10351 Wealth Management Jobs - Page 21

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...

As a Software Engineer III at JPMorgan Chase within Asset and Wealth Management, you will be a key member of an agile team, tasked with designing and delivering cutting-edge technology products that are secure, stable, and scalable. Your role involves implementing essential technology solutions across diverse technical domains, supporting various business functions to achieve the firms strategic goals. Job responsibilities Executes software solutions, design, development, and technical troubleshooting with ability to think beyond routine or conventional approaches to build solutions or break down technical problems Creates secure and high-quality production code and maintains algorithms that...

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 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...

RB - Affluent Business: Insurance Specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: Regional Insurance Specialist Is a Team leaderNo Team Size: 1 Grade: AVP / VP Business: Affluent Banking Department: Burgundy Private Sub-Department: Location: About Affluent Banking Affluent Banking 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 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 cu...

Its a leading real estate and asset management company, committed to delivering exceptional services to our clients. We are currently seeking a Transactions Relationship Manager to join our team. This position will play a critical role in supporting the Transaction team. Responsibilities: Manage Real Estate Portfolio of Individuals and give solutions for liquidating their assets Client relation management and build the portfolio Build and manage builder network and manage the relationship Give solution for client requirement and develop client portfolio Drive the revenue stream for the growth of the organization Part of achieving organizational level goal Drive to achieve organizations Visio...

Role Description As a Senior Principle Engineer - Java Backend (Java BE) at Incedo, you will be responsible for developing and maintaining backend applications using Java technologies. You will be expected to have a strong understanding of Java and its related frameworks, including Spring, Hibernate, and RESTful APIs. You should also have experience in developing and maintaining databases using SQL and NoSQL technologies. Roles & Responsibilities: Writing high quality code, participating in code reviews, designing systems of varying complexity and scope, and creating high quality documents substantiating the architecture Engaging with clients, understanding their technical requirements, plan...

Project Role Description: A minimum of 12+ years experience as a Temenos Triple A Plus (TAP) Functional Business Analyst with expertise on Order & Trade Life cycle Management Portfolio & Performance Analysis Strategy & Constraints Screens and Statements & Reports. Good working knowledge of International Private Banking; Experience in at least two end to end Private Banking implementations covering TTI T24 TDS and TDH with focus on the following areas o Private Banking - Securities Derivatives Structured Products o Banking Products (Payments Deposits & Loans FX) Certification in Business Analysis CBAP/ Agile methodology. Must have worked on global enterprise scale application developments and...