10351 Wealth Management Jobs - Page 49

1) Knowledge of distribution, operations, customer service, human resources, administration, and sales. 2) Knowledge of Equity Broking Products, Investment products like Mutual Funds, PMS, AIF and Insurance. 3) Develop, forecasts, financial objectives, and business plans 4) Meet business - targets, goals and metrics 5) Manage budget and allocate funds appropriately 6) Provide branch personnel with training, coaching, development, and motivation 7) Adhere to high ethical standards, and comply with all regulations/applicable laws. 8) Network to improve the presence and reputation of the branch and company. 1)Minimum 5 Years of experience as an existing Branch Manager Asst Branch Manager Branch...

1) Responsible for Handling NRI Clients and achieve Revenue through Broking of - Equity, Derivatives, Commodity & Currency, and by cross-selling products like Mutual Funds, PMS, AIFs to existing acquired NRI clients of Dubai & other offshore location Desk. 2) Acquiring clients via Demat sourcing, enhancing, & upgrading the client relationship. 3) Profiling Clients & Suggesting financial products (Equity) to meet customer needs as per their risk appetite. 4) Coordinating with clients daily for Investment in Equity and other Wealth Products like Mutual Fund, PMS, SIPs, AIF etc to the existing set of customers, 5) Help customers to Execute trade online and place orders on behalf of customers. 6...

1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product mix. 3) 360 degree coverage of client needs across his personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer relationships through effective relationship management. 5) Focusing on the analysis and satisfaction of HNI Customers financial, banking, investment and business needs and objectives. 6) Provide professional customer service to achieve a high percentage of customer wallet share and satisfaction leading to client retention and growth. 7) Manage the portfolio to de-risk ag...

Key roles & responsibilities : 1. Client Account Acquisition Identify and acquire potential HNI/UHNI Accounts, including independent professionals, White coloured professionals, New-generation Entrepreneurs, etc. Identify prospects through referrals and hunting new leads, conduct preliminary meetings, and organise detailed meetings, involving Wealth Management & Investment Advisory team. Ensure smooth and seamless Client Account onboarding process and compliance requirement for the newly acquired Account. 2. Client Servicing & Relationship Management Nurture a strong Client-Business relation through; professional service experience, long-term trust, continued engagement with a client always ...

Are you passionate about technologyAre you willing to take up a challenging role We are looking for someone willing to work as a Senior Developer for UBS Global Wealth Management - US Technology organization with having experience as a: Full Stack UI and Java Developer with strong analytical and technical ability with 8+ years experience Core Java, REST API, Microservices, Spring framework, relational and NoSQL DBs with good exposure on frontend technologies. candidate should be able to work independently, good communication skills, and should have experience in working on large complex development projects. Applies skills and knowledge of the tools to develop creative solutions to meet clie...

RB - Affluent Business: Investment specialist INTERNAL USAGE: No of Vacancies: 1 Reports to: RIC Is a Team leaderN Team Size: - NA Grade: SM/AVP/VP Business: Retail Banking Department: Affluent Business Sub-Department: Location: 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 highly personalized services with an expertise driven approach of an investment house with great stability and immaculate execution Affluent Business offers a gamut of different product offerings tailor-made to its customers with seamless to...

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective cli...

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients The role of a Service Partner is to support the team of Burgundy Private bankers and Managing Partners to onboard new clients and to service the existing clients Provide High quality of sales support to the team of RM mainly focused on getting appointments for RM and supporting RM for serving their clients Handle clients query related to RM s portfolio in a positive, t...

Title Job Title RB - Affluent Business: Investment Strategy Team-Fixed Income Grade SM/M Department Affluent Business No of Positions 1 Location CO, Worli Reporting Authority Job Name Head Investment Strategy Fixed Income No of Direct Reports 3 Team Size 4 Job Description The candidate will be an Investment Strategist Fixed Income for the Burgundy Private proposition which caters to ultra-high net worth clients of the Bank Seamlessly navigating between treasury, sales teams and service teams, and coordinate with clients along with the Burgundy Private Partner to efficiently carry out time-bound Market transactions in Bonds Identification and evaluation of Fixed Income ideas, and monitoring a...

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...

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalised wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective cli...

About Affluent Business-Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for HNIs/ ultra HNIs clients The role of Managing Partner would manage the UHNI relationships of Bank s customers, their family and business entities Provide wealth management advisory and solutions based on clients needs and risk profile The role would also manage, provide guidance and leadership to a team of 5-7 Partner & Senior Partner who would individually manage UHNI client rel...

About Burgundy Private Burgundy Private is a private banking platform that caters to the high and ultra-high net-worth customer segments The proposition offers personalized wealth management advisory and solutions research based investment advisory, estate planning, real estate and tax advisory for for HNIs/ ultra HNIs clients The Senior Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospect...

