13138 Wealth Management Jobs - Page 24

Job Title Wealth Manager / Relationship Manager Wealth Management Location Mumbai, Delhi Experience 3-10 Years Industry Wealth Management | Private Banking | BFSI | Investment Advisory Employment Type Full-Time Job Summary We are seeking an experienced Wealth Manager / Senior - RM to manage and grow a portfolio of High Net-Worth Individuals (HNIs) and Ultra HNIs. The role involves client acquisition, portfolio advisory, cross-selling of financial products, and long-term relationship management to drive AUM and revenue growth. Roles and Responsibilities Manage high net worth individual (HNI) clients' portfolios by providing investment advisory services, including asset allocation, fund select...

Demonstrated understanding of risk management frameworks and methodologies relevant to the financial services sector Experience in assessing and designing internal controls to mitigate operational risks effectively Proficient in analyzing business processes to identify gaps and recommend improvements for risk management Strong capability in developing risk assessment reports and presenting findings to stakeholders Knowledge of regulatory requirements impacting risk processes and the ability to implement compliant solutions Qualification Bachelor of Commerce Experience internal audit

1. Should have worked on any of following Insurance products wmA( Wealth Management Accelerator), Vantage, Ingenium, Life Pro, Cyber Life & Performance Plus. 2. Must have good Life & Annuity Domain Knowledge

Position: NRI Relationship Manager Location: Rajkot Company: Axis Bank Affluent Business (Burgundy Segment) Grade: Manager (as per experience and internal fitment) Employment Type: Full-time Experience Required: Minimum 6 years in Banking, Wealth Management, or Financial Services Educational Qualification: Graduation (AMFI/NCFM certifications preferred) Job Description Axis Bank is hiring experienced professionals for the roles of and NRI Relationship Manager at its Affluent Business (Burgundy) vertical.. These positions are responsible for managing Non Residential clients portfolios (NRI), providing tailored banking and investment solutions, and delivering best-in-class service through cont...

Key Responsibilities Manage and grow relationships with channel partners and key clients in assigned regions. Responsible for cold calling leads and generating business opportunities for LAMF. Conduct field visits within Ahmedabad (travel allowance will be provided). Identify and onboard new partners to expand the sales network. Act as the primary point of contact for partners, addressing their queries and concerns in a timely manner. Conduct regular meetings, training, and presentations to ensure partners are aligned with the company's products and objectives. Track sales performance, provide regular reports, and ensure achievement of sales targets. Maintain a strong understanding of market...

Position Purpose As part of our transformation programs, we need to onboard our applications on IBM cloud by 2026 . Within the implementation team, the candidate will work with multiple teams, including Engineering, Infrastructure, and development teams Responsibilities Direct Responsibilities As a member of the Cloud team, the candidate will: Build and maintain Ansible playbooks and terraform scripts to automate provisioning, configuration and deployments Work on containerization of legacy applications Assist & train other ops profiles on Ansible, Terraform and K8s Team Responsibilities Provisioning, Configuration, Deployment, DR Technical & Behavioral Competencies Mandatory skills and beha...

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 an AUM => INR 20 Million through need-based approach” and ensure client ...

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditi...

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors , spanning traditi...

Position Specifications: Corporate Title Analyst Functional Title Analyst Experience 1-3 years Qualification Graduate/MBA Requisition No. Role & Responsibilities: Ensure that client gets on boarded on Nomura platform effectively. Proven record of Client Onboarding/ Relationship management. Own and resolve all issues during the onboarding process to manage client expectations and should be able to handle difficult situations with assertive skills. Manage queries from multiple teams related to the process. Identify exception cases, escalate whenever required and work towards resolutions. Drive and implement relevant KRI and reporting to track aged requests and ensure transparency in highlighti...

You are a strategic thinker passionate about driving solutions in Client Onboarding Management. You have found the right team. As a Client Onboarding Management Professional within our Client Onboarding Management team, you will be responsible for setting and improving our organizational objectives and ensuring their consistent accomplishment. You will project manage new account onboarding for institutional and strategic client mandates, overseeing lifecycle events such as mergers, liquidations, closures, in-species, and custody changes. Acting as the primary point of contact for clients throughout the onboarding process, you will lead internal and external meetings to ensure effective event...

ASSET MANAGEMENT Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the firm s primary investment area, we provide investment and advisory services for some of the world s leading pension plans, sovereign wealth funds, insurance companies, endowments, foundations, financial advisors and individuals, for which we oversee more than $2 trillion in assets under supervision. Working in a culture that values integrity and transparency, you will be part of a diverse team that is passionate about our craft, our clients, and building sustainable success. We are: Investors, spanning traditio...

Position Specifications: Corporate Title Analyst Functional Title Analyst Experience 1-3 years Qualification Graduate/MBA Requisition No. Role & Responsibilities: Responsible for performing Client onboarding / Client Review functions Evaluating and Approving new customer account documentations and supporting information in order to determine whether they satisfy the client onboarding identification requirements as per Nomura policies and procedures Conduct the background screening on the Client name & other officials names using tools such as World Check / DJX / Factiva. Interact with the front office/client integration to ensure that proper account documentation is obtained from the custome...

