3643 Wealth Management Jobs - Page 23

Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions. Business Development Acquire new affluent clients through networking, referrals, and market intelligence. Identify opportunities to cross-sell and up-sell banking products and services. Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV). Compliance & Risk Management Ensure all activities comply with regulatory requirements and internal policies. Maintain high standards of documentation, due diligence, and risk assessment. Market Awareness Stay updated on market trends, new product offerings, and regulatory changes. Share investment ideas and market updates with clients to support informed decision-making. Skills & Qualifications Proven experience in managing affluent or high-net-worth clients in wealth management or private banking. Strong knowledge of financial products, investment advisory, and portfolio management. Excellent communication, interpersonal, and relationship-building skills. Ability to work collaboratively with internal teams and external partners. Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred. Benefits & Career Development Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD. Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments. Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)

Job Description: Senior Relationship Manager Wealth (Affluent Customers) Standard Chartered Bank, India Key Responsibilities Client Relationship Management Build and maintain long-term relationships with affluent clients. Understand clients’ financial needs and aspirations to provide tailored investment solutions. Manage and grow a portfolio of high-profile clients, ensuring high levels of client satisfaction and retention. Wealth Advisory & Portfolio Management Advise clients on a wide range of wealth management products, including investments, insurance, and treasury solutions. Conduct regular portfolio reviews and provide market insights to help clients achieve their financial goals. Partner with internal specialists (Investment Advisors, Treasury Experts, Insurance Guides) to deliver comprehensive solutions. Business Development Acquire new affluent clients through networking, referrals, and market intelligence. Identify opportunities to cross-sell and up-sell banking products and services. Drive business growth by increasing Assets Under Management (AUM) and Total Relationship Value (TRV). Compliance & Risk Management Ensure all activities comply with regulatory requirements and internal policies. Maintain high standards of documentation, due diligence, and risk assessment. Market Awareness Stay updated on market trends, new product offerings, and regulatory changes. Share investment ideas and market updates with clients to support informed decision-making. Skills & Qualifications Proven experience in managing affluent or high-net-worth clients in wealth management or private banking. Strong knowledge of financial products, investment advisory, and portfolio management. Excellent communication, interpersonal, and relationship-building skills. Ability to work collaboratively with internal teams and external partners. Bachelor’s degree (minimum); relevant certifications in wealth management or financial advisory are preferred. Benefits & Career Development Access to personalized training and development programs, including the SC Wealth Academy in partnership with INSEAD. Opportunity to work with a diverse, international team and advance within the bank’s affluent and wealth segments. Competitive salary, structured incentive plans, and comprehensive benefits package (including retirement, medical, and wellbeing support)

Responsibilities: Manage client relationships through mutual fund, MF, PMS, AIF & AMCS sales. Provide wealth management solutions for HNI clients. Conduct NRI services and Premier/Elite portfolio management. Health insurance Annual bonus Provident fund

As an Associate Partner at Brand Realty Investors Group, located in Sector-125, Noida, you will have the opportunity to be a part of a leading Investment Advisory and Real Estate Transactions firm with over 20 years of expertise. Brand Realty focuses on strategic land investments, managing a network of investors with a commitment to expertise, ethics, and sustainable growth. Your role as an Associate Partner will involve spearheading Business Development & Investor Relations. You will be responsible for developing and expanding relationships with HNI and Ultra-HNI investors, presenting investment opportunities confidently, managing client portfolios, structuring personalized investment strategies, handling financial negotiations, and ensuring smooth cash flow management. Acting as a key liaison between the company and investors, you will play a crucial role in fostering long-term partnerships. To excel in this role, you should possess exceptional communication and relationship-building skills. Proven experience in handling HNI/Ultra-HNI clients for investment and wealth management, as well as strong negotiation skills to drive business growth, are essential. If you are ready for a rewarding career in investment strategy and client relationship management, we encourage you to apply now and become a part of our growth journey with Brand Realty Investors Group.,

