7634 Wealth Management Jobs - Page 44

You will be responsible for interacting with high-net-worth individuals (HNWIs), family offices, and corporate treasuries to understand their investment interests in fixed income products. Additionally, you will oversee the marketing process and broader company marketing efforts, which includes creating investor materials, hosting webinars, and organizing investor events. Your role will involve developing and managing relationships with current and potential investors, collaborating with Product teams to create tailored products for specific situations, assessing client credit profiles to propose customized deals, and closing transactions. You will also be responsible for onboarding new corp...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

Finnova Advisory Services Pvt. Ltd. is a prominent financial advisory and investment consulting firm specializing in corporate finance, supply chain finance, real estate finance, and credit rating advisory. We are currently broadening our investor network to establish a robust group of investors for premium real estate investment opportunities. As an Investor Relations & Fundraising Executive at Finnova Advisory Services Pvt. Ltd., you will play a pivotal role in identifying, sourcing, and bringing on board new investors, particularly focusing on real estate deals. Your primary responsibilities will include connecting with potential investors such as HNIs, UHNIs, Family Offices, and Institut...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

We are currently looking for dynamic professionals for the following roles: 1) PB Classic (3+ Years Exp) 2) Branch Manager (9+ Years Exp) 3) Relationship Manager (6+ Years Exp) 4) PB-Teller Authorisers (6+ Years Exp) 5) PB Sales Outbound (1+ Years Exp) Roles and Responsibilities Manage branch operations, including cash handling, customer engagement, and relationship management. Develop and maintain strong relationships with high-net-worth individuals (HNIs) through effective sales strategies. Identify new business opportunities and drive cross-selling initiatives to increase revenue growth. Ensure compliance with regulatory requirements and internal policies while delivering exceptional cust...

Posted 6 weeks ago Apply Now At Scripbox, we are a new-age, client-first wealth management firm committed to growing with our clients-not just managing their wealth, but enabling their aspirations through intelligent advice, deep relationships, and a digital foundation that scales trust. As we scale our reach across India, were looking for dynamic relationship managers with expertise, empathy & integrity to help our clients grow their wealth and fulfill their life goals with confidence. We operate in an agile empower-team structure that enables speed, ownership, and personalized service at scale Job Description Relationship Manager Location : Bangalore Reports to : Wealth Manager Experience ...

Work Level : Individual Core : Communication Skills, Result Driven, Problem Solving Leadership : Building Work Relationships, Working Independently Industry Type : Banking Function : Investment Banking, Private Equity & VC Key Skills : Private Banking,Private Client Group,Private Wealth,PCG,Wealth,Wealth Management,Investment Advisor,Mutual Fund,Mutualfund sales Education : PG/ Master Note: This is a requirement for one of the Workassist Hiring Partner. Job Duties & Responsibilities Manage customers issues on service or investment needs. Escalate if required. Probe and identify requirements to provide appropriate solutions to customers. Ensure complete knowledge on all products & services. B...

This Opportunity is with a leading Financial Services company for their office in Mumbai location Role: Wealth Manager Experience: 5 - 8 Years Job Description: Roles & Responsibilities: Managing High-Net-Worth Client Relationships And Delivering Customised Wealth Management Solutions. Designing And Executing Investment Strategies To Drive Portfolio Performance And Retention. Cross-Selling Financial Products Including Mutual Funds, PMS, AIFs, NCDs, Insurance, And Structured Products. Supporting Strategic Account Planning And Ensuring Proactive Engagement With At-Risk Clients. Required Skillset: Qualification: Any Graduate Full Time Candidate should have exp handling HNI and UHNI Clients Candi...

Description 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 negotia...

Description 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 negotia...

Job Title: AVP Sales Department: Sales & Business Development (Securities / Financial Markets) Qualification: Graduate (Finance/Commerce preferred; MBA or NISM certifications preferred) Job Summary We are seeking an experienced AVP Sales to lead sales operations across B2C and B2B branches, drive revenue growth, and manage high-value client relationships. This role involves team leadership, strategic business planning, cross-selling opportunities, and delivering exceptional customer experience while ensuring strong market presence across segments. Key Responsibilities Lead, mentor, and manage the sales team to achieve revenue and growth targets. Develop and execute strategic plans to expand ...

Responsible for nurturing client relationships through continuous client engagements and risk profiling and responsible for identification of potential customers and providing them customized solutions as per their requirements.

Generate new business & acquire clients through leads and family account grouping Develop & maintain strong, long-term relationships with existing high-net-worth and corporate clients Understand client needs and offer tailored banking solutions

Greeting from HDFC Bank!! We have urgent opportunity of Personal Banker Classic based across Bangalore Job Locations: Bangalore - Judicial Layout (Kanakpura Road), Kumaraswamy Layout, Haralur, Rajarajeshwari Nagar, Koramangala Main Note: Candidates having 3+ years experience in Banking and Wealth Management need to apply. Job Name PA (Business Unit) : Personal Banker Classic Job Title : Personal Banker Business Unit (PA) : RBB Team : ) Retail Branch Banking Reports to (job) : Branch Head Job Fn : Sales Role Type: Individual Contributor Job Purpose Is responsible for Classic portfolio management by acquisition of new Classic customers and enhancement of the relationship by cross-selling produ...

