7634 Wealth Management Jobs - Page 23

develop, implement, and maintain automated test scripts for functional, regression and performance testing of banking applications Create, execute and maintain manual test cases. collaborate with cross-functional teams to understand project requirements and ensure comprehensive test coverage execute automated test suites and analyze results to identify defects and areas for improvements work closely with developers and other stakeholders to enhance test automation frameworks participate in test planning, estimation, and strategy sessions to ensure the timely delivery of high-quality software report bugs and effectively work closely with developers in the bug resolution You will be working wi...

We are seeking an experienced Enterprise Application Architect with a strong background in Java, Azure, and on-premises solutions. The ideal candidate will have extensive experience in designing, developing, and implementing scalable, secure, and high-performing enterprise applications. This role requires a deep understanding of cloud and on-premises architectures, microservices, and API-based integration. Solution Architecture & Design: Architect and design enterprise-grade solutions leveraging Java, Azure services, and on-premises infrastructure. Demonstrate knowledge of architecture patterns (e. g. , layered, event-driven, CQRS), code-level patterns (e. g. , factory, strategy, decorator),...

You will be a member of the Artificial Intelligence, Data, and Analytics (ADA) Crew. Together with your colleagues you will contribute to building and maintaining a robust and secure self-service HR data analytics and data science platform. You will contribute to our most ambitious and critical technology projects as we migrate our applications onto the Azure cloud platform. we're looking for a Software Engineer to: design, develop, and improve the digital products and technology services we provide to our clients and employees. apply a broad range of software engineering practices, from analyzing user needs and developing new features to automated testing and deployment. ensure the quality,...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUFs value proposition and investment strategy. Event Management: Plan and coord...

One of my Clients, an Investment Banking firm that is now foraying into the Wealth Management space is looking for a Head /Senior Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion for creating holistic, technology-driven wealth management experiences for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakehol...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Experience: 10+ years in Wealth Management, Private Banking, or Family Office Services Organization:Alternative Investment Fund(AIF) Key Responsibilities: Investor Relationship Management: Nurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. Investor Acquisition & Marketing: Identify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. Strategic Communication: Collaborate with internal teams to develop investor presentations, pitch decks,...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India: The Role: This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription. Key Responsibilities: Manage a portfolio of existing clients and maintain strong relationships to encourage upgrades to other services. Provide clear information about the benefits of premium services and long-term subscriptions to clients. Ensure all compliance requirements from a SEBI disclosure standpoint are met. Collaborate with other teams across India. Ideal Candidate Profile: Education: An MBA wi...

NOMURA CAPITAL (INDIA) PRIVATE LIMITED is looking for Sr. Software Engineer to join our dynamic team and embark on a rewarding career journey. A Senior Software Engineer is responsible for designing, developing, and maintaining highquality software applications.Designing and developing software applications: Senior Software Engineers are responsible for designing and developing highquality software applications using programming languages such as Java, Python, C++, or others.Senior Software Engineers are responsible for mentoring and providing guidance to junior developers, including reviewing their code and providing feedback.Senior Software Engineers are responsible for optimizing software...

Some careers open more doors than others. If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. International Wealth and Premier Banking (IWPB) helps deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together w...

Some careers open more doors than others. If you re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC. International Wealth and Premier Banking (IWPB) helps deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together w...

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. International Wealth and Premier Banking (IWPB) helps deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, fami...

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. International Wealth and Premier Banking (IWPB) helps deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, fami...

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. International Wealth and Premier Banking (IWPB) helps deliver on HSBC s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, fami...

As a Software Engineer III at JPMorgan Chase within the Asset and Wealth Management, you serve as a seasoned member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. You are responsible for carrying out critical technology solutions across multiple technical areas within various business functions in support of the firm s business objectives. 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 algor...

Job Purpose The purpose of this job is to acquire and grow the lending book for the SME segment for the assigned geography. The role entails both identification of newer customer segments, as well as strengthening existing customer relationships through continuous engagement and ensuring customer retention on the lending platform Job Context Key Aspects: The EB WM function is engaged in funding short term, medium term and long-term working capital needs of SMEs via a suite of customized short and long tenured products. While unit of sizing up the business is its loan book size, profitability and zero tolerance on delinquency are key business objectives Strong understanding of business financ...

Northern Trust has commitment to ensure that all the technologies are secure, reliable and resilient. As part of that Northern Trust has a Vulnerability Management function to identify vulnerabilities, risk rate them and assign and drive remediation. Principal Responsibilities/Requirements: 2-3 yrs of Working experience in platform hardening/ Secure configuration/ policy compliance is a must 2-3 yrs of Working experience in Qualys Policy compliance module Identify and assess policies/test results Ensure reassignment of tickets assigned from CC team to correct platform team and timely resolution of it. Actively participate in meetings to understand business plans on remediations or roadblocks...

Are you confident at iteratively refining user requirements and removing any ambiguityDo you want to design and build best-in-class, enterprise scale applications using the latest technologiesDo you have a proven track record of developing front to back micro-services and API based solutions Your team : You ll work as part of the Managing Clients - Channels and Content agile crew. We design and create external touch points for our clients as well as managing applications to support the flow of client information, price data and the client lifecycle and lead generation. Our goal is to leverage technology and digital intelligence to enrich our client relationships. We are the interface our cli...

We are currently seeking an experienced professional to join the IWPB team to drive Wealth Sales and grow the portfolio of NRIs and connect them internationally to provide clients with a Global Wealth Solution. Principal Responsibilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use ...

Principal Responsibilities Impact on the Business / Function Maximize profit and achievement of the growth of Premier clients portfolio Achieve agreed financial targets by development of existing and new relationships Build effective relationships with clients to retain and develop sustainable relationships Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals Effective use of tools and information to drive client service delivery and RBWM performance Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group B uild a high personal and corporate p...

About The Role The Sonata Application Support Senior Analyst will provide frontline support to Bravura Solutions clients using the Sonata Administration Platform. The role involves managing the full client issue lifecycle, including analysis, replication, and testing of reported defects, while maintaining a solution-focused approach. The analyst will also be responsible for escalating requests to the relevant development or consulting teams as needed. What You ll Do Analyze and resolve client-reported issues, including: -Identifying software defects or missing functionality (debugging code when necessary). -Performing data fixes on client databases as required. -Resolving issues arising from...

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 approachr...