About the company: You will be joining a digital family office with a dedicated team of over 12 CAs, CFAs, CFPs, and MBAs, catering to more than 250 clients and managing 100 crores in Assets Under Management (AUM). The company prides itself on serving as a personal wealth manager for all aspects of investment, insurance, tax, and other financial requirements. The comprehensive services offered include Goal-Based Financial Management, Risk Mitigation & Insurance Planning, Fixed Income Investment Advisory, Loan Management & Optimization, and Cash Flow Management. Role and Responsibilities: Your primary responsibility will be to collaborate closely with the advisory team to develop customized financial plans that align with each client's unique needs, covering areas such as investment, retirement, estate, and tax planning, all while ensuring alignment with the individual risk profile of each client. You will conduct in-depth analyses of clients" financial situations, encompassing their income, expenses, assets, liabilities, and investment portfolios. Furthermore, you will play a key role in managing client relationships, gaining a profound understanding of their financial requirements, and offering holistic financial solutions. By implementing action plans in line with clients" financial strategies, you will work towards achieving their financial objectives. Providing ongoing support to clients year-round, addressing any queries, concerns, or issues they may have, will also be part of your responsibilities. Ideal candidate: The ideal candidate for this role should possess a strong academic background, which may include being a CFP/ CWM or CFA candidate, or holding a Bachelors/Masters degree in a commerce/management field coupled with 2-4 years of relevant work experience in Wealth Management or Financial Planning. You should thrive in a collaborative and team-oriented environment, demonstrating self-motivation, flexibility, and adaptability to navigate through dynamic situations. Excellent interpersonal and communication skills are essential, along with a commitment to personal and professional development.,

Functional Tester - Mutual Funds - ADR Group | Trusted Partner for SAP, IT Staffing, Cloud Job Overview: We are looking for experienced Functional Testers with a strong domain knowledge in Mutual Funds, Lending, and Wealth Management . The selected candidates will work closely with our product team, based in Mumbai , and contribute to ensuring the quality and performance of our financial solutions. Key Responsibilities: Conduct functional testing for financial products related to Mutual Funds . Collaborate with the product and development teams to understand business requirements. Identify, document, and report defects, ensuring thorough test coverage. Participate in test planning, execution, and reporting. Work from the Lower Parel office , as per company requirements. Required Qualifications & Experience: 2+ years of experience in Functional Testing. Strong expertise in Mutual Funds (Mandatory). Ability to analyse financial workflows and ensure accuracy. Experience in writing detailed test cases, defect tracking, and test reporting. Excellent communication skills and teamwork abilities. Job Category: Functional Tester - Mutual Funds Job Type: Full Time Job Location: Mumbai Exp-Level: 2 to 5 Years Apply for this position Allowed Type(s): .pdf, .doc, .docx By using this form you agree with the storage and handling of your data by this website. *

You should possess over 15 years of relevant experience in Wealth Management processes and products such as Deposits, Investments (equities, bonds, OTC, funds), Lending, and vendor risk management. At least 3 years of direct experience in managing global vendors is required. As part of this role, you will be responsible for service delivery, governance, and change-related activities on a global scale. You will collaborate closely with Front office, Technology, and onsite vendor managers to oversee end-to-end processes. Your primary responsibilities will include managing service delivery risks and changes in alignment with the business vision and strategy. You will be tasked with overseeing service delivery across multiple businesses, products, and contracts, encompassing application, infrastructure, and back-office services.,

Manage RM's as a team lead Relationship Management profile involving acquiring growing and deepening HNI / NRI customer relationships through effective portfolio management Generate new business defined sales targets of RM's and branch Required Candidate profile Focusing on the analysis and satisfaction of 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*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

The RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements profile involving acquiring growing deepening Bank customer relationships through effective relationship management Required Candidate profile Focusing on the analysis and satisfaction of Bank Customers financial banking investment and business needs and objectives To cross sell Asset & liability products to the banks clients PMS AUM AIF Perks and benefits Best In Banking Industry*

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

To give proper financial presentation to all walk-in clients on daily basis To take 5 references from each walk-in client and work towards calling them in the venue To check and collect documents from the clients and ensure timely issuance of insurance policy. To collect premium amount from the clients and timely deposit the same to Operation Executive/ Venue Manger on daily basis

