10282 Wealth Management Jobs - Page 18

Be responsible for managing, monitoring and reporting the headcount and expenses for the Global Private Bank business. The key responsibilities include Lead the HC & Expense COE team Enhance controls and streamline processes, introducing automation where possible. Work with various Essbase add-ins and reporting databases to manage reporting changes. Contribute ideas around improving reporting capabilities and new projects Help design new reports and dashboards to efficiently deliver the ficial results to senior management Partner with the CFO/ CEO for headcount & expense management Drive headcount & expense initiatives eg. location strategy Manage the monthly forecast and annual budget cycle...

Max Life Insurance Company Limited is looking for Relationship Manager to join our dynamic team and embark on a rewarding career journey A Relationship Manager in Affluent Banking is responsible for managing and developing a portfolio of high net worth (HNW) clients, offering personalized financial solutions and advisory services to meet their wealth management needs The role involves building strong, long-lasting relationships with clients and providing exceptional customer service The Relationship Manager collaborates with various internal teams to ensure the delivery of comprehensive financial solutions and achieve business targets ResponsibilitiesClient Relationship ManagementBuild and m...

BA Candidate should be a professional who analyzes an organization processes, systems, and data to identify areas for improvement and recommend solutions. Bridge the gap between business needs and technical solutions, ensuring that technology aligns with business goals and objectives. play a crucial role in enhancing efficiency, productivity, and profitability within an organization. Requirements Gathering and Analysis Process Modeling and Improvement Data Analysis and Reporting Solution Design and Implementation Stakeholder Communication and Collaboration Business Strategy and Planning Mandatory Skills Wealth management Ms Excel Ms Powerpoint Sql server Stakeholder Management Basic python P...

Oversee day-to-day accounting of investment portfolios, including debt, equity, mutual funds, and alternative investments. Ensure accurate and timely recording of all investment transactions as per relevant Indian accounting standards and regulatory frameworks (e. g. , IRDAI, SEBI, RBI). Monitor compliance with investment limits and guidelines. Manage the end-to-end process of tax computation, filing, and compliance for investment-related activities. Stay updated with changes in Indian tax laws and their impact on the business. Lead and coordinate statutory, internal, and tax audits related to investments. Prepare and review audit schedules, support documentation, and responses to audit quer...

Bajaj Capital Ltd is currently hiring for / . across the entire Bangalore with minimum of of experience in Direct Sales -The role focuses on , , , . -The product suite includes , , , , , etc. -It's and . - is mandatory in any field. To apply, share your updated CV at priyanshi.khandelwal@bajajcapital.com

Kotak Mahindra Bank Limited is looking for Portfolio Relationship Manager - WC-SALARIED PL AND WORKING CAPITAL-Sales to join our dynamic team and embark on a rewarding career journey Collaborate with cross-functional teams to achieve strategic outcomes Apply subject expertise to support operations, planning, and decision-making Utilize tools, analytics, or platforms relevant to the job domain Ensure compliance with policies while improving efficiency and outcomes Disclaimer: This job description has been sourced from a public domain and may have been modified by Naukri.com to improve clarity for our users. We encourage job seekers to verify all details directly with the employer via their of...

Kotak Mahindra Bank Limited is looking for Relationship Manager - Affluent-AFFLUENT-Relationship Manager to join our dynamic team and embark on a rewarding career journey Establish and maintain relationships with clients or customers to promote customer loyalty and retention Understand clients' needs and provide appropriate solutions, products, or services Develop and execute a strategic plan to grow the business by identifying new opportunities, cultivating leads, and closing deals Collaborate with cross-functional teams, such as sales, marketing, and product development, to ensure that clients' needs are being met Track and analyze key performance metrics to measure the effectiveness of re...

Lead the delivery of strategic cross divisional initiatives using Agile methodologies and governance tolls that ensure implementations are delivered on time, on budget. Partner alongside Engineering, Business and Operations project sponsors and bring stakeholders to the table to build complex solutions while balancing competing priorities. Recognize, report, and escalate project risks to senior partners; oversee remediation of risks raised. Identify and remove impediments at program level, leveraging stakeholders, sponsorship, and other relationships to do so. Provide transparency and progress of projects, issues, timelines, and budgets by running governance forums / steerco groups with seni...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose: To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having a total relationship value => INR 30 lakhs through need-based approach”...

As the Product team lead for Data Quality (DQ) and Data Retention & Destruction (DRD) within the Asset and Wealth Management Chief Data Office, you will be entrusted with the critical responsibility of overseeing the delivery of DQ and DRD capabilities. Your role will involve designing tools to support the management of data domains, subdomains, systems of records, and the classification of business terms for retention and destruction, along with ensuring data protection and privacy measures are effectively implemented. Job responsibilities Lead the development and implementation of DQ and DRD capabilities to enhance data goverce within the organization. Collaborate closely with stakeholders...

Responsibilities Contract review and Post Audit comparison with prior performance. Connecting with Sales team to have better understanding of markets and KPIs driving the markets. Providing Commentary on prior Contract performance and suggest measures to improve performance. Understanding requirements of the business and delivering contract review decisions in time. Identifying Risks & Opportunity areas within the contract management cycle. Partnering with Sales team for better and profitable long-term contracts. Support transformation agenda. Support in business adhocs. Experience in using Planning & Dashboard systems & tools. Qualifications Graduation with 3-6 years of overall work experie...

