7634 Wealth Management Jobs - Page 35

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client st...

Assistant Manager - PMS Operations is responsible for managing and streamlining operational processes in the Portfolio Management Services domain. This role ensures compliance, efficient handling of client accounts, and coordination between internal and external stakeholders for seamless service delivery. Key Responsibilities 1. Operational Management Manage day-to-day operations related to Portfolio Management Services, including account opening, transaction processing, and reporting. Oversee reconciliation of portfolio transactions, ensuring accuracy and compliance with regulatory requirements. Monitor cash flows, fund transfers, and portfolio performance metrics for client accounts. 2. Cl...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Responsibilities: Cultivate and maintain strong, long-term relationships with HNI clients, becoming their trusted advisor on all financial matters. Provide comprehensive wealth management services, encompassing a broad range of financial products and strategies, including: o Direct equitieso Portfolio Management Services (PMS) o Alternative Investment Funds (AIFs) o Mutual fundso Structured productso Arbitrage opportunities o Private credito Insuranceo Alternative investmentso Legacy planningo International investingo Tax minimization strategies Stay abreast of domestic and global macroeconomic developments and their potential impact on client portfolios. Proactively identify and address cli...

Greeting from HDFC Bank!! We have urgent opportunity of Preferred & Imperia Relationship Manager base across Hyderabad. Job Locations: Across Hyderabad Note: Candidates having 6+ years experience in Banking and Wealth Management need to apply. Job Name - Preferred & Imperia Relationship Manager-RBB Job Purpose Responsible for including HNI customers into the Imperia/ Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs ,retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Preferred/ Imperia rela...

The purpose of this job is: To execute sales operations through the connectors/open-market channel in line with branch plan and objectives by interfacing with partners and end customers to achieve targets. This role drives and executes cross-selling of ABC products/solutions as per branch level objectives and ensures to build compliant and efficient sales operations and healthy product portfolio. Products - HL, LAP is mandatory along with cross-selling of multiple products (PL, BL, HI, LI). The Sales Manager (Connectors and open market source) ABCDL is responsible for: Achieving sales targets through the Connectors and open market source in terms of targeted book size, growth & customer serv...

Role Overview: As a Wealth Manager at FINVESTMENTS located in Noida, your primary responsibility will be to manage client portfolios, provide investment and insurance advisory, and ensure clients achieve their financial goals. This role involves investment advisory, financial analysis, client relationship management, and business development. To excel in this role, you should possess strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities: - Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. - Construct and manage diversified portfolios aligned with client objectives. - Mo...

As a Sales Intern at Mnivesh, you will be a part of the Mutual Fund Department, where you will gain hands-on experience in client acquisition, relationship management, and investment advisory support. Your role will involve the following key responsibilities: - Assist the sales team in promoting and distributing mutual fund products to potential clients. - Identify and reach out to prospective investors through calls, meetings, and digital platforms. - Educate clients on mutual fund schemes, investment benefits, and suitability as per financial goals. - Maintain and update client databases, sales records, and MIS reports. - Support in organizing client meetings, webinars, and financial liter...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help customers realize their dreams and ambitions across 600 branches. As a market leader in consumer banking, DBS offers a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards, and personal loans to support customers at every life stage. **Key Responsibilities:** - Acquire and upgrade quality Treasures clients in the branch locations - Engage with existing customers to deepen wallet share through retention and growth of Total Relationship Value (TRV) - Achieve annual volume and revenue objectives - Ensure growth in Savings Book and loan book - Implement p...

As a Marketing Executive at United Overseas Bank Limited (UOB), your role involves marketing and promoting a wide range of banking products and services, such as Unit Trust, Insurance, and Deposits to both existing and potential customers. You will engage in cross-selling other banking products based on customer needs and focus on managing and developing long-term relationships with customers while providing after-sales services. It is crucial to adhere to company policies, regulatory risk, and compliance standards. Upon joining, you will be required to obtain recognized industry qualifications like FIMM, PCE, CEILI, and IPPC. Your qualifications should include having obtained a Diploma or B...

*Developed new and Existing High Net worth (HNI) Customer relationships for priority business. *Generate business actions across liabilities, assets, and fee products. *Implement a sales plan to acquire new HNI clients and increase the customer base. Required Candidate profile *Strong expertise in portfolio handling of big HNI customers. *Aptitude to deliver high-quality customer service using organizational/interpersonal skills. *NISM/IRDA/AMFI can be strongly preferred.

You’ll be responsible for driving AIF & PMS business through Banks , National distributors, IFAs& direct sales efforts.

