13138 Wealth Management Jobs - Page 22

Be an integral part of an agile team thats constantly pushing the envelope to enhance, build, and deliver top-notch technology products. As a Senior Lead Software Engineer at JPMorganChase within the Asset and Wealth Management, you are an integral part of an agile team that works to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. Drive significant business impact through your capabilities and contributions, and apply deep technical expertise and problem-solving methodologies to tackle a diverse array of challenges that span multiple technologies and applications. Job responsibilities Regularly provides technical guidance and dire...

JOB OVERVIEW : We are looking for an experienced wealth professional who has built strong client relationships and is now ready to take the next step taking ownership of their client relationships and driving growth with an entrepreneurial mindset. Someone who genuinely understands client needs, believes in recommending the right products, and wants to create lasting value If youve always been the go-to person for your clients financial needs this is your opportunity to build and grow your client base within a supportive and empowering environment. KEY RESPONSIBILITIES: Act as a trusted advisor to clients across all financial product categories including investments, insurance, loans, and we...

Proficient in leveraging technology to drive transformation initiatives within financial services Strong analytical skills with a solid understanding of technology trends impacting the industry Ability to design and implement innovative technology strategies that align with business goals Skilled in assessing current technology landscapes and recommending enhancements for optimization Experience in managing technology projects from conception through execution to achieve strategic objectives Qualification Bachelor of Technology in Computer Science

Job Title: Wealth Manager Location : Bangalore, ISRO Layout Experience : 15 Years Industry: Banking / NBFC / Insurance / Financial Services / Wealth Management Employment Type: Full-Time About the Role: We are looking for an experienced Wealth Manager to manage and grow a high-net-worth (HNI/UHNI) client by offering comprehensive financial planning and investment solutions. The role requires strong knowledge of Mutual Funds, Stocks & Equities, AIF, PMS, Insurance (Life/Health) Bonds, Structured Products, FD/NCD and Portfolio Management Planning. Key Responsibilities Acquire, manage and deepen relationships with HNI & UHNI clients. Provide customized wealth management solutions across: • Mutu...

Testing - WAM Functional - Senior Requirement Overview: We are seeking an experienced Functional Test Lead with strong expertise in Asset Management and Middle Office functional modules. The candidate must have hands-on experience with TCS Bancs application and a deep understanding of trade lifecycle, valuations, corporate actions, and reconciliations. Responsibilities: Responsible for leading a project team and monitoring all the project activities from scratch. Perform functional testing for Asset Management and Middle Office modules within TCS Bancs. Validate trade processing workflows, including matching and confirmation. Test portfolio valuations, calculations, and ensure accurate perio...

Testing - WAM Functional - Senior Requirement Overview Seeking a Senior Test Lead with strong expertise in Payments Testing, including FEDWIRE, SWIFT, CHIPS, and ISO20022 standards. The role involves requirements analysis, functional and integration testing, and automation for high-value payment systems and compliance workflows. Responsibilities Responsible for leading a project team and monitoring all the project activities from scratch. Gather and analyze requirements for payment systems and ISO20022 migration. Design and execute test plans for FEDWIRE, SWIFT, CHIPS transactions. Perform functional, regression, and integration testing across payment flows. Validate message formats (MT/MX) ...

The opportunity As a Financial Crime Manager in our Global Managed Services Delivery team, you will be working with global EY teams to deliver high quality work to our clients, which will primarily be from the financial sector. You will be leading teams working on Anti-Money Laundering, Transaction Monitoring, Know Your Customer/Client, Screening, Regulatory Compliance engagements among various others and will actively participate in the day-to-day management of Engagement teams, owning client updates and interactions, delegating to the Senior Consultants / Consultants / Analysts in your team, whilst acting as the interface between project leadership, file review, as well as QC/QA functions....

Testing - WAM Functional - Senior Requirement Overview Seeking a Senior Test Lead to support T+1 settlement program and other Wealth & Asset Management (WAM) initiatives. The role involves requirements gathering, test planning, execution, and automation, with strong domain expertise in trade lifecycle and settlement processes. Responsibilities Responsible for leading a project team and monitoring all the project activities from scratch. Gather and analyze requirements for T+1 and WAM programs. Design and execute functional, regression, and integration tests. Develop test plans, test strategy, and ensure coverage. Contribute to automation (Selenium, Java/Python) and optimize processes. Collab...

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Genpact (NYSE: G) is a global professional services and solutions firm delivering outcomes that shape the future. Our 125,000+ people across 30+ countries are driven by our innate curiosity, entrepreneurial agility, and desire to create lasting value for clients. Powered by our purpose the relentless pursuit of a world that works better for people we serve and transform leading enterprises, including the Fortune Global 500, with our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. Inviting applications for the role of Management Trainee, Wealth Management-Asset Transitions and Security Pricing Location :- Pune & Bangalore In this r...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a group of HNI (Hi...

Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, wealth Management Managing PL of the Region and Building up Market Share Owning and Establishing Tata Capital Wealth Management Brand for the regions Recruitment, Nurturing talent,Hand Holding Reviewing team s performance for optimisation of revenues Co Owning clients of the team Address HNI and ultra HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of various Investment products....