Support developments of all the models used in Retail Wealth including implementation of the model governance framework. Internally build or work with third-party vendors to build models which facilitate a robust suitability process for clients. Examples include the Suitability Risk Profiling process and the Aladdin Risk Engine. Ensure adherence to the Model Risk Policy & Standards and regulatory expectations for Retail Wealth Models. Ensure that the Wealth models are fit for purpose, well governed and reviewed frequently e.g. model monitoring and model assessments. Work in a team of Model SMEs involved in creation and maintenance of model documentation, development and implementation standards, model validation, monitoring, ongoing management and support for IMR review. Streamlining of existing processes and transition to automation platform subject to availability of budget and resources. Manage stakeholder relationships globally, ensuring that sufficient regional input is factored into the decision making process. Ensure robust governance through appropriate committees, member of relevant governance bodies, acting as Retail Wealth models SME. Ensuring local and global product governance forums are balanced to ensure business growth while meeting regulatory and Group requirements. Ensuring (where possible) globally consistent Product Governance and Product Oversight Committee desk procedures to ensure maximum process efficiencies to assist timely product marketing. Ensuring (where possible) globally consistent control frameworks and underlying procedures. Ensuring all product governance artefacts are correctly documented, in line with Group and all regulatory requirements. Protect the bank by ensuring that all procedures and processes are correctly documented, updated and followed. Management of an effective MI and KRI framework. Working with Regulatory Compliance, Legal and Risk to ensure all governance arrangements and oversight needs meet regulatory and legal requirements. Streamlining the product approval process to achieve the correct balance between distribution of the right products for our clients, effective time to market and effective product management/governance. Ensuring that all arrangements that support IWS products and services are controlled and monitored centrally while ensuring that local requirements are met without duplication. Working collaboratively with all Stakeholders, (Compliance, Legal, Risk, Chief Control Office) Senior Management and Group Procurement. Work closely with Regulatory Compliance to ensure that IWPB is compliant with existing laws and regulations and also is able to implement requirements of emerging regulations in a timely manner. Role should also work with Regulatory Compliance to develop IWPB policies which uphold Regulatory expectations, protect the Bank and ensure consistent application of controls. Work across the CCO community to ensure key controls are captured in local RCAs and that operational issues with key controls are escalated to Senior Managers. Works collaboratively with all major Stakeholders, Global Product Heads and all outsource providers. Collaborates with colleagues within the immediate team and with all local teams. Offers help to colleagues within direct team and outside team, regularly providing feedback on new and better ways of working, sharing ideas and best practices with the team. Provide leadership and assists in driving a compliance culture across the business. Maintain cost discipline; improve efficiencies through standardisation under global procedures. Requirements Relevant professional qualification such as CFA. Post - degree level education or knowledge in wealth investment products. Negotiation and influencing senior stakeholders. Ability to think strategically and manage relationships with senior stakeholders. Leadership qualities and good team management skills. Excellent Communication and Inter person skills Both verbal and written. Good analytical skills, an eye for detail and a drive for quality, understand and to interpret Numeric information. Experience of managing Product Governance in an investment related business is preferred. An understanding of investment, banking, credit and insurance products and services. Prior experience in Private Banking or Wealth Management is preferred. Getting results through effective management of processes; possess capacity to define problems and find effective solutions; ability to relate to people at all levels both internally and externally. Practical experience working alongside global product/business management teams. Strict deadline management with project management discipline. Ability to work independently and manage business as usual tasks while also progressing elements of various projects. Confident presenter, able to present complex topics to stakeholders at all management levels. Effective presentation, interpersonal, negotiation, communication and analytical skills. Recognised strong organisational skills. Understanding of the HSBC Group will be beneficial for the role. Proven leadership skills in a changing environment. Proven experience in successfully managing challenging markets. Strong experience in creating best in class processes and activities. Knowledge of authoring policies, standards, governance lifecycle process, frameworks, and Target Operating models.

