7634 Wealth Management Jobs - Page 2

As an Investment Advisor at a company specializing in premium commercial real estate, your role will involve advising clients on investing in properties that offer stable rental yields, capital appreciation, and long-term portfolio diversification. Your responsibilities will include mentoring a team of advisors, advising high net-worth individuals on leased commercial assets, managing client portfolios for capital protection and wealth growth, driving investment pitches and financial discussions, and ensuring your team meets sales and revenue targets. Your targets will include making connected calls, client talk time, site visits, and sales per month. For the position of Investment Advisory ...

As a Team Lead in Investment and performance reporting at Private Client Resources (PCR), you will play a crucial role in ensuring timely and accurate reports and data for clients, while collaborating with internal PCR teams. PCR is a rapidly growing global FinTech company dedicated to revolutionizing the management of financial assets for wealthy families and their advisors. Trusted by over 250 firms globally, including prominent private banks, advisors, wealthy families, and wealth-tech firms, PCR delivers a secure and scalable technology platform to consolidate and share data from numerous financial institutions. Your responsibilities as a Reporting Lead at PCR will include: - Upholding a...

As a senior Finance and Accounts Head at TradeAir (IFSC), your role will involve the following key responsibilities: - Acting as the main point of contact for fund administrators, overseeing activities such as reconciliation, reporting, and leading the ongoing transition project between fund administrators. - Leading accounting functions across various business verticals, including FME and Broker-Dealer, to enhance operational efficiency and create synergies. - Ensuring accurate portfolio reporting by preparing cash, position, and market value reconciliations. - Collaborating with internal teams and external partners to streamline processes, develop new financial products, and enhance servic...

As a Senior Manager in Wealth Management (Advisory) at Guardian Capital, you will be a part of an Elite Wealth and Asset Management firm, recognized as the best investment advisory firm in India by CNBCTV18. We offer services in Wealth Management, Financial Planning, and Taxation tailored to meet individual client needs. - Research: - Monitor the performance of invested funds. - Participate in fund manager calls to align internal research with external opinions. - Financial Planning: - Develop financial plans and present them to clients. - Collaborate with team leaders to collect necessary data. - Update client information and adjust plans as needed. - Client Service: - Gather required docum...

You will be joining Tradebulls Securities (P) Limited as a Relationship Manager based in Indore. Your main responsibility will be managing and nurturing client relationships. This will involve understanding client needs, providing expert financial advice, promoting company products and services, and ensuring client satisfaction. You will need to interact regularly with clients, sales, and advisory teams. Key Responsibilities: - Manage and nurture client relationships - Understand client needs and provide expert financial advice - Promote company products and services - Ensure client satisfaction - Regular interaction with clients, sales, and advisory teams Qualifications: - Client Relationsh...

Date Posted: Sep 7, 2025 Company: William O'Neil India PVT. Ltd Title: Business Development Director About Us Founded in 1973, O'Neil Digital Solutions (ODS) is a leading IT consulting firm specializing in the optimization of complex end-to-end business process systems for a multitude of business verticals including Financial Services, Digital Media, Healthcare, and Transportation industries. ODS provides high-touch bespoke software engineering, systems integration, and infrastructure management services to clients of all sizes and industries. From large scale mass communication projects to highly secure and confidential data analytics using Big Data frameworks like Hadoop and AWS Redshift, ...

Role Overview: As a Senior Business Analyst specializing in Wealth Management Transformation, you will be a key member of a dynamic team focused on driving strategic initiatives in various sectors such as Managed Investments, Private Markets, Portfolio Management, Investment Advisory, and Discretionary Portfolio Management. Your role will involve leading large-scale business analysis and transformation projects, collaborating with stakeholders to identify improvement areas, and creating detailed business requirements aligned with transformation goals. Key Responsibilities: - Conduct gap analyses and propose data-informed optimizations. - Facilitate workshops to align strategy and execution. ...

Company Overview NJ Macson NJ Macson, headquartered in Chennai, has been a trusted financial advisory partner for over a decade. Led by a team of seasoned bankers, accountants, and financial experts, we specialize in Corporate Finance, Legal Services, Auditing, Investment Banking, Insurance, and Private Wealth Management. Our Family Office services are tailored to manage the assets, legacy, and aspirations of our clients while prioritizing confidentiality, financial wellness, and long-term growth. We pride ourselves on delivering unbiased, high-return investment solutions tailored to the unique needs of HNI and UHNI clients. Position: VP / AVP / Manager PCG (Private Client Group) Advisory Lo...

