7634 Wealth Management Jobs - Page 20

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

Job description Dear Candidate, We are hiring for top Asset Management Company Mutual Funds. Candidate should have experienced with Mutual funds, handling HNI Clients & portfolios. Interested Candidates, can share resume to whatsapp - 9892371246 / in mail -ruchi@avaniconsulting.com Kindly go through the JD below Role & responsibilities CEC - customer engagement Channel - Relationship Manager B2C Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database by AMC , generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth re...

Overview : We are looking for a hands on QE VP lead capable of managing a set of technofunctional quality engineers to be able to drive critical multi-year initiatives on the TaxSmart platform. The individual should be able to work with the team and the stakeholders to build a plan for these initiatives, think through the various flavors of testing that might be needed to ensure platform delivery, quality and stability. Additionally, they should be able to drive multiyear quality initiatives around enhancing the QE team s capabilities to achieve specific KRAs around F2B testing, defect metrics, insprint automation, reusability in frameworks, prod issue leakage, fungibility and cross-skilling...

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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose: To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team ...

Job Title: Lead Software Engineer Job Code: 10395 Country: IN City: Mumbai Skill Category: IT\Technology Description: Divisional Overview: Information Technology division supports the dynamic financial business through the development of strategic initiatives. IT partners with business to develop, implement and support sophisticated trading systems as well as middle and back-office systems through the user of state of art technology. Business Overview: International Wealth Management (IWM) as an Asian private bank, we have more than 50 years of experience delivering value to high-net-worth clients in Asia. Job Role & Responsibilities: Design/Implement/Document system infra requirement/archit...

Job description 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 ne...

Job description 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. Global Asset Management Global Asset Management, the investment management business of the HSBC Group, serves HSBC s worldwide customer base of retail and private clients, intermediaries, corporates and institutions invested in both segregated accounts and pooled funds. Global Asset Management fulfills its purpose of connecting HSBC s clients with...

Financial Sales Consultant | Across Tamil Nadu | Immediate Joiners Job Description : We are hiring Sales-Driven Financial Consultants to promote investment products like Mutual Funds, SIPs, Insurance, Bonds, and PMS . Ideal for candidates with experience or interest in field sales, financial products, or investment advisory Role & responsibilities Promote and sell Mutual Funds, SIPs, Insurance, PMS, Bonds to clients Generate leads via cold calling, referrals, and field visits Explain financial products and services clearly to clients Maintain regular client contact via calls and meetings Update clients on market trends, new schemes, IPOs, NFOs Assist clients with investment applications and ...

Job description 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. Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking. Across Asia, where wealth pools are growing faster than in any other region. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking in...

Drive client trust, aligning PMS/AIF with goals and risk profile. Design and execute strategies via sharp market insights. Track, review, and optimize portfolios for maximum impact. Should grow solid AUM and unlock incentives beyond CTC

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. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business they were made just right for you. Job Purpose To drive and deliver exceptional business performance to grow the CBG portfolio through the provision of efficient business management, powerful leadership, team de...

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. Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking. Across Asia, where wealth pools are growing faster than in any other region. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking individuals and fa...

Leading bank is looking for Investment Counsellor to join our dynamic team and embark on a rewarding career journey. Understand client financial goals, risk appetite, and investment preferences to provide tailored investment advisory services Conduct portfolio reviews and recommend rebalancing strategies to optimize performance and align with market trends Monitor financial markets and economic indicators to keep clients informed and suggest timely investment opportunities Coordinate with internal research teams to develop and deliver insightful investment recommendations Ensure strict compliance with regulatory guidelines and internal policies while advising clients Educate clients on new i...

Responsibilities: * Manage HNI client relationships * Oversee portfolio performance * Collaborate with investment teams * Develop wealth strategies * Sell mutual funds and investment products

Greeting from Infosys BPM Ltd., We are hiring experienced candidates from Capital Market domain for Bangalore- location. Please walk-in for interview on 17th September 2025 at Bangalore Location. Note: Please carry copy of this email to the venue and make sure you register your application before attending the walk-in. Please use below link to apply and register your application. https://career.infosys.com/jobdesc?jobReferenceCode=PROGEN-EXTERNAL-225429 Please mention the generated Candidate ID on the top corner of your Resume *** Interview details: Interview Date: 17th September 2025 Interview Time: 10:00 AM till 12:00 PM Interview Venue: Infosys BPM Limited, #785, Ground Floor Axis Sai Jyo...

We are currently hiring for Java Developers with Core Banking/Payments/ Wealth management/Treasury, Bangalore Experience: 3 - 6 Years Notice Period: Immediate to 30 Days Role The Developer can work independently or collaboratively with colleagues, clients or partners in the timely design, development, build, integration, distribution or administration of new software, maintenance of existing software or the process of creating software releases. Able to handle day-to-day challenges and owning the resolution of issues as they arise. Colleagues at this band will have a detailed knowledge on a minimum of one product or process area, whilst also displaying good awareness of industry and market t...

Role & responsibilities We are looking for Technical Delivery Manager (Gen AI) permanent position with MNC company for Mumbai (Goregaon) location for Hybrid mode.

Hiring: Relationship Officers with 2 - 3 yrs Exp in banking or wealth management to build client relation, promote financial products & drive revenue growth. More info: https://shorturl.at/Jn9FP Apply here: https://forms.gle/Usi8ZJpT8B7KEdbo6

The Area Business Head Credit Life will be responsible for driving business performance and growth for Credit Life insurance products across a designated geographic area. The role involves managing key partner relationships Required Candidate profile Sales & Business Development: Drive Credit Life insurance product sales through partner institutions like banks, NBFCs, and MFIs. Achieve area-level business targets

Develops New and Existing High Net worth (HNI) Customer relationships for priority Business in depth profiling of the clients to identify opportunities and match these opportunities to Products/ solutions provided by bank. Required Candidate profile Must be having strong expertise in portfolio handling of big HNI customers and in building relationship management. Banking/NBFC will be preferred with good portfolio management.

Role & responsibilities Drive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices. Advise Wealth Managers on the latest investment products and asset-class views. Propose new product ideas to the Investment Committee. Optimize and automate investment processes, with due focus on regulatory compliance. Build and maintain strong client relationships through transparent updates and quarterly reviews. Assess and manage risks in alignment with client goals, ensuring confidentiality and governance. Collaborate across teams to foster a culture of strategic innovation. Maintain compliance, acquire necessary certifications/licenses, and uphold best practices. ...

Hi, Greetings from AVANICONSULTING We are hiring for leading company Key Accountabilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis Interested candidates share resume in WhatsApp/mail WhatsApp/Call:- 7386568139 Mail:- srinivas@avaniconsulting.com Feel free to contact in call /text N...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. Direct Responsibilities: Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Developing and implementing strategies to acquire new private banking clients. Building and maintaining relationships with UHNI & HNI clients. Monitoring (KPIs) & reporting on business performance. Required Candidate profile Private Banking Wealth Banking UHNI & HNI Clients Sourcing PMS & AIF Management

Relationship Management profile involving acquiring, growing and deepening Ultra HNI / NRI customer relationships through effective portfolio management face of the Bank to the UHNI customers of the Bank Generate new business, defined sales targets Required Candidate profile Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives To cross sell wealth & liability products to the banks premium Asset clients Perks and benefits Best In Banking Industry*