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 and 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 About the Role The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling. The NRI RM will be responsible for identification of potential customers and providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience. Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial Acumen: In-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving Abilities: Strong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the NRI customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Review the inflows and outflows in the mapped NRI accounts and also proactively track NRI visits to India Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads generated through existing clients, NRI brokers, stock brokers, expats of shipping companies and overseas branches Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation from a recognized institute AMFI and NCFM certifications Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills

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 providing them customized solutions as per their requirements. The position entails client management and acquisition with a key focus on expanding the Asset under Management. Key capabilities include working in a dynamic and fast-paced environment with cross-functional teams to design, collaborate with multiple stakeholders and provide tailored investment products aligned to customer needs. The center of all client engagements will be to ensure superior customer experience Key Skills Client relationship management: Strong interpersonal skills to build and maintain high trust and long term relationship with clients Communication: Excellent verbal and communication skills for conveying complex financial concepts clearly Sales and Negotiation Skills: Proven track record in sales, with the ability to meet and exceed targets. Financial AcumenIn-depth understanding of banking products, services, and financial markets. Ability to analyse financial statements and provide sound financial advice. Problem-Solving AbilitiesStrong analytical and problem-solving skills to address needs and challenges. Key Responsibilities Provide financial solutions to the Burgundy customers while maintaining high service standards Maintain complete customer profile including the risk profile, demographics and assets in the bank Enrich relationships and garner higher wallet share through customer engagement activities Deepen the existing relationships by cross selling the Banks products and services/ third party investment products Identify potential customers who can be sold tailored products to enhance product penetration Acquire new customers by converting referral leads Achieve targets as assigned by the organization on a monthly basis Record and track all engagement activities through the CRM system Comply with KYC/SEBI rules, regulations, and legislation governing the Bank Qualifications Graduation/ Post graduation from a recognized institute AMFI and NCFM certifications 6-10 years managing High Net worth clients Role Proficiencies Knowledge of banking products and services Ability to manage complex client situations Good communication (both verbal and written) skill in both English and the local language Ability to multitask, adaptive and responsive towards evolving customer and organization asks. Good networking and relationship building skills.

We are looking for a Private Wealth Operations Associate to work in a team that supports multiple Financial Advisors and their clients. This role is responsible for many aspects of client service management, including the administrative, transactional and operational functions within the Private Wealth group. This is an exciting and challenging opportunity that will give qualified candidates exposure to advisors, internal business partners, and many other departments within Bernstein Private Wealth Management. A Private Wealth Operations Associate will: Partner with Financial Advisors and their Client Service Associates to execute the operational needs of the practice, such as performance reporting, client/prospect meeting preparation, account maintenance, account valuation, and research requests Partner with Client Service Associates to accomplish a common goal of providing exceptional service Interact and network with senior professionals throughout the firm to fuel career success Ensure accurate and timely completion of responsibilities Training Program: Private Wealth Operations Associates will participate in a comprehensive and robust training program. The customized program will enable Associates to build a foundation of knowledge and develop skills needed to process operational tasks, achieve client service excellence and fuel success as a financial professional. Curriculum will be delivered both in a formal classroom and on the job setting. Qualifications: The ideal candidate should: Postgraduate/Masters degree or equivalent in business, finance or economics with excellence in academics and strong leadership experience. Have 2 to 3 years of industry experience. Be an accomplished team players who seek a rigorous and challenging environment for their career development. Candidates should be detail-oriented with a strong ability to multitask and work under pressure in a fast-paced atmosphere. Possess strong analytical and communication skills (both written and verbal) and an ability to build internal and external relationships. Proficiency in Word and Excel are required.

Candidate should have good knowledge of managing wealth of HNI Clients. Should have knowledge of Insurance, Mutual Fund, Bonds , Equity and PMS. Individual Profile. Position is based at Ahmedabad, Vadodara & Surat.Excellent communication skill reqd.

Responsibilities: * Manage HNIs' portfolios through wealth management strategies * Acquire new clients through cold calling and cross selling techniques * Handle residential and property sales with channel sales expertise Sales incentives

Portfolio Management New client acquisition Financial Planning & Advisory services Manage client portfolios - insurance, mutual funds, hedge funds, real estate & fixed income Preferred- AFP / CFP / NISM XA – XB Contact (WHATSAP ONLY) - 9176975879

Focus on running all business channels through the Distributors, Independent Financial Advisors (IFAs), Banking Partners and direct customer’s segment. Handling Branch and leading the team.