Dear Applicants! Greetings from Teamware Solutions Position: Asset Transfer & Settlements Experience: 1-4 Years Notice Period: Immediate Joiners Location: Bangalore (Apply if you are in Bangalore) KEY RESPONSIBILITIES : 1. The team has diverse responsibilities, including but not limited to: 2. Processing of asset transfer requests (Payments / Receipts) from the business 3. Liaise with business to clarify any discrepancies. 4. Work with authorizes to ensure asset transfer requests are processed in a timely manner. 5. Liaise with the various departments to resolve any issues that may affect the timely settlement of the asset transfers. 6. Processing of journals 7. Escalate any risk issues to m...

Key Responsibilities: Placing orders on behalf of customers Providing advisory services- AUM product penetration Cross selling of third party investment products( Insurance, MF, PMS, SIPs, TGS,AIF, Bonds, FD, Unlisted shares, IAP & other services offered by MOFSL) New Client Acquisition & retention Client Meeting How to Apply: To schedule an interview, please send your CV via WhatsApp to HR Harshita : 9822381876

Key Responsibilities: 1.Relationship Manager will be responsible for bringing their existing clients (Affluent & Super Affluent) and building a strong client book. 2.Maintaining client relationships and generate AUM from preferred clients. 3. Advising Affluent clients on their Investments and managing their overall financial portfolio and deepening the wallet from existing clients 4. Track the Affluent & Super Affluent Client segment in the market for new client acquisition 5.To research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into clients portfolios. 6.To coordinate with product and research team (Centralize CFP...

Overview The Enterprise Operations and Quality team oversees the data, services, and applications within the Climate and Sustainability Engineering and MSCI's Data Technology verticals. Our primary responsibility is to manage and support end-to-end Quality Engineering by creating tools and tests that ensure continuous quality assessment of applications, services, and generated data. MSCI is renowned for its high-quality data, which is crucial for critical investment decisions, and our role is vital to this mission Responsibilities Develop and implement engineering solutions to address complex data validation challenges. Develop code in Python and/or Java to maintain high-quality data integri...

As a Relationship Manager in the Private Banking sector at Standard Chartered, your primary responsibility is to drive profitable growth by acquiring, developing, and servicing long-term relationships with High Net Worth (HNW) clients. Here's a breakdown of your key responsibilities: - **Strategy**: - Drive profitable growth by managing your own client book effectively. - Deliver Net New Money (NNM), Assets Under Management (AUM), revenue growth targets, and key operating metrics. - Generate a healthy pipeline of target market prospects, convert them into clients, and grow the client portfolio size. - Implement asset allocation according to client needs and model portfolios as benchmarks. - ...

Job Description: As a Guaranteed and Retirement Income Planner at Life Insurance Corporation of India (LIC), you will be responsible for providing comprehensive financial advice to clients. This full or part-time hybrid position, based in Coimbatore, Tiruppur, Pollachi, offers some work-from-home flexibility. Your primary tasks will involve developing customized retirement income plans, conducting detailed financial analyses, and creating informative reports for clients. It is crucial to keep yourself updated on the latest market trends and regulatory changes. You must also effectively communicate complex information in a clear and concise manner to clients. Key Responsibilities: - Develop c...

As a Business Analyst (Wealth Management) at TCS, your role will involve: - Having an in-depth understanding of the Wealth Management business - Working on Wealth Management Front Office, Portfolio Management, Compliance, or Asset Management Platforms - Demonstrating a strong understanding of Investment Products, Risk Profiling, Financial Planning, Portfolio Management, Rebalancing, Trading & Execution Concepts - Ability to work as Subject Matter Expert (SME) to gather/analyze requirements and create Functional Solution documents proactively or as part of Implementations - Collaborating with the Product Engineering and Testing teams to validate the solutions developed - Understanding the Wea...

As an Investment Counsellor (IC) at HSBC International Wealth and Premier Banking (IWPB), your role is crucial in providing financial analysis and investment recommendations to customers with Funds under management of greater than INR 10M. Your responsibilities include: - Strengthening HSBC's reputation as a leading wealth provider by offering clients access to advanced technical product expertise. - Supporting Private Relationship Managers (PRMs) to build client trust in HSBC capabilities and enhance the quality of needs fulfillment. - Assisting PRMs in deepening client relationships by identifying their needs, suggesting relevant wealth solutions, and presenting solutions effectively. - Co...

5 Days working 2 rotational days off Rotational Shifts Both Side cabs Graduate and Undergraduate with 6 Months of Experience. Salary upto 32k CTC Required Candidate profile HR Rohit 8178634637 HR Vedika 8193878187 HR Harshita 9871971616

As a PRM & SPRM at HSBC, your role involves being a client-facing professional playing an integral part in the Premier Banking offering. Your responsibilities include growing and nurturing HSBC Premier relationships, achieving business targets, providing banking/financial advisory services, and ensuring high-quality customer service in line with Global Premier Service Standards. You are expected to identify opportunities for wealth reviews, deliver wealth solutions, and maintain the highest standards of integrity towards the bank, clients, and regulatory requirements. Key Responsibilities: - Maximize profit and achieve growth of Premier clients portfolio - Achieve agreed financial targets by...

As a Vice President- Business Development, Strategic Channels at HSBC, your role will involve driving customer acquisition for New To Bank Premier/ Executive Banking Customers and other IWPB products in the assigned region. You will be responsible for identifying and engaging with external entities and persons to generate referrals, leading to new customer growth and revenue increase. Your key responsibilities will include: - Generating referrals from external entities and persons to drive New To Bank Premier/ Executive Banking Customer Acquisition - Ensuring exceptional on-boarding experience for new customers - Identifying and onboarding new sources of customer referrals and maintaining on...