10351 Wealth Management Jobs - Page 31

• Developing Ultra-High Net Worth Individual (UHNI) customer base & building long- term relationships • Promoting a range of wealth products and services Share your CV with CTC & Current Investment AUM @ anjali@emeraldmanagementservices.com

Position Purpose The position of Associate, Senior Associate is to Ensure the financial reporting to Head Office Accounting production and statutory accounts- understanding Contribute to the documentation and automation of the processes. Responsibilities Preparation of the financial reporting sent monthly to the Head Office: P&L, balance sheet, off balance sheet, annexes, tax book, regulatory reporting schedules. Prepare ad hoc Financial Reporting for Head office upon request. Follow controls and analysis as defined by the BNP Paribas Standard Accounting Control Plan. Perform inter-company transactions reconciliation and solve Interco breaks. Ensure the good coordination with the Regional Fi...

Position Overview: We are seeking a skilled and client-focused Certified Financial Planner (CFP) (or AFP) to join our financial planning team. The ideal candidate will possess strong technical expertise in financial advisory, wealth management, and tax-efficient planning, combined with the ability to deliver personalised financial strategies for clients. This role involves comprehensive client financial analysis, portfolio planning, and development of holistic solutions covering investments, tax, retirement, and estate planning. Key Responsibilities: Develop tailored financial plans for clients, aligning investment, tax, and estate objectives with long-term goals Conduct in-depth reviews of ...

What will you do? Your role is to make investors feel comfortable while addressing their queries and explaining the platform. You will provide clarity on the structure of different assets, handle inbound queries primarily via calls, and share actionable insights with the Product and Marketing teams. You can apply if: 1. Good communication skills 2. Clarity of speech and thought 3. The desire to help customers with their problems 4. You have basic financial knowledge

As an Investor Relations Associate-AIF at Getfive Assets Advisors Pvt Ltd. (GAAPL), your role will involve establishing and maintaining relationships with wealth management firms, intermediaries, Ultra HNI, HNI, family offices, and corporate offices for investment in the fund. You will be responsible for presenting reports to investors, ensuring timely closure of the fund, communicating with investors for subscriptions and redemptions, and participating in roadshows, webinars, and client events to enhance brand visibility and investor interest. Additionally, you may be required to handle any related ancillary work. Key Responsibilities: - Establish and maintain relationships with wealth mana...

As an Assistant Manager - US Retirement Benefits in Bangalore, you will be responsible for leading and managing the day-to-day operations of US Retirement & Benefits processes, including 401(k), pension, IRA, annuities, etc. Your primary focus will be ensuring compliance with ERISA, IRS, and DOL regulations for US benefits administration. You will handle escalations, complex cases, and communication on retirement and benefits issues, while also driving process improvements, automation, and quality initiatives. Your role will require a total of 8-12 years of experience, with at least 3-5 years specifically in managing US retirement or benefits operations. A strong understanding of 401(k), def...

As a Premier Relationship Banker at HSBC within the International Wealth and Premier Banking team, your role will involve managing, acquiring, growing, and deepening relationships with Premier customers through effective relationship management. You will be responsible for driving revenue and AUM growth expectations by providing holistic financial planning services. Additionally, you will need to ensure a high level of sales and services of HSBC retail products based on needs-based selling. Your key responsibilities will include referring mortgage business to the Mortgage Arranger, promoting best practices in wealth sales, and ensuring compliance with all products and sales policies and guid...

In this role, you will be responsible for sourcing start-ups for fundraising using social media or through networking opportunities. You will also undertake research on companies for Potential M&A opportunities. Your tasks will include reaching out to the founders to check the funding or M&A requirements, scheduling meetings with the founders for screening the company's products/services, business model, and traction, and arranging meetings with the Investors and following up until a decision is given. Additionally, you will be expected to maintain & update reports in a time-bound manner. About the company: Armefin is a financial services company providing wealth management solutions for Ind...

As a PBE-Onboarding Business Partner at our company, you will play a crucial role in the Private Banking division by serving as the primary contact for new client onboarding. Your responsibilities will include ensuring the completeness, accuracy, and compliance of all client submissions for account openings with regulatory standards. You will collaborate with various stakeholders across Front Office, Operations, Risk, and Compliance to facilitate a seamless and efficient client onboarding process. Key Responsibilities: - Coach stakeholders on documentation standards and resolve onboarding-related issues - Ensure compliance with Client Due Diligence, KYC, AML, and Financial Crime policies - C...

Role Overview: As a Relationship Manager at our growing Insurance Marketing Firm (IMF), your main responsibility will be to acquire and manage clients for insurance, mutual funds, and other financial products. You will need to understand client needs and provide suitable financial solutions to meet their requirements. Building and maintaining long-term relationships with clients to increase retention and wallet share will be crucial. Additionally, you will conduct financial planning sessions, meet sales targets, and provide after-sales support and ongoing financial guidance. Key Responsibilities: - Acquire and manage clients for insurance, mutual funds, and financial products - Understand cl...

Role Overview: You will be responsible for managing Key Clients - HNIs and Ultra HNIs, providing expert relationship management experience. In liaison with the Corporate and Institutional Banking team, you will drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promoters/ Directors/ CFOs/ Corporate Treasuries Wealth. Anticipating shifting customer expectations, you will take appropriate measures to ensure Yes Bank stays ahead of competitors. You will need to maintain a strong working knowledge of client portfolios/products to gain business wallet share from HNI and Ultra HNI clients. Regular engagement with mapped relationships, maintaining portfolio qua...

