10351 Wealth Management Jobs - Page 24

Handle portfolio of HNI Clients, of all Banks Group products, services & resources in order to maximize the value Manage the Buss & Br banking and investments relationship with clients knowledge of CASA, CC, OD, TL, Exports, MF, & Insurance Current Book managed Preferred candidate profile Grads/MBA's, with 1 - 5 years of Sales Experience in Banking, Financial Services, NBFC, Customer-service orientation, Negotiation and Persuasion skills & Relationship building Skill, Multiple prdts Perks and benefits Fixed CTC + Incentives Quarterly + Conveyance

As an Operations Coordinator at TAM India Family Office Advisors, you will be responsible for supporting client servicing, investment operations, research functions, and social media outreach. Your role will involve maintaining client investment documentation, coordinating client transactions, preparing portfolio reports, conducting research on financial products, and communicating with clients and partners professionally. Key Responsibilities: - Manage and maintain client investment documentation, agreements, and compliance records. - Coordinate client transactions across multiple investment platforms. - Prepare and update portfolio performance reports using Excel, Power BI, or similar tool...

As a member of the Fund Services, Portfolio, and fund management team at UBS in Mumbai, your primary role will involve developing and managing wealth management products, researching fund managers & investment strategies, and collaborating with multiple stakeholders in the financial markets. You will have the opportunity to: - Support Product & Portfolio Managers and Funds specialists in developing and managing Investment Products - Collaborate with on-shore specialists to enhance pre- and after-sales services for driving sales efforts - Formulate and assess product ideas, observe trends, and propose new products or modifications - Manage Business Risk, Product risk, and control requirements...

As a Senior Test Engineer specializing in Functional Testing with Investment Private Banking, your main responsibilities will include: - Understanding and implementing structured test methods and processes - Creating high-quality test scenarios for manual testing, reviewing them with Business Analysts, and inputting them in ALM Octane - Identifying regression scenarios and developing corresponding test cases - Generating and verifying test data in the SIT environment - Executing manual test cases, issuing reports, and sharing them with the test manager promptly - Collaborating with other application teams for end-to-end integration testing - Estimating testing efforts based on requirements a...

As the Deputy CEO/CEO at our organization, you will have a crucial role in shaping the strategic direction and growth of our premier family office services tailored to Ultra High Net Worth Individuals (Ultra HNIs) and families. Your extensive experience in private banking or wealth management, along with a strong client base of Ultra HNIs, will be vital in leading our team towards success. Your exceptional leadership, strategic acumen, and the ability to inspire and manage a high-performing team will be key in this senior leadership position. You will oversee the P&L, ensuring the overall profitability of the business, and drive the expansion of our wealth management division. Key Responsibi...

As a Wealth Manager at our firm located in JP Nagar, Bangalore, you will play a crucial role in helping clients achieve their financial goals through personalized investment solutions. Your responsibilities will include: - Proactively engaging with interested leads through sales calls to explain financial products and investment solutions. - Assessing client needs, risk appetite, and financial goals to recommend suitable stock market investments and wealth management solutions. - Building and nurturing long-term client relationships through regular follow-ups, market updates, and personalized financial guidance. - Staying updated on market trends, economic developments, and competitor offeri...

Role Overview: You will be the Vice President within the Asset and Wealth Management Client Onboarding Regulatory & Analytics Center of Excellence (CoE) at J.P. Morgan Chase. Your role will involve leading high-impact initiatives such as data quality root cause analysis and regulatory inquiries. You will collaborate with various teams to deliver insights and support regulatory and management requests. It is essential to have a strong technical background and expertise in modern data environments and advanced analytics tools. Your responsibilities will include ensuring analytic approaches are robust, scalable, and compliant with governance standards, as well as effectively communicating findi...

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you'reach your potential but also to contribute to our clients achievements. The FTS Performance Attribution team provides expert analysis on performance, attribution, risk s...

At Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals. Our talented teams working around the globe bring expertise that s both broad and unique. From our welcoming, inclusive, and flexible culture to our global and diverse business, we offer opportunities not only to help you'reach your potential but also to contribute to our clients achievements. The FTS Performance Attribution team provides expert analysis on performance, attribution, risk s...

We know that people want great value combined with an excellent experience from a bank they can trust, so we when we acquired our retail wealth management and investment business brand in the U. K. , JP Morgan Personal Investing, formally known as Nutmeg Savings and Investment Ltd, we had to ensure firmwide standards and controls were aligned with JP Morgan Chase. We know that people want great value combined with an excellent experience from an online retail investment management firm they can trust, so when we acquired JP Morgan Personal Investing, to maintain being the largest digital wealth manager in the UK with 200k clients. Were already trusted by millions globally and were quickly ca...

We know that people want great value combined with an excellent experience from a bank they can trust, so we when we acquired our retail wealth management and investment business brand in the U. K. , JP Morgan Personal Investing, formally known as Nutmeg Savings and Investment Ltd, we had to ensure firmwide standards and controls were aligned with JP Morgan Chase. We know that people want great value combined with an excellent experience from an online retail investment management firm they can trust, so when we acquired JP Morgan Personal Investing, to maintain being the largest digital wealth manager in the UK with 200k clients. Were already trusted by millions globally and were quickly ca...

We know that people want great value combined with an excellent experience from a bank they can trust, so we when we acquired our retail wealth management and investment business brand in the U. K. , JP Morgan Personal Investing, formally known as Nutmeg Savings and Investment Ltd, we had to ensure firmwide standards and controls were aligned with JP Morgan Chase. We know that people want great value combined with an excellent experience from an online retail investment management firm they can trust, so when we acquired JP Morgan Personal Investing, to maintain being the largest digital wealth manager in the UK with 200k clients. Were already trusted by millions globally and were quickly ca...