Role & responsibilities: Role Overview: We are looking for a dynamic and goal-oriented Wealth Manager to join our sales team. The ideal candidate will be responsible for client acquisition and building a portfolio with an Assets Under Management (AUM) target of 1 Crores in the first 3 months. This is a sales-focused role requiring strong interpersonal skills, financial product knowledge, and the ability to build trust-based relationships with clients. Key Responsibilities Acquire new high-net-worth (HNI) and mass affluent clients for investment and wealth management services. Drive AUM growth by identifying client needs and offering tailored solutions. Meet and exceed sales targets minimum 1...

Job Description 1. To identify and acquire the customers 2. Maintaining the relationship with the customers. 3. Retention of customers 4. To cross-sell the investment party products 5. To ensure to reach the revenue target. Acquiring new and prospective customers Understanding the requirements of the prospect. Providing clients with advices that helps them to sort out their problems in investment. Ensuring future business from those prospective customers in the long run. 1. Generate revenues and AUM for the company as per the expectation 2. Give high priority service to the customers as per the company processes 3. Advise clients on a range of products viz. Equity, Mutual Funds, PMS in stock...

Analyst, Asset Management What this job involves: The Analyst will work in collaboration with Asset Managers to implement value-added strategies for JLL Real Estate Capital, LLC (JLL REC) multifamily and commercial properties while maintaining the core ethical values of JLL REC. The Analyst must demonstrate attention to detail, organization, analytical orientation, leadership, and possess the initiative to work in an independent and reliable manner. The Analyst will be relied upon by the team to analyze the financial performance of the JLL REC portfolio and provide thoughtful analysis which will be heavily utilized for JLL RECs overall risk assessment. Building positive and professional rapp...

We are seeking a reliable and detail-oriented Janitor to maintain the cleanliness and organization of our facility. The ideal candidate will ensure all areas are tidy, sanitary, and well-maintained. *Key Responsibilities:* 1. Clean and maintain floors, walls, and surfaces 2. Empty trash and recyclables 3. Restock supplies (paper products, soap, etc.) 4. Clean restrooms and kitchens 5. Perform minor repairs and maintenance tasks 6. Ensure compliance with safety and health regulations

We are seeking a reliable and detail-oriented Janitor to maintain the cleanliness and organization of our facility. The ideal candidate will ensure all areas are tidy, sanitary, and well-maintained. *Key Responsibilities:* 1. Clean and maintain floors, walls, and surfaces 2. Empty trash and recyclables 3. Restock supplies (paper products, soap, etc.) 4. Clean restrooms and kitchens 5. Perform minor repairs and maintenance tasks 6. Ensure compliance with safety and health regulations

What this job involves: Greasing the wheels of day-to-day operations You will be involved in the overall upkeep of plant and facilities equipment to ensure smooth daily operations. To do this, youll need to regularly inspect all equipment rooms and other facilities, and take note of any problems using the predefined checklists. Also part of your responsibilities is to walk the duty technicians through weekend work plans, and give out technical recommendations, as needed. Being the front line for maintenance needs Our clients will come to you for equipment fixes, so youll be expected to be skilled in carrying out repairs. At the same time, you should always be ready to get hold of vendors to ...

What this job involves: Greasing the wheels of day-to-day operations You will be involved in the overall upkeep of plant and facilities equipment to ensure smooth daily operations. To do this, youll need to regularly inspect all equipment rooms and other facilities, and take note of any problems using the predefined checklists. Also part of your responsibilities is to walk the duty technicians through weekend work plans, and give out technical recommendations, as needed. Being the front line for maintenance needs Our clients will come to you for equipment fixes, so youll be expected to be skilled in carrying out repairs. At the same time, you should always be ready to get hold of vendors to ...

Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals: The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork: The candidate needs to work with account leads and local brokers to help our clients define space requirements, market benchmarking , identify suitable alternatives, recommend appropriate occupancy sol...

Overseeing portfolio strategies to identify potential risk and opportunities aligned with clients long- and short- term business goals: The position will be part of the team assisting real estate portfolio strategies of leading clients. The candidate will work with our clients as well as account leads to monitor and mitigate portfolio risk, enhance governance, provide consistency and efficiencies, while proactively building portfolio strategies to optimize portfolios and reduce costs Teamwork: The candidate needs to work with account leads and local brokers to help our clients define space requirements, market benchmarking , identify suitable alternatives, recommend appropriate occupancy sol...

Supervisor will ensure that daily cleaning of the following takes place: General All floor areas: Spot clean all marks, stains and spills Vinyl or Tiles: scrub or spray to remove scuff marks when necessary Clean and polish entrance doors and hardware - remove finger and/or scuff marks Clear all dustbins under each workstation Checks for the correct placement of all keyboards and chairs across each floor when not occupied Assist in material movement with additional cost/additional deployment with 48hrs notice.( additional Cost) Foyer/ Reception Area Floors (all stone, slate and ceramic floors to be washed with a neutral detergent) Reception desk and surfaces to be wiped / dusted thoroughly Wi...