closely with Product Managers, Designers & Backend Engineers to deliver seamless user experiences. Own entire features end to end, taking responsibility for coding, unit testing, bug fixing & documentation. Participate in architectural discussions, contribute to the tech roadmap, and drive technical strategy. You ll be a great fit if you have Solid fundamentals in React, HTML5, CSS3 (Flex, Grid), and REST API integrations. Good understanding of client-side state management (Context API, Redux, or similar). Familiarity with SSR, SSG, and NextJS optimizations for SEO and performance. Ownership and obsession with the product. Willingness to learn and adapt to new technologies and tools. Bonus points You can use AI to automate grunt work and 10x your output You have a good eye for details You think like a product owner, not just an engineer You have worked at a FinTech before Perks and Benefits BYOS (Build Your Own Setup): Mac/Windows/Linux, iPad, Monitors - anything you need to work comfortably. Work hard, Party harder: Company offsite, team lunch/dinner, game nights, and day outings are a few of the many things you ll experience if you work out of the Bengaluru office. Highly competitive salary: We offer above-market salary & equity packages. Hiring Process You can check out our hiring process from here . Apply now to join our team!

TL manual Testers with Wealth Management experience:Key Responsibilities:Test Plan Development:Creating comprehensive test plans and strategies based on project requirements and specifications. Test Execution:Conducting manual testing, including functional, regression, and performance testing. Defect Management:Identifying, documenting, and tracking defects using appropriate tools, and working with developers to resolve issues. Team Leadership:Supervising, mentoring, and guiding manual testers, ensuring they are properly trained and equipped to perform their duties effectively. Process Improvement:Identifying and implementing improvements to testing methodologies and processes to enhance overall quality. Compliance:Ensuring adherence to compliance and regulatory standards in wealth management applications. Communication & Collaboration:Collaborating with cross-functional teams, including developers, product managers, and business analysts, to clarify requirements and ensure project success. Reporting & Tracking:Monitoring and reporting on testing progress, risks, and issues, providing regular updates to stakeholders. Documentation:Maintaining accurate and up-to-date test documentation, including test cases, scenarios, and results. Environment Management:Managing testing environments and ensuring they are appropriately configured and updated.

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business and lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen : In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities : Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

About Affluent Business Affluent Business caters to a segment of customers who are High Net Worth Individuals with a range of customizable offerings in wealth management, personal banking and business & lending solutions. It gives a highly personalized services with an expertise driven approach of an investment house with the great stability and immaculate execution. Affluent Business offer a gamut of different product offerings tailor-made to its customers with seamless touch-points. About the Role 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-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management : Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication : Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills : Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

Some careers open more doors than others. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance. About the Team Sales, Distribution and Business Development plays a vital role in understanding and meeting customer needs by offering the right solutions through the right channels to the right customer segments. The team is responsible for implementing distribution strategy, driving the delivery of market leading personal banking customer experiences and thereby maximising customer satisfaction. Principle Responsibilities: To have strong proven record in corporate acquisition for Employee Salary Accounts . Preference for individuals in acquisition roles To present a competitive Employee Salary Account Proposition to KDMs of corporates which will help the Bank get an entry to help identify and onboard quality corporates. Candidate to be able to network & build strong rapport with Key Influencers in all corporates empaneled as well as targeted for empanelment To collaborate with Corporate Banking and Global Banking RMs and leverage the internal opportunity available in the bank To grow the market share of existing empaneled corporates by engaging with key influencer of the corporates. To implement marketing events and promotions to generate business in their catchments, in conjunction with support departments such as Marketing, Proposition To ensure the quality of corporates acquired as per the required guidelines Maintain and ensure due observance of HSBC Internal Control Standards, including the timely implementation of recommendations made by internal/external auditors and external regulators. Ensure awareness of compliance requirements and implementation of Group Compliance Policy. Ensure delivery of a consistently excellent customer experience. This job report to Area Head Mumbai, or to Regional Head West and East India. Requirements Skills and Abilities: Highly effective communicator with excellent interpersonal skill Strong leadership and influencing skill Excellent relationship building and senior stakeholder management skills Strong planning, analytical, decision-making, lateral thinking and project management skills. Able to navigate conflicting strategic priorities and decisions A result-oriented professional Understanding of risk management/ Credit Commercial awareness, including economic, cultural, procedural and regulatory issues. Desired: BDM in this role will have natural flair to meet people, participate in events for startup / or for KDMs of important corporates. Must be able to fix appointments through social media with Startup founders, Incubators, influencers for enhancement of engagement and relationship onboarding Understanding the need of the customer and proving feedback to internal Product and Marketing teams for change / modification of the proposition and alignment to market needs Ability to create new engagement models with existing and new customers for deeper penetration of Products and Services Ability to navigate the system to get the accounts onboarded seamlessly and activated on time Education Qualifications / Certifications and Requirements : Graduate A min of 2-3 years experience in corporate acquisition and Business Development. Additional Information Mandatory to successfully complete Anti-Money Laundering and Sanctions training and post-course assessment, as required. Useful Link Link to Careers Site: Click HERE

