7681 Wealth Management Jobs - Page 47

Who We Are MassMutual India A career with us means you will work alongside exceptional people and be empowered to reach your professional and personal goals. Our employees are the foundation of what makes MassMutual a strong, stable, and ethical business. We seek and value unique and varied perspectives and experiences because we believe we are stronger when all voices are heard. We invite you to bring your bright, innovative ideas to MassMutual as we continue to help millions of Americans rely on each other. Together, we re stronger. Job Description Job Description Why we need you. We re growing and our clients deserve the best. As an Investment Service Specialist process required paperwork...

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. Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadt...

Your opportunity to make a real impact and shape the future of financial services is waiting for you. Let s push the boundaries of whats possible together As an Applied AI/GenAI ML Director within the Asset and Wealth Management Technology Team at JPMorgan Chase, you will provide deep engineering expertise and work across agile teams to enhance, build, and deliver trusted market-leading technology products in a secure, stable, and scalable way. You will leverage your deep expertise to consistently challenge the status quo, innovate for business impact, lead the strategic development behind new and existing products and technology portfolios, and remain at the forefront of industry trends, be...

Wealth Management (WM) Investment Risk & Analytics (IR&A) is responsible for the risk oversight of the Managed Strategies from end to end across the WM s Private Bank and Consumer Bank businesses. Managed Strategies included JPMorgan s own proprietary products and third-party funds to include registered funds, exchange traded notes (ETNs), exchange traded funds (ETFs), separately managed accounts, hedge funds, and private equity and real estate funds, etc. We are looking for individuals who can partner with senior members of our team to oversee business activities, models and methodologies related to investment risk. with an emphasis on developing new tools and methodologies that will aid in...

We are Hiring for Bancassurance ( Lead Provided From Bank) Eligibility- Graduation 1 -Lead Provided from Banks 2- Implementing sales and marketing activities within a branch Min 1 year Experience in Insurance Contact 09340458060 No charges

About The Role Client Acquisition and Relationship Management: Identify and build Corporate opportunity for NPS across Corporate segments in the assigned geography Large, Mid, Small Corporates & others Acquire and onboard Corporates for Corporate NPS through our NPS POP Platform Manage, Train & Service corporate stakeholders throughout the lifecycle of the NPS process Deepen an onboarded corporate relationship by increasing employee penetration and increasing per corporate NPS corpus Drive acquisition by leveraging broader Tata Capital business presence in the assigned geography Acquire new accounts from the Group. Leverage existing Group relationships and collaborate with internal stakehold...

About The Role Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seamless service delivery to assist client in achieving his short term and long term investment goals via proper profiling and offering of Debt products, Structures, Equities, MFs and Fund based Real Estate products and other Investment products. Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives. Acquisition and Handling a g...

Relationship Management : Managing the banking and investments relationship of YES FIRST clients and responsible for overall growth of Liabilities & Investment business from HNI /NRI segment Develop, manage, and expand YES FIRST 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 Generating Incremental Business. Sales targets spread across liabilities, retail assets, business banking, FOREX, cards, investments etc Proactively sell the full range of consumer and commercial product to current and potential Yes FIRST HNI /NRI Relatio...

Sr. Manager / Manager Fee Department (Retail Banking) | Solapur Location Axis Bank is looking for passionate professionals to join our Fee Department. This role is responsible for driving Retail Fee business across products like Retail Forex, Life & General Insurance, Mutual Funds, Axis Direct, National Pension Scheme, PMS, Govt. Schemes (APY, PMJJBY, PMSBY), Lockers, and more. Key Responsibilities: • Drive targets for Retail Fee products across multiple categories. • Enhance profitability through targeted product mix & persistency in insurance. • Manage branch & resource productivity for Fee Revenue achievement. • Launch and drive campaigns locally/centrally for business volume growth. • Ex...

Executive Assistant (Wealth Operations) - Client Relationships We're looking for a sharp, detail-oriented Executive Assistant to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You'll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision. Who we are: Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing,...

Mutual Fund Operations - Client Relationships Associate We're looking for a sharp, detail-oriented individual to support our Wealth Operations team. This role is perfect for a proactive individual who thrives in a fast-paced environment and has a passion for building strong relationships with high-net-worth clients. You'll be the operational backbone of our client-facing team, ensuring every interaction is seamless and every detail is handled with precision. Who we are: Cambridge Wealth is a respected, award-winning firm in the wealth management space. We work with renowned professionals from various industries, providing exceptional financial solutions. We're a fast-growing, excellence-orie...

Experience with configuration, testing, and implementation of latest release of T24 Mandate (8-15yrs experience) - Temenos, Business Analyst, Private banking Location – Chennai HYBRID Day shifts Call Vkas 8527840989 vikasimaginators@gmail.com

Job Purpose Wealth Counsellor will work with Relationship Managers / Regional Heads / Sr Regional Heads and Market Head to provide clients with professional guidance on Investment products. Partner and build the Investments business in line with the banks strategy so as to achieve and maintain leadership position in the location / region. Role & responsibilities To be seen as an indispensable partner to the assigned Relationship Managers on their client solutions for investment products. Identify clients risk appetite by following the structured risk profiling process of the bank, determine / validate client's risk appetite, investment preference, liquidity requirements, return expectation a...