Looking for Wealth Management profiles (AUM 30Cr+). Role include client acquisition, portfolio review, upselling & cross-selling products (MF, PMS, AIF, Insurance). Candidates with 7+ yrs exp in wealth mgt & proven AUM track record preferred.

1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Chennai Week off - Sunday

Educational Requirements Chartered Accountant,Master Of Business Adm.,Master Of Business Management,Master Of Engineering,Master Of Technology,Bachelor Of Business Adm.,Bachelor of Business Mgmt.,Bachelor of Engineering,Bachelor Of Technology (Integrated) Service Line Application Development and Maintenance Responsibilities A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to get to the heart of customer issues, diagnose problem areas, design innovative solutions and facilitate deployment resulting in client delight. You will develop a proposal by owning parts of the proposal document and by giving inputs in solution design based on areas of...

Educational Requirements Chartered Accountant,Master Of Business Adm.,Master Of Business Management,Master Of Engineering,Master Of Technology,Bachelor Of Business Adm.,Bachelor of Business Mgmt.,Bachelor of Engineering,Bachelor Of Technology (Integrated) Service Line Application Development and Maintenance Responsibilities A day in the life of an Infoscion As part of the Infosys consulting team, your primary role would be to get to the heart of customer issues, diagnose problem areas, design innovative solutions and facilitate deployment resulting in client delight. You will develop a proposal by owning parts of the proposal document and by giving inputs in solution design based on areas of...

Entity :- Accenture Strategy & Consulting Team :- Global Network - Data & AI Practice :- Banking & Financial Services Analytics Title :- Manager Level 7 Job location :- Bengaluru, Gurugram, Mumbai About S&C - Global Network Data & AI :- Accenture Global Network - Data & AI practice help our clients grow their business in entirely new ways. Analytics enables our clients to achieve high performance through insights from data - insights that inform better decisions and strengthen customer relationships. From strategy to execution, Accenture works with organizations to develop analytic capabilities - from accessing and reporting on data to predictive modelling to outperform the competition. Role...

Business Consulting- Business Analyst with Data analyst ,Wealth Management Req ID: 335242 We are currently seeking a Business Consulting- Business Analyst with Data analyst ,Wealth Management to join our team in Pune, Mahrshtra (IN-MH), India (IN). Primary skillsDomain-Capital Markets-Wealth Management is mandatory Responsibilities: Data Analysis and Reporting: Analyzing client data, investment portfolios, and financial performance to identify trends, opportunities, and areas for improvement. Financial Modeling: Developing and maintaining financial models for wealth management strategies, including asset allocation, risk analysis, and performance projections. Requirement Gathering: Collabora...

Roles and Responsibilities Booking Journal Entries basis bank statements and client Preparation of Bank Reconciliation and maintaining the respective financial logs Prepare monthly financial reporting package for the Hedge Funds, including the determination of "Net Asset Value" and prepare the Statement of Asset and Liabilities and Profit and Loss Statement Ensuring fund income and expenses, including management and performance fees, are accrued for and are in accordance with relevant accounting standards. Accurate and timely processing of all capital activities including calls and distributions, transfers, rollups, capital commitments and calls. Derive pricing for portfolio investments. Upd...

We're Hiring: Wealth/Relationship Manager Direct Channel Locations: Bareilly, Kanpur, Lucknow, Varanasi & Prayagraj Key Responsibilities: Build and maintain strong relationships with existing clients. Understand client needs and recommend suitable life insurance products. Deliver personalized solutions while ensuring a high level of customer satisfaction. Candidate Profile: 1 to 6 years of experience in Multiple Banking product sales. Strong knowledge of life insurance products across various insurers. Self-motivated and capable of working independently to meet targets. Excellent communication and interpersonal skills. Note : Candidate preferred- Insurance & Banking background Experience: 1-...