WEALTH MANAGEMENT OPERATIONS Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design. OPERATIONS Operations is a dynamic, multi-faceted segment that partners with all parts of the firm to provide banking, securities, and asset management services to clients around the world. In addition, Operations provides essential risk management and controls to preserve and enhance the firms assets and its reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls that enable business flow. YOUR IMPACT The PWM Client Onboarding team is seeking a seasoned professional who is driven, motivated and a dynamic leader with extensive experience in navigating the complexities of client onboarding, risk mitigation, and regulatory compliance. Your role will involve active partnership with Sales, Compliance, Legal, Business Management and other Operational Departments to ensure seamless client onboarding while developing a deep understanding of regulatory requirements and operational best practices to facilitate and provide front to back operational support. Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales, trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm s assets and its reputation. PWM Operations supports PWM Private Wealth Advisors (PWA) globally. PWAs are responsible for advising ultra-high net worth individuals on strategies to build and protect their financial assets through customized advice and services. PWM Operations is instrumental in meeting our clients needs and is responsible for several key processes which include account opening, asset transfers, client servicing, execution services, performance measurement and reporting of Goldman-custodied assets and away-custodied assets. HOW YOU WILL FULFILL YOUR POTENTIAL Strategic Leadership: Develop and execute a strategic vision for the client onboarding process, aligning with the firms overall business objectives and growth targets Complex Account Management : Oversee the onboarding of complex client account structures, including trusts, partnerships, and investment vehicles, ensuring all documentation meets regulatory standards and firm policies. Risk Management & Compliance : Ensure adherence to all relevant legal and regulatory requirements, including KYC, AML, and data privacy regulations, implementing robust controls and monitoring mechanisms Performance Monitoring & Reporting : Establish key performance indicators (KPIs) to track onboarding performance, identify areas for improvement, and provide regular reporting to senior management. Stakeholder Management : Cultivate strong relationships with business teams, Compliance, Legal, and other Operations groups to facilitate a high-quality, efficient onboarding experience for PWM clients Process Optimization: Drive continuous improvement initiatives to streamline onboarding procedures, reduce time-to-value, and enhance the client experience, leveraging technology and automation where appropriate Issue Resolution & Problem Solving : Manage complex onboarding issues through effective coordination with Business, Engineering, Compliance, and Legal, ensuring minimal disruption to the client onboarding process SKILLS & EXPERIENCE WE ARE LOOKING FOR BASIC QUALIFICATIONS Bachelors degree in Finance, Business Administration, or a related field; advanced degree preferred 4-8 years of progressive experience in financial services, with a focus on client onboarding, KYC/AML compliance, and risk management of International Markets and related regulatory frameworks Proven leadership experience, with a demonstrated ability to build and manage high-performing teams Strong self-initiative to challenge and improve processes, with a proactive approach to problem-solving Excellent interpersonal and communication skills to establish and maintain effective Business and Federation relationships Exceptional ability to manage multiple tasks and projects simultaneously, effectively managing deadlines and prioritizing workload Strong experience in risk assessment and mitigation within a financial services environment PREFERRED QUALIFICATIONS ACAMS, ACFE, or other relevant AML certifications Candidate must be proactive, enthusiastic and team oriented Ability to prioritize and make decisions in a fast-paced environment Accuracy and attention to detail and strong organizational skills Strong written and verbal communication skills Ability to multi-task with high accountability and due diligence Flexible and able to work well under pressure in a team environment In-depth knowledge of client onboarding, KYC/AML compliance process (Preferred)

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product update calls for Asset RMs and Business Development RMs on regular basis Client Calls (along with RMs) to educate provide details and source investment in these products • Regular interaction with the product providers for product updates, market feedback etc and internally communicate the same Net large client growth (clients >50 lacs INR Assets) Product Activation PMS / AIF

Roles and Responsibilities Any Sales professional with 4+ in NTB Business Acquisition of NRI accounts and HNI accounts, Priority accounts of CA, SA RD, TD, LI, GI, MF, Investments, Asset cross Sell can apply for the position. Full Understanding of Market and product knowledge in CA, SA, RD, TD, LI, GI, MF, Investments Business is mandatory. He or She may need to travel for the roles as applicable. Desired Candidate Profile Good Communication skills in English and regional language will be an added advantage. Age should not be more than 35 years. Any Graduate / Postgraduate. Roles and Responsibilities Roles and Responsibilities Any Sales professional with 4+ in NTB Business Acquisition of NRI accounts and HNI accounts, Priority accounts of CA, SA RD, TD, LI, GI, MF, Investments, Asset cross Sell can apply for the position. Full Understanding of Market and product knowledge in CA, SA, RD, TD, LI, GI, MF, Investments Business is mandatory. He or She may need to travel for the roles as applicable. Desired Candidate Profile Good Communication skills in English and regional language will be an added advantage. Age should not be more than 35 years. Any Graduate / Postgraduate.

