7681 Wealth Management Jobs - Page 48

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 a minimum ...

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 ...

Roles and Responsibilities The Relationship Manager-Wealth 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...

Responsibilities: 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 y...

Job Description for Preferred Relationship Manager 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, ...

Role & responsibilities Responsible for gathering assets for investment products such 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. Contributing Responsibilities To acquire new clients and activate them with asset collection. ...

Job Details: As a Strategic Advisor, the Sr. Technical Architect designs and delivers complex, enterprise-scale Salesforce solutions for customers in the Financial Services Industry. This role brings together teams across different stakeholders to realize a strategic vision. The Sr. Technical Architect supports the full implementation lifecycle, from scoping to deployment, in an evolving ecosystem consisting of clients and partners. The role is responsible for end-to-end solutioning of enterprise applications, designing and building Salesforce Industry-specific solutions for Financial Services. You will become a deep product expert with Salesforce Financial Services Cloud (FSC) applications ...

Responsibilities: Manage client portfolios through investment advisory services. Collaborate with wealth management team on strategic planning. Monitor market trends and risks.

As a Relationship Manager, your primary responsibility will be to acquire and cultivate relationships with Retail/Ultra High Net Worth, and Corporates customers. You will be expected to engage in cross-selling insurance and other wealth management products while providing advice on various Treasury related Debt products to Corporates & SMEs. Additionally, you will have the opportunity to advise Corporate/Promoters/HNI clients on investment opportunities in the market, assisting them in generating a high Return On Investment (ROI). Your role will involve delivering end-to-end service solutions to existing customer relationships proactively. You will also be tasked with educating customers on ...

As the Head of Content and Social Media at Wealthy, you will play a crucial role in shaping and expanding our content and social media presence. You will lead a team of writers, designers, and editors, overseeing the creation of engaging and informative content related to financial investment products. Your responsibilities will include developing and implementing a comprehensive content and social media strategy that aligns with our brand and business objectives. One of the key aspects of your role will be team building and people management. You will be responsible for hiring and mentoring new talent, including social media specialists and content creators, to ensure the continued growth a...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business - they were made just right for you. DBS India Consumer Banking Group, which includes digibank (Retail Banking) and Treasures (Wealth Segment), serves over 2.6 million customers worldwide with a complete range of banking and weal...

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realize 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, investments, insurance, mortgages, credit cards, and personal loans to help our customers realize their dreams and aspirations at every life stage. Your main responsibility will be to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with an AUM greater than INR 20 Million through a need-based approach. You will ensure client coverage and produ...

As a client acquisition specialist at our premium real estate brokerage firm in Jaipur, your primary responsibility will be to identify and connect with potential HNI/UHNI clients. You will be expected to build relationships based on trust and maintain professional communication to secure appointments for property consultations. Cold calling is not the focus; instead, we emphasize on building lasting relationships with our clients. Your duties will include pitching our premium real estate offerings with clarity and confidence, scheduling high-quality appointments for our leadership/sales team, and maintaining a structured CRM database of prospects, conversations, and follow-ups. It is essent...

The successful candidate will be responsible for managing a portfolio of HNW/UHNW clients, providing personalized investment, estate planning, and wealth structuring solutions. Additionally, you will lead and mentor a team of private bankers/relationship managers to enhance performance and ensure client satisfaction. Collaboration with product, research, and investment teams will be essential to offer comprehensive wealth management solutions. Your role will also involve identifying market opportunities and supporting regional business development initiatives. The ideal candidate should have a minimum of 8-15 years of experience in private banking and wealth management in India. Strong leade...

Role & responsibilities : 1) Advisory to existing clients 2) Experience in New client acquisition, De-mat Accounts & revenue generation, 3) Experience in Brokerage Generation. 4) Building relationships with the client & educating them about Investments 5) Knowledge about Equity & Stock Market 6) Cross selling of 3rd party products Preferred candidate profile : 1) Ability to speak in local language and English 2) Graduate from recognized university or college 3) Strong product knowledge and understanding of capital market 4) Ideally minimum of 1 year experience in Equity broking 5) Holds latest certificate of NISM 8 6) Understanding of local market and captive client base 7) Should have basic...

As an international bank with a history spanning over 170 years, Standard Chartered is dedicated to making a positive impact on our clients, communities, and employees. We are constantly challenging the status quo, seeking new opportunities for growth, and striving to make a difference in everything we do. If you are looking for a purpose-driven career with a bank that values diversity and inclusion, we would love to hear from you. At Standard Chartered, we celebrate individual talents and are eager to see how your unique skills can contribute to our mission. Our core purpose is to drive commerce and prosperity through our diverse workforce, while our brand promise is to be here for good. Th...

Providing financial solutions for HNI client Monitor financial market trends to ensure that client plans are responsive. Must ensure growth of AUM / Book Size Achieving targets based on acquisition and revenue generation through investment products. Required Candidate profile Must have enriched experience in Private wealth, Acquisition, Investment products, Structured products, Private banking group. Deepening relationship with the clients. Must have own Self built AUM,

As a Product Lead at Aithon Solutions in Mumbai, you will play a pivotal role in shaping the product vision, strategy, and roadmap for our platform. Working closely with various teams including engineering, design, marketing, compliance, and external partners, you will drive the development of innovative solutions that not only meet regulatory requirements but also set us apart in a competitive market. Your primary responsibilities will include defining and owning the end-to-end product vision, conducting thorough market research to identify emerging opportunities, and translating business objectives into actionable product requirements. You will oversee the product development process, prio...

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.

You will be responsible for P&L and Drive AUM growth and business expansion across IFAs, Banks, and National Distributors

Job description About the Role: 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 customers and providing them customized solutions as per their requirements. Key Responsibilities: - Provide financial solutions to the NRI customers while maintaining high service standards. - Maintain complete customer profile including the risk profile, demographics and assets in the bank. - Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and var...

About The Role Project Role : Application Tech Support Practitioner Project Role Description : Act as the ongoing interface between the client and the system or application. Dedicated to quality, using exceptional communication skills to keep our world class systems running. Can accurately define a client issue and can interpret and design a resolution based on deep product knowledge. Must have skills : Project Program & Portfolio Governance, Unix Good to have skills : NA Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Summary :As an Application Tech Support Practitioner, you will serve as a vital link between clients and the systems or ...

Direct Responsibilities : Looking for Wealth Relationship Manager Responsible for gathering assets for investment products such 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 client. 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. Contributing Responsibilities : • To acquire new clie...

Wealth RM Location -Chennai Experience : 2+ years Qualifications: Any Graduate Experience in Dealing with Existing Clients Skills Required Should be ok for open market sales Must be ok for Sales Need to do client acquisition Products-Mutual Fund,Demat account,PMS Should do self sourcing

We are looking for a Assistant Vice President, Retail Leasing to join our Retail Leasing Team in Mumbai. In this team-based position, you will need a desire for success in Retail Leasing & Sales Business with new prospects and ability to handle complex conversations with owners, C-Suite, and high level corporate real estate decision makers. Clients and prospects include local companies with single locations up to global corporations with many diverse geographic locations. Your working knowledge of any major vertical industry will be very helpful. In addition to sales, you will be involved in all aspects of the evaluation, negotiation, and successful delivery of real estate services. Job Desc...