10282 Wealth Management Jobs - Page 20

As a Business Development and Financial Analyst, your role involves addressing HNI clients for their investment requirements. You will offer an exclusive product bouquet and superior service delivery to help clients achieve their short term and long term investment goals. This includes proper profiling and offering of Debt products, Structures, Equities, Mutual Funds, Fund based Real Estate products, and other Investment products. Key Responsibilities: - Address HNI clients for investment requirements through exclusive product bouquet and superior service delivery - Assist in achieving client's short term and long term investment goals via proper profiling and offering of financial products ...

You will be joining Private Wealth Management (PWM) team at Morgan Stanley Wealth Management, specifically focusing on the ultra-high net worth (UHNW) client segment. As the PWM Team Lead Vice President in Mumbai, you will be responsible for driving critical UHNW strategic initiatives and overseeing the Specialty Segments teams. Your key responsibilities will include: - Driving the strategy, development, and project management for critical UHNW strategic initiatives such as new service offerings, asset growth opportunities, and process enhancements - Providing daily oversight of the Specialty Segments teams based in India, including PWM Analysts, Risk, Service, and MS Wealth Canada - Identif...

You will be responsible for identifying, approaching, and acquiring new clients through field visits, referrals, and networking. You must present and explain the banks investment and wealth management products clearly and confidently. Additionally, you will conduct financial needs analysis to recommend suitable investment options based on client goals and risk profiles. Meeting and exceeding monthly and quarterly sales targets is crucial, along with maintaining regular contact with existing clients to ensure satisfaction and identify cross-selling opportunities. Qualifications Required: - Bachelor's degree is mandatory. - Prior experience in sales (Minimum 1 year of experience). - Excellent ...

As a Client Wealth Partner at BlissMoney Fintech Pvt. Ltd., you will be responsible for acquiring, advising, and managing high-net-worth clients to offer tailored wealth solutions that align with their long-term financial goals. Your role will be pivotal in contributing to the growth of BlissMoney's private client base and delivering exceptional client experiences. **Key Responsibilities:** - Identify and onboard new HNI clients through networking, referrals, and strategic outreach - Contribute to the expansion of BlissMoney's private client base - Understand client objectives, risk profiles, and life goals to recommend suitable investment solutions - Build and nurture trust-based relationsh...

As a Sr. Private Wealth professional in Mumbai, your role involves managing and growing a portfolio of Ultra high-net-worth clients. Your responsibilities include providing comprehensive wealth management and financial advisory services to your clients. Key Responsibilities: - Managing and growing a portfolio of Ultra high-net-worth clients - Providing comprehensive wealth management and financial advisory services - Managing a team of Private Wealth Managers - Creating customized investment strategies - Conducting financial analysis - Reviewing client accounts to ensure alignment with investment goals - Collaborating with internal teams - Participating in business development activities - P...

Role Overview: As the Market Data Operations Lead at Addepar in Pune, India, you will play a crucial role in ensuring that Addepar's clients have access to timely and accurate data for making informed investment decisions. You will be responsible for overseeing the processing of market data feeds, implementing verification checks to maintain data quality, and collaborating with engineers to support new product launches. Your role will involve daily communication with data providers, clients, and internal teams to ensure seamless operations. Key Responsibilities: - Pioneer the Market Data Operations function and build a team of top-tier analysts. - Establish procedures for internal verificati...

Dear Candidate, Kindly send your updated CV at softpathc2@gmail.com or Whatsapp- 8750040317 Role & responsibilities The purpose of this role is to guide and motivate the team of Insignia Relationship Managers for delivering target revenue and balance sheet growth from portfolio under management of Insignia preferred banking clients. The targets should be delivered using relationship management and tactical strategies to acquire new clients, deepen, cross sell, engagement of clients. Preferred candidate profile Must have AMFI and IRDA certifications . Candidates should be based in Noida only. Good communication skills and presentable. Minimum 4 years of experience in the same domain . Regards...

Job Description: Easy Investology is looking for dynamic and experienced professionals for the role of Wealth Relationship Manager . Candidates must have prior experience in Wealth Management, Banking, or Financial Advisory , with strong expertise in handling high-net-worth clients and promoting third-party financial products. Key Responsibilities: Build and maintain strong client relationships. Offer personalized investment solutions across mutual funds, insurance, PMS, and other financial products. Achieve sales and revenue targets through effective client engagement. Ensure client satisfaction and long-term portfolio growth. Eligibility: Only candidates from Banking or Wealth Management b...