Articulates or translates complex information in clear, meaningful and structured way to suit audience. Often acts as an expert across multiple projects or programmes simultaneously, owning capability and guiding the teams on their requirements gathering, design, change or implementation approach. May conduct one off business research and analysis tasks related to programme or project scope. Be responsible for implementation management, including planning, controlling and reporting on implementation of the change product . Identify potential risks to service or performance and deals with them proactively; effectively manages review processes to identify quality issues early. Use systemic thi...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Role & responsibilities Build and manage strong client relationships (HNI/UHNI/corporates). Provide wealth management & investment solutions (Equity, MF, PMS, bonds, etc.). Drive business development and acquire new clients. Offer corporate financial planning (succession, retirement, employee benefits). Collaborate with tax, legal, and investment experts for holistic solutions. Stay updated on markets, regulations, and provide strategic advisory. Ensure client retention through excellent service. Maintain compliance and risk management standards Preferred candidate profile Graduate/Postgraduate in Finance (MBA/CFP/CFA preferred). 3-10 yrs in Wealth Management/Broking. Strong product knowledg...

Job description Position: Senior Relationship Manager Job Description: - Conduct daily sales calling with prospective new clients and identify their needs. - Provide and develop solutions and suggest schemes to clients basis their requirements and goal. - Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles. - Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch. - Review and diversify existing client portfolio on a regular basis and provide guidance accordingly. -Achieve financial goals of the clients through various product line. -Update and cross sell products to ...

Business Function As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions across 600 branches across the country. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits (incl. structured solutions for NRI), investments, insurance, mortgages, credit cards and personal loans to help our customers realise their dreams and aspirations at every life stage. Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients having an AUM => INR 20 Million through need-based approach” and ensure client ...

Overview Test Engineer - Wealth Management _Finacle IQ for Banking Project Responsible for ensuring the quality and reliability of the banks wealth management applications. Your role will involve designing and executing test plans, identifying defects, and collaborating with development teams to deliver high-quality banking solutions Responsibilities Test Planning & Design: Develop comprehensive test plans and design test cases based on business requirements and functional specifications. Test Execution: Conduct functional, integration, and regression testing of Finacle IQ modules, ensuring adherence to quality standards. Defect Management: Identify, document, and track defects, collaboratin...

J.P. Morgan Wealth Management is a global leader in investment and wealth management, serving institutions, high-net-worth individuals, and retail investors worldwide. As a Control Associate within our Risk Management Team, you will be responsible for promoting early operational risk identification, designing and evaluating controls, and implementing sustainable solutions to mitigate operational risk. You will focus on control design and testing, risk and control identification, and governance and reporting. You will collaborate with key stakeholders to enhance control processes and contribute to strategic projects, ensuring robust risk management practices. Job Responsibilities Collaborate ...

D escription Working at 55ip means standing at the intersection of finance and technology and at the cutting-edge of wealth management. We ve been making rapid progress in our mission to break down barriers to financial progress for financial advisors and their clients. Our Boston- and Mumbai-based team has built and brought to market a tax-smart investment strategy engine delivering intuitive experience and intelligent automation. Driven by strategic partnerships with world-class asset management firms, such as BlackRock and J. P. Morgan, we ve experienced breakthrough growth over the last year. Today, over 110 financial advisor firms with $28 billion in assets (and counting) are using 55ip...

Some careers open more doors than others. If you re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Global Private Bank, are present across the world s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in ...

When you mentor and advise multiple technical teams and move financial technologies forward, it s a big challenge with big impact. You were made for this. As a Manager of Software Engineering at JPMorgan Chase within the Consumer and Community Banking - Wealth Management, you will lead an engineering team, overseeing daily implementation activities. Your responsibilities include identifying and escalating issues, ensuring your teams work aligns with compliance standards, business requirements, and tactical best practices. Job responsibilities Provides guidance to immediate team of software engineers on daily tasks and activities Sets the overall guidance and expectations for team output, pra...

Join our dynamic Portfolio Solutions & Research Support Team and play a key role in supporting the investment process for Wealth Management. Collaborate with top professionals across asset classes and drive operational excellence in a fast-paced environment. Be part of a team that values accuracy, innovation, and strategic impact. Job Summary As an Trading Services Associate within the Portfolio Solutions & Research Support Team, you ensure the accuracy and integrity of investment data and systems. You oversee operational processes, reconcile positions, and support portfolio requests to facilitate seamless investment management. Your role involves partnering with cross-functional teams to re...