Role & responsibilities Will be responsible for generating revenue for the respective branch through HNIs, Retail clients & Franchisee for wealth business and broking business. Would be responsible for achieving Revenue, Incremental SIP & Net Equalized Assets (LS) targets for the branch with help of respective Relationship Manager (Wealth & Equity Rms). Should meet all UHNI & Corporate Clients of respective branch and franchisee. Will be responsible for achieving branch profitability. Will be responsible for achieving a surplus through New Business development by directing New Business development teams in Asset Gathering. Should focus on all the products including equity, derivatives (F&O), Margin Trading Funding (MTF), currency, commodities, MF, AIF, Advisory, PMS etc. Should be responsible for expansion of client base including (HNI, Ground, and Web). Develop business through appointment of new franchisees in the territory. Will be responsible for achieving brokerage revenue as per defined targets for branch through Equity Relationship Managers. Should ensure adherence to all compliances as laid down by Risk and Compliance teams in the Organisation. Responsible to drive Team members to achieve their business targets and ensure their productivity. Taking initiatives in building Mirae Asset Sharekhan brand in the Location To Drive business with help of Business Development RMs in the branch Maintain I/E Ratio from Direct business & franchisee business as per company targets. Help in attracting, retaining and developing the Talent for the branch and fulfill the recruitment targets Should be responsible for doing activities for lead generation and brand building for the branch. Work on accounts transferred from DIY and make sure clients are active and generating the revenues. Preferred candidate profile Graduate or above with 4 or more years relevant experience, with overall 7 years experience in BFSI. At least 2 yr exp as Branch Manager or as Team Leader

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.

Key Responsibilities : - Lead Private Banking across South India with a focus on driving AUM growth, expanding the client base, and increasing overall revenue - Client Relationship Management: Manage select UHNI relationships and ensure high retention and wallet share. - Team Management: Lead, mentor, and expand a high-performing team. - Align business strategy with market trends and client needs; develop region-/segment-specific plans - Regulatory Compliance: Ensure all operations meet regulatory standards and internal compliance frameworks. -Stakeholder Collaboration: Work cross-functionally with product, digital, research, legal, and operations teams.

Skills: Functional Testing, System Testing, Test Artifacts Knowledge, WEALTH MANAGEMENT, Mutual Fund(domestic). Only serving candidates till this month. Manual tester with wealth management experience.

Hi Folks, Greetings!! We are looking for talented and experienced opeartions candidates willing to grab a amazing career opportunity at Plan Ahead, a leading and award winning wealth advisory company in the industry. Location: Andheri West, Mumbai Experience : Minimum 4 years or relevant experience + NISM VA certification Job description: Portfolio data management and website data updating and maintenance of the company database and mobile app data on daily basis, Account opening, Providing documentation support for various investment products like mutual funds, stocks, FDs, bonds, PMS, and other financial products , and various platform and compliance and KYC paperwork Client communication for data update and email and management of clients' servicing and implementation requests Management and upkeep of client servicing data and softwares Hand Holding clients on usage of various platforms for implementation of advice and mobile app for portfolio viewing Handling business operations by following systems and processes Coordinating with office boy teams for documentation and client servicing management Following systems and processes for operations team as per company SOPs, TATs & SLAs Handling projects related to client servicing and online platforms and executions of new projects Reporting - Sending of portfolio reports / tax reports / any other reports report generation and sending (advice is not included in Operations job responsibility). General office administration Functioning with various teams, ensuring customer delight by achieving delivery & quality client service. If you are interested kindly email your updated resume to hr@planahead.in Hope you grab this opportunity to join our Plan Ahead family.

Portfolio Management – regularly contacting and meeting portfolio client generation and closure CA in a month Cross sell – Lead generation/basic enquiry liaising with Branch Manager product teams (RBL, trade, FX, CMS/DSB etc.) to offer right business Required Candidate profile CMinimum Graduate with minimum 50% Preferred MBA + IRDA qualified 2-3 years of experience in New to Bank Current account acquisition with a bank, preferably in SME segment