7634 Wealth Management Jobs - Page 3

Job Title: Principal Software Engineer Job Code: 11265 Country: IN City: Mumbai Skill Category: IT\Technology Description: Nomura Services, India supports the group s global businesses. With worldclass capabilities in trading support, research, information technology, financial control, operations, risk management and legal support, the firm plays a key role in facilitating the group s global operations. Position Specifications: Corporate Title Vice President Functional Title Sr Principal Developer Experience 1418 years Qualification B.E/B.Tech/MCA/M.Tech Role & Responsibilities: Ultimate Market Data (UMD) systems are mission critical systems that source and feed ultralow latency global mark...

Our client is an international financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Actively seeking an experienced individual to be part of their Treasury team to Head Balance Sheet Analytics. Please email your cv directly in word format to Please note that due to the high number of applications only shortlisted candidates will be contacted. If you do not hear from us in the next 5 business days, we regret to inform you that your application for this position was unsuccessful. Key responsibilities Build and lead high-performing teams. Lead end-to-end ...

You re ready to gain the skills and experience needed to grow within your role and advance your career and we have the perfect software engineering opportunity for you. As a Software Engineer III at JPMorgan Chase within the Consumer and Community Banking - Wealth Management, you will be a seasoned member of an agile team, tasked with designing and delivering trusted, market-leading technology products in a secure, stable, and scalable manner. You will be responsible for implementing critical technology solutions across multiple technical areas, supporting various business functions to achieve the firms business objectives. Job responsibilities Executes software solutions, design, developmen...

You re ready to gain the skills and experience needed to grow within your role and advance your career and we have the perfect software engineering opportunity for you. As a Software Engineer II at JPMorganChase within the Asset and Wealth Management Technology, you are part of an agile team that works to enhance, design, and deliver the software components of the firm s state-of-the-art technology products in a secure, stable, and scalable way. As an emerging member of a software engineering team, you execute software solutions through the design, development, and technical troubleshooting of multiple components within a technical product, application, or system, while gaining the skills an...

Join our dynamic team as a Goals-based Planning Associate, where youll leverage J.P. Morgans cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If youre passionate about financial planning and eager to make a meaningful impact, we want to hear from you! As an Associate in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to ma...

Elevate your expertise and lead our intelligent automation initiatives to shape the future of operational efficiencies. Coach and mentor team members, collaborate with stakeholders, build and deliver training on workflow automation, and revolutionize while streamlining the firm s processes. As an Operations Automation Senior Associate in Wealth Management Operations, you will be part of the team responsible changing the way we do business through the implementation of intelligent automation solutions. Conduct independent intelligent automation and business analysis to gather requirements from the Operational Function to translate process improvements and solutions for operations efficiencies...

10+ years IT experience with 5+ years experience in the financial industry, preferably in the custody or back-office administration for the funds management industry Strong skills with facilitating workshops across broad stakeholder groups, e.g. external clients, internal business / operations teams and technology teams, both locally and globally located. Confident with solution presentation to different audience groups and forums, e.g. external clients, internal operation teams and IT teams. Hands-on solution and technical design experience with financial system integrations and straight-through processing. Experienced Visio user. Past experience designing solution in areas such as fund adm...

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 & 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 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 potentia...

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 & 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 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 potentia...

The Product Owner is a crucial role on an application development team helping to transform a high-level vision into detailed functional requirements, create product user stories, and accept the completed deliver within a given iteration. That person is the primary contact responsible for ensuring the development team works on the tasks intended to address specific product scope and capabilities. About the Role: We are seeking an experienced Product Owner with a strong background in Financial Services to lead the development and delivery of innovative solutions that align with our business goals. As a Product Owner, you will serve as the bridge between stakeholders and cross-functional agile...

Software Developer C++ Job Locations IN-Bangalore | IN-Pune Requisition ID 2024-12482 Category (Portal Searching) Information Technology Position Type (Portal Searching) Experienced Professional Overview Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, we re a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and services to all types of investors. At StoneX, we offer you the opportunity to be part of an institutional-grade financial services network that ...

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients About the Role The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to ...

Learn and develop deep understanding about the overall platform / application. Provides strong technical supervision to the team in all assigned tasks. Provides input and review all design related decisions Enforces Code Quality Checks and Control. Establishes project schedules, assign tasks, monitors progress against schedules, and conduct technical reviews of assigned projects. Ensures that the organization standards are followed during various phases of software development lifecycle also ensuring the deliveries are of the expected quality. Study and develop good understanding of the Functional aspects of the application Learn and understands technical and functional architecture and guid...

Responsibilities Direct Responsibilities 1.Requirement Capture Attend client and vendor workshops to understand project drivers and requirements in detail. Work with project managers, business analysts, Product and Operation team SMEs and local IT team to determine the business requirements and non-functional requirements. Work with global IT teams on requirements related to global system utilization or extension. 2.Solution Architecture Design Steer the solution to follow BNPP standard operating models and controls Explore and articulate how the proposed solution will operate end-to-end including: High level BNPP business processes Data exchange within internal systems and with external sys...