The Regulatory Reporting Lead is responsible for the processing and submission of daily EMIR, MiFID, SFTR and SIX Swiss reporting ("Trade & Transaction Reporting") to regulators. In addition to BAU reporting the Analyst is responsible for quality assurance of data, analysis and resolution of non-standard exceptions, queries and issues raised by clients and internal teams, and providing expert input regarding Trade & Transaction regulations. The role is for an experienced lead in reporting, competent at analyzing and interpreting reporting requirements and prioritizing a demanding and diverse workload. Key Responsibilities Produce daily reporting to agreed timescales for regulatory Trade & Tr...

Wealth Manager / Investment Advisor Private Wealth Location: Mumbai, Hyderabad, Ahmedabad Experience: 5+ years in Private Wealth / Investment Advisory About the Role: Were looking for an experienced wealth professional to partner with high-net-worth clients and deliver comprehensive financial solutions across multiple asset classes. The role demands strong relationship-building skills, market awareness, and the ability to craft personalized investment strategies aligned with client goals and risk profiles. Key Responsibilities: Develop and manage long-term relationships with affluent clients. Design tailored investment plans across products like mutual funds, PMS, AIFs, structured products, ...

Role & responsibilities Execute client trades in line with investment strategies while providing expert advisory to enhance AUM through cross-selling of diverse financial products (MFs, PMS, AIFs, Bonds, FDs, Insurance, etc.) Acquire and retain clients through regular portfolio reviews and personalized investment recommendations. Preferred candidate profile Postgraduate degree with a minimum of 2 years experience (including 6+ months in equity dealing at an Indian broking firm) Strong knowledge of financial products, HNI/UHNI client management, and broking operations NISM Series VIII certification is mandatory.

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Nagpur Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry and having a personal AUM of 75 - 100 Cr + Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : Slabs 150, 200, 250 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are met - Measured by achievement over targetBanking Targets Individual (10%)- Ensure banking targets are met with of focus on defined income objectives...

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Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

Build and maintain strong relationships with clients and distributors Generate new business by acquiring clients Share client feedback and calling updates Promote Mutual Fund schemes Achieve sales targets Ensure sales across all product categories Required Candidate profile Graduate or Postgraduate in Finance, Commerce, or related field. Experience in sales of Mutual Fund or any financial product Goal-oriented with strong relationship-building skills. Perks and benefits Incentive and RNR

I. ROLE PURPOSE & OBJECTIVE The Regional Sales Head is responsible for driving and overseeing all liabilities sales activities across the Region, ensuring achievement of business targets, expansion of customer base, deepening of existing relationships, and development of the business at regional level. This is a high-impact, performance-driven leadership role with a focus on building market share in liability products. This is a pure sales leadership role, sharply focused on acquisition, balance growth, cross-sell, and revenue maximization from liability products. The Regional Sales Head oversees and drives the performance of State Sales Heads, ensuring each state sales team meets and exceed...

Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ideal professional will be responsible to collaborate with our Finance customers to gather requirements and translate them into technical solutions. Please contact Radhika or email your cv directly in word format with job reference number: JOB 15721 to Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful. Key responsibilities Collaborate wi...

OneStream Developer Our client is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The ideal professional will be responsible to collaborate with our Finance customers to gather requirements and translate them into technical solutions. Please contact Radhika or email your cv directly in word format with job reference number: JOB 15721 to Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful. Key responsibil...

Key Responsibilities include: Data Management: Providing a complete and validated data set of transactional information, efficiencies in the production and proactive management of these data sets Control: Provide assurance on accuracy of firms financial statements through daily PL validation, Risk Model inputs, Proactive management of internal inventory and collateral obligations to ensure key liquidity / collateral requirements are optimized Advisory: Provide business support and oversight on new products/transactions, financial resources, liquidity management and trade bookings. Propose and implement FTB process improvements; institute performance analytics; and help navigate regulatory, i...

Syfe is APACs largest and fastest-growing digital wealth platform, trusted with over US$10 billion in assets. We are fundamentally changing how hundreds of thousands of people across Asia-Pacific build wealth through a holistic approach to managing money rather than just pushing investment products. Backed by world-class investors and recognised as a leader in wealthtech, we are a team of passionate builders creating the future of wealth management. The Opportunity We are seeking a Backend Engineer to develop and own state of the art products that help bring people closer to their financial goals. As we build and scale Syfe over the next few years, our product and engineering team is growing...

Job Profile: The primary focus is on prospecting new accounts for the assigned projects and geographies, towards meeting revenue goals. The role requires consistently identifying leads, seeking business opportunities and developing strong client relationships towards effective sales. A significant responsibility is to develop, nurture channel partner networks and deliver significant throughput from the same. Additionally, the role holder is responsible for leading a team of 4 - 5 sales managers and, guiding them to achieve set targets in line with the segment s business plans. As a team leader, the incumbent is an essential facilitator in all client interactions and negotiations conducted by...

Bring your curiosity and passion for solving complex problems to new levels as a highly appreciated member of a world class organization. Secure your position among the industry s leading minds. As an Infrastructure Architect III at JPMorgan Chase within the Asset & Wealth Management, you are a significant contributor to your team by utilizing your strong knowledge of software, applications, and technical processes. You will solve complex and broad business problems with simple straightforward solutions and methodologies of moderate scope. Job responsibilities Executes infrastructure solutions, design, development, and technical troubleshooting with ability to think beyond routine or convent...