13138 Wealth Management Jobs - Page 27

You are an analytical professional passionate about delivering ficial insights and strategic support. You have found the right team. As a member of the Global Private Bank Regional Fice team within Asset and Wealth Management, you will provide ficial, analytical, and reporting services, including budgeting, forecasting, business promoter analysis, expense management, regulatory reporting, and strategic planning. You will collaborate closely with Global Private Bank Regional Chief Ficial Officer teams, support the Global Private Bank Chief Ficial Officer, and partner with the Asset Wealth Management Chief Ficial Officer/Planning & Analysis team and Asset and Wealth Management Strategy group t...

Proficient in leveraging technology to enhance business processes and drive organizational transformation Solid understanding of technology trends and their implications for financial services sector clients Capable of developing strategic technology roadmaps to align with overall business objectives Experience in conducting comprehensive assessments of existing systems and recommending improvements Adept at collaborating with cross-functional teams to implement innovative technology solutions Qualification Bachelor of Technology in Computer Science Experience Backend Development (3+ years) What we offer Fuelled by the brilliance of our people, EY has emerged as the strongest brand and the m...

Designation: Sr. Wealth Manager Job Location:- Nashik /Pune Required :- Only Male candidate Job Summary: We are seeking a highly skilled and experienced passionate Sr. Wealth Manager to join our team. The ideal candidate will have a deep understanding of wealth management, exceptional interpersonal skills, and a proven track record of managing and growing client relationships. This role involves working closely with clients to understand their financial needs, providing tailored investment solutions, and ensuring the highest level of client satisfaction Key Responsibilities: Manage distribution Sales for location and handle top key relationships for product focusing AIF, PMS, Mutual Funds Ma...

Role Description As a Strategic Development Analyst supporting the Business Supervisory Office (BSO), you will assist the BSO in ensuring the US Private Banking Business is compliant with local rules and regulations in transacting business for its clients. The Strategic Development Analyst will also assist in ensuring that all business transacted for the clients are in their best interest (i. e. compliance with the Regulation Best Interest) and in line with their Suitability and risk profiles. This will require the analyst to review and provide disposition for daily trade alerts generated via the Surveillance systems implemented. Further, the analyst will also be required to analyze trade re...

In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and analyze complex investment data, synthesize insights, and communicate findings will be critical to the success of the team and the clients we serve. This is a challenging and rewarding opportunity for a highly motivated individual with a passion for investments, strong analytical skills, and a desire to work in a dynamic, collaborative team environment. We will count on you for: Developing asset allocation solutions for institutional clients based on the Investment Policy Statement while incorporating the asset class...

Key Responsibilities Identify, acquire, and onboard new HNI clients for wealth management and capital market products. Understand client financial needs and recommend suitable investment solutions. Build strong relationships with prospective clients through regular meetings, presentations, and follow-ups. Achieve monthly and quarterly acquisition targets while maintaining high service standards. Conduct market research to identify potential leads and industry trends. Collaborate with internal teams (Advisory, Operations, Compliance) to ensure smooth client onboarding and service delivery. Maintain updated records of leads, interactions, and conversions in CRM systems. Represent the organizat...

The Impact you will have in this role: The Lead Scrum Master is a key member of a development squad with a well-defined software development life cycle process. The Lead Scrum Master applies a broad technical knowledge of the Agile methodology to manage the scrum process with geographically dispersed teams to deliver exceptional standards in product quality and timely, predictable delivery of projects. The Lead Scrum Master oversees cross functional coordination and communication, requirements traceability, release management, test case management, and defect tracking concerns to keep delivery on track. The IT FinSight Delivery department supports the development & testing needs of multiple ...

We are seeking a highly motivated and experienced Investment Banking Deal Maker to join our dynamic team. As an Investment Banking Deal Maker, you will play a crucial role in identifying and executing investment opportunities for our clients. Your exceptional financial acumen, strategic thinking, and strong negotiation skills will be instrumental in driving successful deals and maximizing our clients' returns. As an Investment Banking Deal Maker, you will be responsible for conducting in-depth market research, performing financial analyses, and developing investment strategies. You will collaborate closely with clients, legal teams, and other stakeholders to structure and negotiate complex t...

Responsibilities: Mutual funds advisory (sales) to HNIs Prospect for new sales leads and close sales Qualifications: 1-7 years work experience with Mutual Funds and PMS Compensation offered: 25,000 - 40,000 in-hand Location - Sector 3 Noida Travel allowance Mobile bill reimbursements Leave encashment Performance bonus Sales incentives Accidental insurance Health insurance

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...

Warm Greetings from SP Staffing!! Role :Business Analyst Experience Required :5 to 8 yrs Work Location :Bangalore/Dehi/Pune/Hyderabad Responsibilities: Deep domain expertise in Payments or Mortgages or Wealth Management Interested candidates can send resumes to nandhini.spstaffing@gmail.com

Industry : Finance, Multi Family office, Investments, wealth management About Valtrust Capital www.valtrustcapital.com Valtrust is a boutique and fast-growing multi-family office, founded and led by seasoned investors. We invest in opportunities in India as well as outside India. We have offices in Delhi and Chennai. We also have associate offices/partners in London and Dubai. Position: Operations Head Location: Delhi / Chennai CTC: TBD About the Role We are seeking an experienced Operations Manager to lead, streamline, and automate our mutual fund and alternates distribution operations. The ideal candidate will oversee and create all back-office and client-servicing processes, drive automat...