Proactively identify & acquire new clients mutual fund investments & wealth management services, Educate clients on mutual fund products & investment strategies tailored to their financial goals, b2b sales mutual funds or investment financial sales Required Candidate profile Min 10 years field sales experience in BFSI sector Well-versed Bangalore’s localities market dynamics Kindly reach us @ Hema - 7305057834 adducoindia@gmail.com Perks and benefits Competitive salary, performance-based incentives

Team: Sales Analytics The team works with the Private Bank Sales team based out of Singapore primarily. The team is involved in providing pricing support and post trade execution capabilities. This involves executing the firm s stateoftheart pricing and risk management infrastructure used to trade structured and flow products. Role involves interacting with other functions such as Trading, Structuring ,Legal & Compliance and Operations. Position Specifications: Corporate Title Analyst Functional Title Analyst Experience 0 2 years Qualification MBA or Under Graduate from a top Tier Institute. Prior educational background or credits in Finance would be an added advantage. Roles & Responsibilit...

Business Analyst - Wealth Management Job Description Role: Business Analyst Domain: Wealth Management (Financial Services) Experience: 10+ years Educational Qualification: A bachelor's or a masters degree in a relevant field such as Business Administration, Finance, Information Technology, Computer Science Location: India Role Summary Seeking a seasoned Business Analyst with 10+ years of experience specializing in Wealth Management and Capital Markets. The ideal candidate combines deep domain expertise from Financial Services consulting and practice engagements with strong analytical, stakeholder management, and solution-design capabilities. Key Requirements & Responsibilities The candidate ...

Designation : RELATIONSHIP MANAGER Experience : Minimum 3 YEARS Qualification/s : Graduate in commerce / PG / MBA Location : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer

Position: Analyst - Vulnerability Management, Qualys VMDR AND/OR Wiz Location: Pune Principal Responsibilities/Requirements: 1-2 yrs of Working experience in Vulnerability Management 1-2 yrs of Working experience in Qualys VMDR AND/OR Wiz/Aqua Execute day-to-day operations related to VM ensuring the correct assignments of vulnerabilities, acceptance of vulnerabilities, notifications to line of business on upcoming overdue vulnerabilities etc. Handling tickets assigned to VM team and timely resolution of it. Actively participate in meetings to understand business plans on remediations or roadblocks Respond to email advisories as well as chat/call to resolve queries/issues Partner and successf...

Position Specifications: Corporate Title Analyst / Associate Experience 2-6 years Qualification Degree/equivalent level qualification in Maths, Financial Maths, Engineering, Operational Research, Statistics, Computer Science or similar. Role & Responsibilities: The primary responsibilities for the role would include, but are not limited to: Analysing data, developing and building risk dashboards using tools like SQL, Python, Power BI. Developing the risk and margin methodology and product platform. Developing the risk reporting suite, ensuring global consistency and facilitating adhoc analysis. Setting trade by trade margin for clients globally and assisting with client related risk and marg...

Role: Forex Billing Executive Location : Bangalore, Delhi, Hyderabad, Pune, Mumbai Key Responsibilities: Generate accurate client invoices based on cash to order process. Monitor and process payments, ensuring timely receipt and proper reconciliation to client order. Handle client billing inquiries and resolve discrepancies in a timely and professional manner. Maintain accurate billing records and documentation for audits and compliance. Collaborate with the finance, sales, and compliance teams to ensure billing accuracy and adherence to industry regulations. Support the month-end closing process and assist in generating billing and revenue reports. Ensure compliance with AML, KYC, and inter...

Job Summary: We are seeking Associate Consultant to join our newly established Centralized 1LoD Control Testing function (1LoD Testing). This 1LOD Testing team aims to standardize and enhance our control testing practices across all Business Units and Corporate Functions. As a key member of this team, you will play a pivotal role in supporting risk management activities across the organization. This includes the opportunity to be immersed across multiple operational and compliance areas, with opportunities to specialize in specific areas of interest. This role will operate under general supervision; however, will primarily work independently to actively execute control test plans. Regular ac...

Position Specifications: Role & Responsibilities: Role We are seeking a dynamic individual to join the Wholesale Front Office Regulatory Risk team, based in Powai. This role is to build out a support team in Powai focusing solely on the regulatory control framework. It will involve working closely with the FORR team in London. Responsibilities Regulatory Framework & Analysis : Support the FORR team in London in building out the Wholesale regulatory control framework. Work closely with GM, Investment Banking (IB) and other Corporate functions including Compliance and Legal to define and deliver the regulatory control framework. Review regulatory requirements and define controls, seeking appro...