Job Title: Business Analyst Location: Bengaluru, Pune, Hyderabad, Delhi, Mumbai Domain: Retail Banking \- Wealth Management Associate will be part of Digital Transformation projects with Global Banks supported by our company Should be able to exhibit digital transformation experience of delivering Banking products Should have exposure to digital transformation, mobile journeys and customer journeys in the retail banking domain. Exposure to mobile journeys\/digital transformation in retail banking is mandatory. Is expected to work with end client business stakeholders, transformation colleagues and technology teams while delivering requirements on the assigned programs Should have excellent c...

Core Responsibilities: You will: Design test plans for models using regression and optimization techniques. Identify edge cases from historical account activity and optimization objectives. Validate algorithm accuracy and performance under varied market conditions. Strategic Responsibilities: Implement regression tests for optimizers handling dynamic market data. Ensure output consistency during data refreshes. Automation & Tools: Build automated scripts using Python, R, or MATLAB. Integrate tests into continuous integration pipelines. Maintain detailed logs for long-term auditability. Team & Collaboration: Work closely with researchers and developers to understand model specifications. Docu...

Position Specifications: Corporate Title Vice President Functional Title Principal Software Engineer Experience 12+ Years Qualification Refer to table below Requisition No. 11660 Job Role & Responsibilities: The selected person would be a part of IWM IT BU, managing Data and AI teams with focus on building a Data platform and designing and developing AI solutions for the IWM business. The roles and responsibilities are as follows: Data Platform Build a Data Platform that acts as a store for both Structured and Unstructured data in IWM Understand the scope of the Data platform and build an efficient way to ingest data that avoids redundancy. Integrate with a Data Virtualization layer such as ...

Around 8-12 years of experience as BA - Should have worked in Banking domain experience - Should have excellent understanding of banking software (retail banking, corporate banking, wealth management, payments, cards, loans, etc.) is desired - Having experience in banking software product company is preferred -Should be comfortable working with database, writing queries etc. -Good verbal and written communication skills is must -Should be team player

Project description The portfolio of projects is run by a talented team that works on mission-critical applications for top-level global financial institutions. The team provides wide range of services to end customers within Temenos space, including greenfield implementation, upgrades, delivering new features and running support services. The Team consists of experienced consultants and boasts an informal atmosphere based on collaboration and trust. Do not miss your chance to make early contribution to Luxoft Temenos practice development. Responsibilities Experience: 8+ years of total working experience with 5+ years of experience as a Business Analyst with a focus on securities and wealth ...

Position Purpose As a Middleware Engineer, you will be Working within a team of like-minded professionals to plan, deploy, and maintain critical business applications Responsibilities As a Middleware Engineer you will be in charge of the following activities : Provisioning of servers using Ansible / Terraform Deployment of applications using Ansible Implementation of Monitoring Documentation Troubleshooting Technical & Behavioral Competencies Qualification & Experience: Bachelors Degree in computer science or computer engineering At least 5+ years of experience in IT landscape At least 3+ years of hands-on experience with WebSphere/Tomcat /Apache At least 1+ years of experience with Kubernet...

Position Purpose The opening is for an AAA & Actuate developer who is able to design and give new solution for the upcoming changes to the existing as well as new assets/applications within the Services division. This role is technology oriented, which includes defining development methodologies, hands on development for new projects/evolutions, production L3 (Developer level) support, providing technical solutions and performing POC for new relevant frameworks available in market. Knowledge and experience in the Wealth Management (Private Banking) domain is a good to have. (Portfolio Analysis, Order Management and Advisory functions). Responsibilities Perform AAA Front end (GUI) development...

Position Purpose We are looking for a permanent staff, based in Mumbai, India to support AML process leader (COO TOP) objectives and support AML TM monitoring & project initiatives for various compliance domains within BNP Paribas Group (i.e. Securities Service, CIB, Correspondent Banking, Wealth Management, etc.). The individual will also act as project coordinators between IT, Central, Regional & country compliance. Other Responsibilities Support in preparing, distributing KPI, reports, dashboards and process metrics Responsibilities Direct Responsibilities Support AML transaction monitoring fine tuning activities, review existing AML & TM Thresholds as assigned propose enhancements/altera...

Hiring QA Wealth Management | Andheri (WFO). 5+ yrs QA exp in Wealth/Asset Mgmt platforms. Strong testing on Equity, MF, Bonds, Portfolio, NAV, Transactions. BFSI mandatory. Immediate joiners only.

As Priority Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. Required Candidate profile Minimum 5yrs experience in retail branch banking or in wealth.

Role Overview: As a Sales & Business Development Executive you will be responsible for acquiring and managing High Net Worth Individual (HNI) and corporate clients for investment and wealth management products. The role involves proactive client acquisition through cold calling, field visits, and relationship management, with a focus on delivering customized investment solutions and driving business growth. Key Responsibilities Role & responsibilities: Identify and acquire new clients through lead generation, networking, and field sales activities. Present and promote Jones Asset Managements wealth and logistic investment products to HNI clients . Conduct client meetings , portfolio discussi...

Job Responsibilities Meet and build long-term relationships with HNI clients to understand their goals and financial priorities Develop customized financial plans covering investments, insurance, taxation, and retirement strategies Review and refine client portfolios to align with changing goals or market conditions Present financial concepts clearly, helping clients make confident and informed decisions Stay updated with market trends, financial products, and compliance regulations Collaborate with the internal team to ensure an exceptional client experience Requirements 1. Certified Financial Planner (CFP) certification (mandatory or currently pursuing). 2. Minimum 1 year of experience in ...