Role & responsibilities Direct Responsibilities Acquiring new clients with benchmark assets. Increase the total assigned SIP book from allocated and new clients. Adding overall AUM by gathering assets from existing and new clients. Increasing the basket of clients having AUM. Contributing Responsibilities Achieving the Business target assigned to branch in terms of, assets Aum and SIP book, acquiring clients, enhancing, & upgrading the client relationship. Ensuring the highest level of service to the clients. Preferred candidate profile Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship

Role & responsibilities Specific Role Responsibilities / Core Duties: 1. Handling a team of Cluster Relationship Leaders 2. Accountable for generating revenue from a Region of bank database of retail & HNI clients. 3. Generate good quality business through the Relationship Manager for the set location. 4. Visit the bank branches & Meeting with Cluster Business Leader & Regional Business Leader, time to time for increase the business numbers. 5. Ensuring portfolio quality by regularly engaging with each mapped HNI relationship and maintaining the desired relationship values. 6. Monitoring and educate to the team with the current market updates. Skills: Communication, Public Relations, Relatio...

Were Hiring Sales Head (Mutual Fund & Fixed Income) Location: Ahmedabad Company: Pravin Ratilal Share and Stock Brokers Ltd. About the Role We are looking for an experienced Sales Head to lead our Mutual Fund & Fixed Income business. The role involves driving sales strategy, managing client relationships, and achieving growth across Retail, HNI, UHNI, and Institutional segments. What You'll Do 1) Lead and manage the sales team to achieve revenue & AUM targets. 2) Drive business in Mutual Funds and Fixed Income products . 3) Build strong relationships with clients and expand our network. 4) Collaborate with product & research teams for tailored solutions. 5) Ensure compliance with SEBI, AMFI ...

Looking for Sr. Wealth Manager with 7+ yrs in HNI acquisition, advisory & portfolio mgmt. Strong in MF, PMS, AIFs, insurance. NISM pref. AUM 1Cr+ ideal. Drive revenue via upselling & strong client relations.

As a member of the Investments team at Mercer based in India, you will play a crucial role in providing comprehensive analysis and research support throughout the entire investment decision-making, risk management, and investment monitoring process. Your primary responsibilities will involve assisting with a range of institutional investing activities across different geographies, including collecting and analyzing data, researching investment strategies, portfolio construction and performance analytics reports. In this role, you will work closely with the Investment Consultants to deliver high-quality research and analysis to support their client engagements. Your ability to gather and anal...

Responsibilities: * Prepare financial plans using Excel & PowerPoint * Collaborate with advisors on client needs analysis * Ensure compliance with KYC policies * Manage portfolios through finance expertise & assist Financial Planners with the clients Health insurance

Proptiger.com is actively looking for Senior Relationship Managers to join our team in Bangalore. If you're passionate about real estate and building strong client relationships, we love to connect! Role & responsibilities Converting prospects into customers by show-casing appropriate primary residential properties to the prospects, matching the investment need of the prospects. Using leads generated by the Marketing team as well as generating self-leads to convert them into customers, through local activities (procuring relevant databases, doing on-ground activities in corporates, clubs etc.) Taking prospects for site visits, answering all relevant queries in the process, liaising with Deve...

We are hiring for top Wealth Management Firms, Asset Management Companies, Investment Managers, and Stock Broking Outfits across Mumbai, Delhi, and Bangalore. If youre looking to elevate your career in the financial services industry, we have fantastic roles for you! Wealth Management Positions: Co-Head Wealth Management Managing Partner Regional Head Wealth Management Team Leaders Relationship Manager Individual Contributors These roles involve leading and driving wealth management teams, developing and maintaining strong client relationships, and delivering customized financial solutions to HNI and UHNI clients. PMS Sales Positions: AVP PMS Sales VP – PMS Sales Head - PMS Sales PMS Sales p...

Salesforce Financial Services Cloud (FSC) Consultant / Developer Experience: 45 Years Location: Remote Employment Type: Contract About the Role We are looking for a Salesforce FSC Consultant/Developer with experience in implementing Salesforce solutions for Banking, Insurance, or Wealth Management industries. The role requires knowledge of FSC data models and financial services use cases. Key Responsibilities Implement and configure Financial Services Cloud (Client 360, Relationship Groups, Financial Accounts, Insurance Policy Management). Translate financial business requirements into Salesforce solutions. Customize Apex, Flows, and LWC for FSC-specific features. Work with compliance and re...

SUMMARY: - The Relationship Manager-Preferred is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans; and then by ensuring that they receive and execute on the right advice. PRE-REQUISITES: - Relationship Managers with prior experience working in a Private Bank/Wealth Management set up. Selling of products : Mutual Funds, PMS, Structured Products. Handle and manage clients with...

Will be responsible: 1. For offering financial advisory services to new and existing HNI / UHNI clientele with special emphasis on MF, SP, Bonds and PMS (targeted client segment with investible surplus of Rs.1.0 cr. and above). 2. For New Client Acquisition and maintaining healthy relationships with the existing clientele (part of self and team responsibilities). 3. For Recruitment, Training, Mentoring and retention of Team members. 4. To grow clientele AUM consistently from the new and existing clients. 5. To generate revenues to be able to earn handsome incentives for Self contributions and for the team members. Requirements: 1. Experienced professionals of more than 10 years, with relevan...

Profile : 1. Portfolio Monitoring and Reviews 2. Support to RMsTeam Responsibility : 1. Building AUM( No Sales Based Assignment) 2. Prepare high Quality, customized Investment Insights, Document,Review for prospects / clients within TAT 3. Understand various investments options and providingcustomized Insights based on client/ prospects,suitability and risk profile. 4. Prepare yearly Review & Rebalancing reports for clients within TAT 5. Continuous monitoring and tracking portfolios of clients withthe help of RMs Team 6. Assist RMs in monitoring and tracking implementation of Investment 7. Insights, Document, Review,Joint Calls/ Meeting with RM to build AUM 8. Maintaining and Analysis of MIS...