Learn and develop deep understanding about the overall platform / application. Provides strong technical supervision to the team in all assigned tasks. Provides input and review all design related decisions Enforces Code Quality Checks and Control. Establishes project schedules, assign tasks, monitors progress against schedules, and conduct technical reviews of assigned projects. Ensures that the organization standards are followed during various phases of software development lifecycle also ensuring the deliveries are of the expected quality. Study and develop good understanding of the Functional aspects of the application Learn and understands technical and functional architecture and guid...

Role & responsibilities The main responsibility consists of achieving Business targets set, which includes-broking revenue along with cross-selling, third party products & in house products launched by Sharekhan time to time, servicing to existing/ new acquired clients of Sharekhan One segment. Also generate advisory & operational issues & give timely solutions which will play a differentiator for this segment. To Gaurentee: To achieve revenue target through broking & cross selling products launched by Sharekhan. Generate interest income. Understanding of clients profile & suggesting Portfolio/Asset allocation. Brokerage revenue/ Asset gathering/ interest income as per target set for Sharekh...

Position Purpose We are looking for a scrum master to join our client experience division. As a key member of the division, he/she will support agile squads to deliver product increments & release goals meeting vision & planning of product owner and ensure compliance to WMIS governance. Responsibilities Direct Responsibilities Implement and enforce Scrum principles and practices, facilitate continuous improvement, and identify and remove team impediments. Work closely with the scrum team to deliver the project deliverables, prioritization, estimations and planning Project management and release planning proficiency. Ensure the scrum teams adherence to delivery schedule and estimates. Assess ...

Position Purpose Client On-Boarding teams goal, is to ensure a global and consistent first service is rendered to the clients. Ensure practices are adhered to banks standard procedures and guidelines with an emphasis in the area of compliance. Keeping abreast with the changes in regulations (site, regional, global, HO), assess its impact. Responsibilities Direct Responsibilities Work closely with internal customers to provide support to on-boarding of clients to the Bank. Maintain sound work processes and integrity of client data. Maintain workflows in accordance with site specific (SG/HK) requirements and ensure they are understood. Controls are in place with regards to safe custody of acco...

Designation : RELATIONSHIP MANAGER Experience : 3 YEARS + CTC Minimum 3lpa Qualification/s : Graduate in commerce / PG / MBA Location : ALLAHABAD / LUCKNOW/ VARANASI/ DEHRADUN/ SAHARANPUR Would be responsible for acquisition and servicing of clients Regular client meetings Servicing the clients via wide range of financial services & products we have in our kitty Revenue Generation Individual should have the keenness to learn and grow in one of the most dynamic and fastest growing industry. Would be responsible for acquisition and servicing of the clients with the wide range of services we have to offer

Develop and manage a portfolio of high-net-worth clients, providing comprehensive financial planning and investment advisory services and Understand client goals and risk profiles to recommend suitable investment products and strategies.

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...

Represent SFSL, its values and vision to all prospective customers and present our services Acquire new customers for SFSL, and take accountability in handling their investment portfolios including Lockers and Deposits Meeting Productivity targets as assigned by the Organization on month on month basis. Cross-Sell and Up-Sell to existing clients Ensure that a comprehensive financial need analysis of customers is done & provide the right investment solution based on the analysis. Ensure that MIS/ Reporting Formats are maintained/ Updated on regular basis. Maintain customer relations & ensure post sale needs of customers are met. Ensure strict adherence to policies and procedures. Organize mar...

Position Purpose Securities Masterfile ?SMF? team is responsible for Asset Setup, Maintenance and Pricing of securities held in the Wealth Management Asia Portfolio. Responsibilities Direct contribution to BNPP operational permanent control framework Comply with regulatory requirements and internal guidelines Contribute to the reporting of all incidents according to the Incident Management System Ensure completeness and integrity of information from market data providers (Bloomberg, Telekurs, fund houses etc) to prepare for securities set up. Create and update securities into the Securities Masterfile application, as well as perform checks to ensure input accuracy and completion timeliness. ...

Dear Candidates, IndusInd Bank is hiring for Regional Investment Head - Pioneer Banking, Mumbai location. Job title: Regional Investment Head - Pioneer Location: Mumbai Reports to: Head Investments - Affluent Banking Role Details Managing Premier Banking segment from a product management, marketing and business development to ensure higher customer engagement and customer wallet penetration. Overall Job Description Working closely with Sr. Banking Partner/ Premier Banking Partner- Pioneer across Mumbai to construct and review portfolios under advisory mandate. Supporting RMs in activating clients under advisory services Maintaining client portfolios, conducting periodic reviews and recommend...

Company Profile: As part of the Equentis group, we have been at the forefront of the investment world, with a primary focus on the Indian equity markets since 2009. Over a decade later, were proud to have established Indias first online non-discretionary equity advisory company, offering tailored research reports. Regulated by SEBI, our passionate team of professionals brings deep expertise in financial markets, equity research, and technology. Location - Mumbai - Lower Parel/ Bangalore Position: PMS Sales Manager Broader Role / Responsibilities: Acquisition of Wealth Clients and PMS Sales: 1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leads of Affluent & Super ...