Hiring || RM- Mutual Funds Sales - Banca channel ON Role Minimum 1 Year Mutual Funds Sales Experience required. Roles and Responsibilities :- To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients To generate fresh leads and acquire clients through reference to shore up the clientele To achieve sales and revenue targets spread across product mix Desired Candidate Profile To achieve the business targets assigned in terms of up selling Mutual Fund Products enhancing and upgrading the Client Net worth relationships More Information Contac HR. UTTAM - 9949101406 Call / WhatsApp. your resume Share updated resume:- uttam@avaniconsulting.com No charges.

Greetings from avani Consultancy ! We are hiring for top AMC. Role & responsibilities CEC - customer engagement Channel - Relationship Manager (B2C) Responsibilities:- • To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Achieving the business targets assigned in terms of up selling AMC Products, enhancing and upgrading the Client Net worth relationships. • Profiling customers and provide financial products to meet customer needs • Ensuring the highest levels of service to the client /HNI customers • Providing Investment planning and advice • Achieving sales and revenue targets spread across prod...

Overview MSCI Global Index Client Service is the primary point of contact for clients and users of MSCI Index products and serves as the key link to MSCI's Global Research and Index operations. The team members are responsible for directly responding to a wide variety of methodology, usage, interpretational and technical questions on MSCI benchmark products. The MSCI Index Client Service team is composed of experienced financial professionals that provide first tier support for our institutional, dominantly financial institutional clients around the world. Globally the Index Client Service group is present in the following locations: San Francisco, Monterrey, New York, London, Budapest, Mumb...

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...

We are seeking a dynamic and result-oriented Branch Manager to lead our branch. The walk in drive will be conducted on 26th December 2025 between 10 AM to 12 PM. Kindly note that this drive is specifically for Branch Manager role where the ideal candidate should have at least 10 years of banking experience. Interview Location: HDFC Bank Ltd, No.20/6 To 20/9, Toovipuram I Street, Tuticorin Point Of Contact: Mr. Mariraja (Cluster Head) Job Location: Tuticorin IMMEDIATE JOINERS WILL BE PREFERRED Role: Branch Manager Experience: Minimum 10 years in Banking Industry Responsibilities: Business and Sales Performance and achieving business targets Operational Excellence Customer Service and Complain...

The Relationship Manager-Wealth is the ultimate face of the business as (S)he is going to be the final point of contact with the client (S)He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services (S)He would 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 PRE-REQUISITES : Relationship Managers with prior experience of working in a Broking/Private bank/wealth management set up Handle and manage clients with a minimum investment amount of Rs 25 Lakhs and above Experience of adv...

Area Sales Manager is responsible for achieving sales targets in a specific geographic area by managing a team and driving sales of LAP products . They develop sales strategies, monitor team performance, and foster a positive work environment. Interested one's can reach Sunil: +919845056185 Role: Develop and implement strategic sales plans Manage and motivate a sales team Monitor team performance and provide guidance Manage the LAP loan process Cross-sell and upsell other products

Job Purpose :- The role would require to cater to investment needs of mass affluent clients. To meet desired revenue, client acquisition and AUM targets. To ensure all processes are followed keeping in mind the ethos of the organization. Key Deliverables 1. Cater to investment needs of mass affluent clients by recommending products like MF, PMS, AIF, PE, SP, Unlisted Shares, Bonds, Direct Equity and Equity Advisory Products 2. Meet the required AUM, investor acquisition and AUM targets for given area. 3. Ensure the timely delivery of customized wealth advise to HNI customers 4. Periodic review of clients portfolio to ensure that they are in line with clients investment objectives 5. Joint ca...

In this role, you would be responsible for Managing business through Different Channel & increase AUM.

In this role, you would be responsible for Acquiring , managing and nurturing new as well as existing client relationships. The focus will be on business sourcing through the existing book, client referrals, Open Market and all channels .

Wealth Relationship Manager (WRM) focuses on client acquisition, asset gathering (MFs, PMS, AIFs, FDs), and growing AUM/SIPs by meeting clients, understanding needs, offering investment solutions (equity, derivatives, MFs, PMS), and ensuring high service, requiring skills like communication, relationship building, and a mandatory NISM certification (like Series 5) for driving revenue targets and client wealth creation. Key Responsibilities Client Acquisition & Growth: Acquire new clients and reactivate inactive ones; achieve targets for new client activation and assets. Asset Gathering: Collect assets for various products like Mutual Funds (MFs), Portfolio Management Services (PMS), Alternat...

Responsibilities: * Manage HNIs and professionals wealth through private banking & mutual funds * Collaborate with cross-functional teams on client needs analysis * Ensure compliance with regulatory standards at all times

Job Responsibilities Responsible for gathering assets for investment products such as mutual funds, PMS, AIF, Corporate FD, Investiger, SGB, Insurance and other products launched from time to time. Would be responsible for achieving Net Equalized Assets collected (LS) targets for mapped book. Create an incremental SIP Book Will be responsible for achieving New Business development targets by reactivating / activating new clients. Ensure all clients are met on a regular basis. Ensure connect with all mapped Asset clients of the branch and increase the AUM, SIP Flow & Revenue from the mapped book. Contributing Responsibilities To acquire new clients and activate them with asset collection. Ens...