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

As a Lead Software Engineer at JPMorgan Chase within Asset and Wealth Management, you play a crucial role in an agile team dedicated to enhancing, building, and delivering cutting-edge technology products in a secure, stable, and scalable manner. Your primary responsibility lies in developing innovative technology solutions across various technical domains to support the firm's business objectives effectively. Your key job responsibilities include creating, managing, and updating accurate Architecture Current, Target state, and Target State Roadmaps for your application portfolio. You are expected to leverage your expertise as a business domain expert to align technical capabilities with the business strategy, ensuring the realization of desired business outcomes. Additionally, you will collaborate with product owners and application teams to establish and maintain business process flows for the portfolio. You will also take ownership of data domains, data products, and data models in coordination with product owners, data owners, and application teams. Furthermore, you will actively participate in data & domain architecture governance bodies, evaluate new technologies, and provide valuable feedback. Your role involves devising creative data architecture solutions, conducting design and development activities, and troubleshooting technical issues with a forward-thinking mindset. You will identify opportunities for process automation to enhance the operational stability of software applications and systems. Moreover, you will lead evaluation sessions with external vendors, startups, and internal teams to assess data architectural designs and their applicability within the existing systems and information architecture. Additionally, you will spearhead data architecture communities of practice to promote the adoption of modern data architecture technologies. To excel in this role, you must possess formal training or certification in software engineering concepts along with at least 5 years of practical experience. Ideal candidates will have prior experience in Wealth Management technology, encompassing Wealth Planning & Advice, Investing, Lending, and Banking, with proficiency across various asset classes such as Fixed Income, Equities, and Alternatives. A degree in Computer Science, Engineering, or a related field is preferred. Your skillset should include a strong command of software development methodologies, architecture frameworks, design patterns, testing practices, and operational stability. Effective leadership, communication, and problem-solving capabilities are essential, as well as the ability to establish robust engineering communities and guilds. Demonstrated experience in influencing cross-functional teams to deliver modern architecture solutions is highly valued.,

As a full-time on-site UHNI Senior Relationship Manager at Incred Wealth in Bengaluru, your primary responsibility will be to manage and enhance relationships with Ultra High Net Worth Individuals (UHNIs). This involves offering personalized wealth management services, providing financial advice, and devising strategies for the growth of client portfolios. To excel in this role, you must possess proven expertise in wealth management, financial planning, or similar fields. A strong understanding of investment products, financial markets, and regulatory requirements is essential. Your success will also depend on your exceptional communication skills, both verbal and written, and your ability to foster and sustain robust client relationships. Having a professional certification such as CFP, CFA, or an equivalent qualification will be beneficial. Additionally, a Bachelor's degree in Finance, Business Administration, or a related field is required to meet the educational qualifications for this position. If you are passionate about providing top-notch financial services, adept at navigating the complexities of wealth management, and enjoy working closely with high net worth clients, then this role is an exciting opportunity for you to further your career in the finance industry.,

The Senior Relationship Manager role at Motilal Oswal Wealth Management Ltd in Chennai is a full-time on-site position that involves managing client portfolios, establishing and nurturing client relationships, and offering financial advice. The ideal candidate for this role would have proven experience in wealth management, financial services, or a related field, with a track record of managing 50 to 100 crores as a wealth relationship manager. Strong communication and interpersonal skills are essential for effectively engaging with clients. Additionally, a sound understanding of investment products, financial planning strategies, and current market trends is required. As a Senior Relationship Manager, you will be expected to analyze and comprehend clients" financial circumstances to deliver tailored solutions that meet their needs. Candidates with professional certifications such as CFP, CFA, or an MBA in Finance are preferred for this role.,

The Relationship Manager-Wealth is the ultimate face of the business as you are going to be the final point of contact with the client. You will be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. You will be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. Ideal Candidates Relationship Managers with prior experience working in a Broking/Private bank/wealth management Co. Handle and manage clients with a minimum investment of Rs 25 Lakhs and above. Experience in advising clients across all asset classes. Candidates must have good vintage in their present as well as previous companies. Candidates should be well experienced in banks, wealth management companies, broking firms or Asset Management centers with good client base.,