Direct Walk-In Opportunity for Financial Services at Tata Consultancy Services Chennai on Saturday 1st November 2025 Note: Candidates with relevant experience can directly attend the interview. Please go through the norms below before you attend. Job Role: Process Expert Process: Wealth Management/Reconciliation/Settlements Walk in Drive Date: Saturday, 1st November 2025. Location: Tata Consultancy Services Ltd, DLF IT Park, 1/124, MP Road, Shivaji Gardens, Nandambakkam Post Manappakam, Chennai - 600089 Timing: 09:00 AM - 12:00 PM Shift: Night (05:30 PM IST to 03:30 AM IST) Notice Period: 0 - 30 Days Candidate to Carry: Updated CV, Photocopy of Aadhaar and EPFO service history, All education...

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 breadt...

Relationship Management profile involving acquiring, growing and deepening HNI / NRI customer relationships through effective portfolio management face of the Bank to the HNI / NRI 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 Grade : AM / DM /CM/ AVP Perks and benefits Best In Banking Industry* HR Shruti 7049895366

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 breadt...

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* HR Nkita 8359895366

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* HR Nkita 8359895366

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* HR Nkita 8359895366

Position: Cluster Manger-Banca Department: Banca - Axis Bank Location : Kailash Colony / NFC / Motinagar / Gurgaon CTC: 11 Lac Role - Handling team of 10 RM-Sales life insurance. F2F interview Contact Person-Ramesh Sharma -9646227123

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* HR Nkita 8359895366

Position: RO/SRM Department: Direct Sales -100% Leads based work Location : Haryana CTC: 2.50 TO 4 Lac Role -Sitting in Bank and Sales life insurance. face to face interview. Contact person- Ramesh Sharma-9646227123 & Priyanka Kaur-9878122158

Designation- RM Department- Direct Sales Location- Bangalore / Chennai / Hyderabad Role-100% Leads base work sell life insurance Reporting-BM Face to face Interview Contact person- Ms. Sakshi-9815248167

Role & responsibilities • Manages the banking and investments relationship of Bank clients and responsible for overall growth of Liabilities & Investment business from NRI segment Develops, manages, and expands Bank customer relationships by providing service level which exceeds client expectations of most important customer segment. Identifies current and potential NRI relationship with additional revenue potential and grow business Completes sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. Proactively sell the full range of consumer and commercial product to current and potential Bank NRI Relationships Deepens relationship to increase...

Portfolio Relationship Manager (Real Estate / Asset Management) Location: Mumbai / Chennai / Hyderabad Employment type: Full-time About the role (one line) A leading real-estate & asset-management firm is seeking a seasoned Portfolio Relationship Manager to manage and grow property portfolios for HNI and institutional clients through strategic advisory and relationship leadership. Key responsibilities Own end-to-end relationship management for HNI/investor portfolios — advise on acquisitions, disposals, leasing and portfolio restructuring. Develop and present tailored asset strategies that optimize rental yield, capital appreciation and tax/regulatory outcomes. Build and maintain long-term, ...

Position: RM Department- Direct Sales Reporting-BM Location-Delhi/Ncr Direct Sales-100% Leads based work(Field Sales Work ) CTC: 3 Lac 4.50 Lakhs Face to face Interview Contact Person- Ms. Nisha - 9878056300

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations Face to Face Interview Contact person - Ms. Sukanya - 8968100603

Job Description : We are looking for enthusiastic and driven individuals to join our Wealth Management team as Relationship Managers . The ideal candidate may be a fresher but should possess sound knowledge of Mutual Funds, PMS, and AIF products . This role requires strong communication skills, a client-first attitude, and a passion for investment management. Responsibilities Build and maintain client relationships while understanding their financial goals and challenges. Recommend suitable investment products (Mutual Funds, PMS, AIF) based on client needs. Assist in portfolio reviews, investment analysis, and reporting. Present value propositions and explain financial concepts to clients in...

Role Overview: We are looking for a motivated and skilled Wealth Manager/Consultant with 4-5 years of experience in wealth management or financial advisory. The ideal candidate will have experience in managing client portfolios, providing financial advice, and supporting investment planning. This role focuses on assisting clients with their financial goals while contributing to business growth. Key Responsibilities: Client Advisory & Relationship Management: Support senior managers in managing a portfolio of HNW & mass-affluent clients. Assist clients with investment planning, financial goal setting, and portfolio reviews. Build trust and maintain long-term client relationships. Investment S...