We know that people want great value combined with an excellent experience from a bank they can trust, so we when we acquired our retail wealth management and investment business brand in the U. K. , JP Morgan Personal Investing, formally known as Nutmeg Savings and Investment Ltd, we had to ensure firmwide standards and controls were aligned with JP Morgan Chase. We know that people want great value combined with an excellent experience from an online retail investment management firm they can trust, so when we acquired JP Morgan Personal Investing, to maintain being the largest digital wealth manager in the UK with 200k clients. Were already trusted by millions globally and were quickly ca...

The Asset and Wealth Managements Chief Data and Analytics Office is dedicated to maximizing the value and impact of our data responsibly. We work closely with business, technology, operations, control, and other key stakeholders to achieve our objectives. Our teams manage the entire data lifecycle, ensuring goverce standards are met while making data easy to discover and use. We are looking for a highly skilled data scientist to join the Data Profiling and Ad Hoc Data Science team. This role is crucial in tackling complex data challenges and delivering actionable insights, requiring a strong technical background and expertise in modern data environments and tools for advanced analysis. As th...

The Asset and Wealth Managements Chief Data and Analytics Office is dedicated to maximizing the value and impact of our data responsibly. We work closely with business, technology, operations, control, and other key stakeholders to achieve our objectives. Our teams manage the entire data lifecycle, ensuring goverce standards are met while making data easy to discover and use. We are looking for a highly skilled data scientist to join the Data Profiling and Ad Hoc Data Science team. This role is crucial in tackling complex data challenges and delivering actionable insights, requiring a strong technical background and expertise in modern data environments and tools for advanced analysis. As th...

To be responsible for managing Key Clients HNIs and Ultra HNIs and provide expert relationship management experience (Domain Expert) In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors Maintaining a strong working knowledge of client portfolios / products which are required to gain business wallet share from HNI and Ultra HNI clients Ensure regular engagement with mapped relat...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, we’re building at scale – and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. You’ll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions – every single day. The vibe? Think less hiera...

Temenos Transact/T24 Business Consultant - Wealth Location: India - Hybrid (Chennai, Pune & Bengaluru) Employment Type: Permanent or Long-Term Contract (based on applicant's preference) GCI Consulting are currently seeking Temenos Transact/T24 Business Consultants with hands-on experience in the Transact Wealth modules, to join our fast-growing international team. This is a unique opportunity to work with some of our most prestigious clients across India. Requirements: 5+ years of hands-on Temenos Transact/T24 implementation experience. Excellent functional implementation knowledge of at least two of the following Transact Wealth modules: Securities, Bonds, Structured Notes, Cash Management,...

We are looking for a skilled professional with 4 to 9 years of experience to join our team as an Associate Relationship Manager - Affluent in Kotak Mahindra Bank Limited. The ideal candidate will have a strong background in non-branch banking and excellent relationship management skills. Roles and Responsibility Develop and maintain strong relationships with affluent clients to provide tailored ficial solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to deliver exceptional customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Provide exp...

We are looking for a highly skilled and experienced Senior Financial Analyst to join our team at Franklin Templeton Asset Management (India) Pvt. The ideal candidate will have 2 to 10 years of experience in financial analysis and management. Roles and Responsibility Analyze financial data and provide insights to support business decisions. Develop and maintain financial models and forecasts. Collaborate with cross-functional teams to drive business growth. Identify and mitigate financial risks. Develop and implement financial strategies to optimize performance. Provide financial reporting and analysis to senior management. Job Requirements Strong understanding of financial concepts and princ...

We are looking for a highly motivated and experienced professional to join our team as an Operations Back Office (OPSBA) / Information Workflow Management (IWM) specialist. The ideal candidate will have 1 to 3 years of experience in a related field. Roles and Responsibility Manage and maintain accurate records and databases. Provide administrative support to the operations team. Develop and implement process improvements to increase efficiency. Collaborate with crossfunctional teams to achieve business objectives. Analyze and resolve operational issues promptly. Ensure compliance with company policies and procedures. Job Requirements Strong understanding of operations management principles. ...

About your role The Assistant Manager - Supplier Relationship Management Center of Excellence will work with identified supplier relationship managers (SRMs) for key Business Functions in managing suppliers in line with risk appetite, optimising post-contract value, and developing a transparently sustainable supply baseThe role holder will run routines for a defined element of the supplier portfolio, and will ensure that the requirements, contractual obligations, Procurement policy, and business unit objectives are met and evidenced in regular routines The role holder will collaborate closely with senior stakeholders from across FIL to establish broad internal stakeholder relationships, driv...

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 Right Profile: As an Engineering Manager (EM) for our Backend Team, you will collaborate closely with product and design teams to build effective, high-performing teams. Your primary focus will be on supporting and developing the individuals ...

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...

About Angel One : Angel One is one of Indias fastest growing fin-techs, on a bold mission to make investing simple, smart, and inclusive for every Indian. With over 3+ crore clients, were building at scale and building for impact. Our Super App helps clients manage their investments, trade seamlessly, and access financial tools tailored to their goals. We are working to build personalized financial journeys for our clients, powered by new-age tech, AI, Machine Learning and Data Science. We're a builder's company at heart. Youll have the space to experiment, the freedom to move with velocity, and the mandate to make bold, user-first decisions every single day. The vibe? Think less hierarchy, ...