10351 Wealth Management Jobs - Page 38

Step into the role of Senior analyst where you will work as part of a team accountable for providing world class client service to a diverse client base. The role holder will be responsible for supporting an Operational Function within the Banking & Payments Operations Centre of Excellence. You may be assessed on key critical skills relevant for success in role such as: Payment processing of operational tasks across the client portfolios. Accountable for the delivery of own work against measures in place to track quality, accuracy and risk. Validation and verification of work produced by others using quality assurance processes. Responsible for identifying and managing exceptions and non-sta...

Step into the role where you will process CDD for new clients and on-going KYC review for existing legal entities, branches and ensure that review is completed on a timely basis. You may be assessed on key critical skills relevant for success in role such as: The Candidate should have core CDD/KYC/AML Knowledge and its policies related to sanctions. Should have experience in KYC/TM/CDD process. Should have complete corporate client Onboarding and its review. Desirable skills sets: Any AML stream related experience, preferably CDD (Client Onboarding). Should have interacted with Front office and RM teams via Phone on a daily basis. Should be flexible for any shifts. Should have worked on all ...

Step into the role of Assistant Manager at Barclays, where you'll provide first-class support by conducting in-depth due diligence, ensuring compliance with regulatory requirements, and safeguarding our clients and organization with expertise and care. Key critical skills required for this role include: Settlements experience. Experience in equity funds & derivatives. Should have good communication skills. You may be assessed on key essential skills relevant to succeed in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital technology, as we'll as job-specific technical skills. This role is based out of Chennai. Purpose of the role To su...

Join us as a Risk Manager - VP at Barclays, where youll spearhead the evolution of our digital landscape, driving innovation and excellence. Youll harness cutting-edge technology to revolutionise our digital offerings, ensuring unparalleled customer experiences. As a part of the team, you will deliver technology stack, using strong analytical and problem solving skills to understand the business requirements and deliver quality solutions. Youll be working on complex technical problems that will involve detailed analytical skills and analysis. This will be done in conjunction with fellow engineers, business analysts and business stakeholders. To be successful as a Risk Manager - VP, you shoul...

Step into a role of a Senior Analyst, where youll play a pivotal role in shaping the future. Support various business areas with day-to-day initiatives including processing, reviewing, reconciling, Trade settlement, and issue resolution. You may be assessed on key critical skills relevant for success in role such as: Experience in Trade settlements & Reconciliations. Ability to identify errors, inconsistencies, and process gaps. Strong problem-solving skills to assess risk factors and remediation effectiveness. Excellent verbal and written communication skills to provide clear feedback and guidance. Preferred experience into security operations(Trade settlements, Transfer Settlements, CA) De...

Step into the role of Assistant Manager at Barclays, where youll provide first-class support by conducting in-depth due diligence, ensuring compliance with regulatory requirements, and safeguarding our clients and organization with expertise and care. You may be assessed on key critical skills relevant for success in role such as: Manage end-to-end processing of bereavement cases within agreed timelines and service standards. Review and validate documentation for accuracy and completeness. Process account closures, fund transfers and related updates in line with policy and regulatory requirements. Ensure adherence to compliance, audit, and control requirements at all stages. Contribute to co...

Step into the role of Senior Analyst where you will work as part of a team accountable for providing world class client service to a diverse client base. The role holder will be responsible for supporting an Operational Function within the Banking & Payments Operations Centre of Excellence. You may be assessed on key critical skills relevant for success in role such as: Manage end-to-end processing of bereavement cases within agreed timelines and service standards. Review and validate documentation for accuracy and completeness Process account closures, fund transfers and related updates in line with policy and regulatory requirements Ensure adherence to compliance, audit, and control requir...

Our analytics team develops deep user insights based on hundreds of millions of transactions in India. The role is with the PayU India Payments team, with specific focus on creating digital Insights from PayU Payments data to improve effectiveness of marketing spends of clients. PayU Payments data has emerged as a powerful source of information. Example use cases are: Identifying HNI users requiring wealth management product for a Banking partner Identifying consumers with passion for travel for holiday lifestyle company Identifying credit-worthy cosumers with propensity for personal loan Identifying digitally savvy consumers for online banking products Identifying affluent food lovers for d...

We are seeking a digital marketing professional to drive investor acquisition, engagement, and retention through data-driven campaigns, personalized communication, and seamless digital experiences. This role is pivotal in driving investor awareness, increasing transaction volumes, and enhancing experiences for both customers and distributors through data-driven campaigns, platform optimization, and cross-functional collaboration. Digital Acquisition & Campaign Management: Plan, execute, and optimize SEO, SEM, programmatic, social, and other performance marketing campaigns targeting defined investor segments. Drive conversion optimization to maximize ROI on marketing spend. Monitor campaign p...

Knowledge of Treasury Function Liquidity Risk Model knowledge of Basel Liquidity Risk Models experience Asset Liability Mismatch experience Accounting In depth understanding of IB products and major flow business Experience in a control function Project Management skills Technical Thorough knowledge of Excel, Word and PowerPoint Tableau Power BI Alteryx SQL

Coordinating the full assignment process for all internal expatriates; Act as first point of contact for all employees and their families throughout their relocation or secondment any escalate any issues to the Global Mobility Business Partners; Act as a point of contact for all internal stakeholders regarding all relocation and visa enquiries; Conduct pre-assignment/relocation briefings with employees, seeking support from the relevant local People team when required; Ensuring compliance with international tax, social security and immigration for all assignments; Review, track and record all International Remote Working requests; Preparing any assignment related documents, such as cost proj...