As a leading CA firm specializing in taxation, wealth management, and financial services, Aman Satish and Company is offering practical training opportunities for aspiring CAs like yourself to gain hands-on experience and develop skills in a professional environment. **Key Responsibilities:** - Support stock market analysis, wealth management, and financial planning activities. - Assist in taxation tasks such as filing returns and compliance. - Research and write content on finance and taxation topics. - Collaborate with the team to deliver client-focused solutions. **Qualifications Required:** - Currently pursuing CA. - Strong interest in taxation, finance, and wealth management. - Excellen...

Role Overview: Join our team in Strategy consulting for an exciting career opportunity to work on the CEO agenda of our most strategic clients across the globe. The Global Network (GN) Strategy Practice is a part of Accenture Strategy and focuses on the CEOs most strategic priorities, providing strategies at the intersection of business and technology, driving value and impact, shaping new businesses, and designing operating models for the future. As a Senior Manager, you will have the opportunity to advice and work with key global Capital Markets clients, driving end-to-end transformative strategic value and business growth. Key Responsibilities: - Analyze markets, consumers, economies, and...

Role Overview: As a Channel Sales Manager AIF at Equentis Wealth Advisory Ltd., your primary responsibility will be to source business through a network of Mutual Fund Distributors (MFDs), IFAs, and wealth managers. This role is ideal for professionals with a strong distribution network and the motivation to establish an AIF channel from scratch. Key Responsibilities: - Identify, onboard, and activate new channel partners such as MFDs, RIAs, and family offices - Generate AUM for AIF products by leveraging your distribution network - Engage with partners regularly through calls, meetings, webinars, and training sessions - Provide seamless transaction support and address partner queries effect...

As an Associate Financial Planner in the Financial Planning & Advisory department, you will be responsible for supporting the financial planning team in preparing, analyzing, and presenting financial plans for clients. This role is perfect for individuals who are passionate about personal finance, wealth management, and client service, and aspire to advance into a full-fledged Financial Planner role. Key Responsibilities: - Assist in preparing comprehensive financial plans, covering areas such as retirement, investment, tax, and insurance planning. - Gather, review, and analyze client financial data, including income, expenses, assets, liabilities, and goals. - Conduct research on investment...

As an experienced and dynamic Sales Manager, your role will involve selling high-end villas priced at 4 crore and above. Your expertise in wealth management, luxury property sales, or financing large investments will be crucial. You should have a proven track record of catering to high-net-worth clients. - Drive the sales of premium villas, ensuring targets are consistently met or exceeded. - Build and nurture relationships with high-net-worth individuals (HNWIs) and investors. - Provide personalized solutions that align with the clients investment goals and luxury lifestyle aspirations. - Develop and implement effective sales strategies to tap into the ultra-luxury market. To excel in this ...

As a member of Morgan Stanley, you will be part of a team that is dedicated to maintaining first-class service and high standards of excellence that have been the hallmark of the company for over 89 years. Our core values, including putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back, shape our daily decisions to ensure the best outcomes for our clients, communities, and our workforce of over 80,000 employees spread across 1,200 offices in 42 countries. At Morgan Stanley, you will have the opportunity to collaborate with the best and brightest minds in the industry. You will work in an environment that is suppor...

As an Assistant Manager/Manager/Senior Manager/Associate Vice President in the Private Client Group (PCG) at Elara Securities in Ahmedabad & Surat, you will play a crucial role in managing and growing relationships with HNI/UHNI clients. Your responsibilities will include driving sales and business development through client acquisition and portfolio expansion. You will be expected to offer tailored investment and wealth management solutions across various asset classes, staying ahead of market trends to deliver superior client outcomes. Key Responsibilities: - Manage and grow relationships with HNI/UHNI clients. - Drive sales and business development through client acquisition and portfolio...

MBA/CA preferred with 5–15 yrs in wealth management Handling UHNI/Family Office clients & 150Cr+ AUM across MF, PMS, AIF, Bonds & PE. Along with strong network; expert in client acquisition, advisory, portfolio management & wealth growth.

Job Description : Responsible for gathering assets for investment productssuch 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.

deVere is a sustainable, rewarding, and award-winning company that strives to make a difference in our clients lives and financial well-being. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements, and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations. Our culture is built on hard work and supporting our people to succeed ...

Maintain relationships with existing clients Acquire new clients Skills Strong knowledge of stock market, trading, and investment products Experience: 1 to 3 years+ in stock broking / financial sales Salary As per industry standards + Incentives Accessible workspace Travel allowance Sales incentives Annual bonus Performance bonus Referral bonus Mobile bill reimbursements Provident fund Gratuity Job/soft skill training

Identify opportunities to expand the client base through referrals, networking, and prospecting to meet revenue targets. Conduct daily sales calling with the prospective new clients and identify their needs. Provide and develop solutions and suggest schemes to clients basis their requirements and goal. Achieve financial goals of the clients through various product lines like LI, MF, FI, GI and other liabilities products. Update and cross sell products and services to existing clients and update them about the primary and secondary market trends. Ensure that revenue for the total review period meets the target revenue targets basis the vintage and the guidelines and compliances at MFL. Build ...

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 Required Candidate profile Candidate should have exp handling HNI and UHNI Clients Exp - 3 to 7 years Salary 06 to 15LPA Qualification - Post Graduate location - Mumbai and Coimbatore Week off - Sunday

Role & Responsibilities:- - Managing the banking and investments relationship and responsible for overall growth of Liabilities & Investment business from branch/retail customers. - Develop, manage, and expand customer relationships by providing service level which exceeds client expectations of most important customer segment. Identify current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet - Generating Incremental Business. - Sales targets spread across liabilities, retail assets, business banking, forex, cards, investments etc. - Increase CASA balance in allocated portfolio either through Deepening or Acquisition. ...