We are looking for a Qualified Chartered Accountant with a strong interest in personal taxation and stock market analysis . The ideal candidate should have hands-on or conceptual knowledge of capital gains , ESOPs , and RSUs (domestic and international). In addition to taxation expertise, we are seeking someone who is curious about equity research , understands financial markets , and can assist in stock evaluation . This role will also involve direct client interaction by joining discussions alongside the financial advisor. Key Responsibilities: Assist in individual income tax return (ITR) preparation and filing. Calculate and review capital gains taxation for equities, mutual funds, and re...

As a Fraud Goverce Associate within the Asset and Wealth Management Fraud Goverce team, you will play a pivotal role in monitoring and evidencing how fraud remediation supports Global Private Bank client incidents. You will manage incident tracking, reporting, and documentation to ensure asset security and regulatory adherence. Your responsibilities will span data analysis, project management, and collaboration with global teams to drive effective fraud prevention strategies. Job Responsibilities Track, manage, and implement transaction monitoring solutions in line with regulatory guidance. Perform validation and controls review on decks and dashboards for senior management performance repor...

Join Bajaj Capital Ltd 60 Years of Financial Excellence With a legacy spanning six decades, Bajaj Capital Ltd has been a trusted name in wealth management and financial services across India. Our Prime Channel is expanding rapidly, and we are looking for experienced, ambitious professionals to join our journey of growth. Current Openings: Relationship Manager (RM) Senior Relationship Manager (Sr. RM) Branch Head Cluster Head Who Should Apply: Professionals from Mutual Funds (with strong AUM), Banking , Life Insurance (LI) , or General Insurance (GI) backgrounds. Individuals with a strong client base and proven expertise in wealth management and financial advisory . Why Bajaj Capital Ltd? Com...

Role & responsibilities Responsible for managing and growing the retail banking business within a cluster. To effectively manage a team of RMs and ensure that they meet the organizational goals of liability book growth, fee income and portfolio quality metrics Guide and mentor to the relationship managers to deliver superior customer experience Ensuring RMs are meeting the right set of customers and following the operating rhythm cadence as defined To carry out regular supervisory review cadence as defined Doing joint calls with mapped relationship managers to augment business conversions Customer complaints and service issues management to ensure satisfactory closure within the defined TAT ...

A forward-deployed solver and trusted financial steward , managing the intricate wealth and investments of a family office with precision, strategic insight, and unwavering accountability. Your Mission: The Role You are a technically accountable, outcome-delivering finance professional , directly managing and enhancing the family's wealth and investments from first principles. You'll be a Directly Responsible Individual (DRI) for co-innovating transformative financial outcomes by solving differently and relentlessly questioning the status quo. You lead the charge from initial engagement to successful execution and ownership of the financial outcome. Lets be clear: this isn't your typical ana...

Position: RM/SRM Department: Banca Location :Punjab CTC: 2.50 TO 3.50 Role -Sit in bank and Cross Sales life insurance. Hdfc Bank / Axis Bank All Punjab locations

Level/Function: Lead Associate, Client Support Services Title: Lead Associate, Client Support Services About BetaNXT BetaNXT is a leading provider of frictionless wealth management infrastructure, real-time data solutions, and an enhanced advisor experience. We invest in platforms, products, and partnerships to accelerate growth for the ecosystem we serve. Our connective approach empowers our clients to deliver a comprehensive, end-to-end advisor and investor experience. BetaNXT is a premier provider of technology, data, and operations as services to a rich client base of wealth managers, institutional wealth firms, and digital brokers. It is comprised of three industry-leading businesses wh...

Company Description: As a leading global investment management firm, AB fosters diverse perspectives and embraces innovation to help our clients navigate the uncertainty of capital markets. Through high-quality research and diversified investment services, we serve institutions, individuals and private wealth clients in major markets worldwide. Our ambition is simple: to be our clients most valued asset-management partner. With over 4,400 employees across 51 locations in 25 countries, our people are our advantage. We foster a culture of intellectual curiosity and collaboration to create an environment where everyone can thrive and do their best work. Whether youre producing thought-provoking...

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 and 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 The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling The NRI RM will be responsible for identification of potential cus...

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 and 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 The NRI Relationship Manager will be responsible for nurturing NRI client relationships through continuous client engagements and risk profiling The NRI RM will be responsible for identification of potential cus...

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 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 potential customers and...

Build, advise, and manage a portfolio of HNI/UHNI clients with a focus on real estate-centric investment strategies, diversified with real estate, mutual funds, PMS, AIFs, bonds, and structured notes. HNI/UHNI Client Relationship Management Sales incentives Mobile bill reimbursements Provident fund

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...

Role & responsibilities As a Relationship Manager - Wealth, specializing in HNI clients, you will be responsible for managing and nurturing relationships with high-net-worth individuals . Your primary focus will be on providing personalized wealth management solutions, financial advisory services, and ensuring overall client satisfaction. Client Acquisition and Onboarding: Identify potential HNI/UHNI clients and develop strategies for client acquisition. Onboard new clients by understanding their financial goals, risk tolerance, and investment preferences. Wealth Management Advisory: Conduct comprehensive financial assessments for HNI/UHNI clients to understand their financial needs and obje...