The Associate Relationship Manager will be a key member of our Affluent-Service team, working closely with high-net-worth individuals to understand their ficial needs and goals. This role involves building long-term relationships, offering personalized advice, and providing exceptional customer service. The successful candidate will have the opportunity to make a significant impact on the banks affluent customer segment and contribute to its overall success. Bachelors degree in Fice, Business Administration, or a related field. Minimum 2-3 years of experience in relationship management or a similar role, preferably in the banking or ficial services industry. Strong knowledge of ficial produc...

Job Name (Private Banking): Relationship Manager - Private Banking Group Location - Mumbai / Pune Looking for Wealth RM / HNI candidates who have good 6+ years of experience in banking industry, stable in job role and having a personal AUM of 75 - 100 Cr +. Well polished and good communicators having market and domain knowledge is a must. Job Purpose - To enhance business development as per the set objectives of the bank and ensure quality service to the customers through wealth management techniques Job Responsibilities(JR) : 6 8 Areas Actionable (4-6) Slabs 150, 200, 250 and 300 Lacs TPP and Banking TargetsIndividual PBG Targets across TPP (40%)Ensure targets given at absolute level are me...

The Partner manages the UHNI relationships of Bank s customers, their family and business entities and provide wealth management advisory and solutions based on clients needs and risk profile Create and execute the plan for acquiring new-to-bank high value customer relationships Leverage networks, partnership and sources of leads and referrals to access prospective clients Interact with internal referral sources to identify prospects and referral opportunities Explore, review and fulfil the banking, ficial and wealth management needs of the mapped customers Provide inputs to the product and research team for any new products that the customer requires Recommend products & services as per cli...

BusinessDevelopment of the category, and New Vendor On-boarding : Identify white spaces inthe portfolio and develop assortment to fill those gap, Identify and developpotential brands to achieve business objectives. BusinessMetrics Achievement: Achieve business Metrics ofRevenue GM and CM. Taking appropriate action if any of the metric is being notachieved and highlighting the risk in advance. CustomerMetrics Achievement: Increase customer engagement tothe platform through appropriate selection and content. OperationsMetrics Achievement : through timely Solve of UPIinventory and RTV of non-salable products. Responsibilities: Drive Portfolio growth above platform YoY by improving KPIs Improvem...

About The Role Skill required: Delivery - Data Analytics Designation: I&F Decision Sci Practitioner Analyst Qualifications: BSc/MSc Years of Experience: 3 to 5 years Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song all powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 699,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the pow...

We are looking for an experienced Wealth Manager with strong expertise and certifications in Mutual Funds, Insurance, Stocks, and other Financial Products. Work location - Hitech city Required Candidate profile Graduate with mandatory certifications in Mutual Funds, Insurance (IRDA), Equity Advisory (NISM Series VIII, XA/XB); strong knowledge of MFs, insurance, equities, bonds, PMS, AIFs, etc.

Dear Candidate, Greetings From "APEX SERVICES" Role- Wealth Relationship Manager CTC- upto- 10 LPA + incentive + Other benefit Key responsibilities and accountabilities: Accountable for implementing an integrated plan which addresses wealth creation,wealth preservation and wealth enhancement for private clients achieved through an in-depth analysis of the clients profile. Showcase entire product suite of Kotak Group to existing clients and growing their assets across Mutual funds, PMS/AIF strategies, Structures, Alternate Assets, Direct Equity, Unlisted opportunities and Consumer or Business Asset/Loan products. Deliver solutions to clients based on their investment profile in consultation w...

Responsibilities:- To up sell MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. Achieving the business targets assigned in terms of up selling Products, enhancing and upgrading the Client Net worth relationships. Profiling customers and provide financial products to meet customer needs Ensuring the highest levels of service to the client /HNI customers Providing Investment planning and advice Achieving sales and revenue targets spread across product mix One point contact for the assigned customer Acquisition & Servicing of HNI/UHNI customers Interested candidate can share cv at richa@dspe.in

WALK in Drive on 28th Oct 2025 and 31stOct 2025 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 Manage and grow a portfolio of HNI & UHNI clients , providing tailored wealth management solutions. Advise clients on equity investments, structured products, mutual funds, and other financial instruments . Build trusted client relationships by understanding financial goals, risk appetite, and investment needs. Collaborate with product specialists and research teams to deliver holistic financial strategies. Drive AUM growth , client acquisition, and revenue generation through proactive advisory. Preferred candidate profile 5 - 12 years of experience in Private Banking / Wealth Management with a strong focus on equities . Proven track record of client relationship mana...

Job Title : Investment Relationship Manager Position purpose : To acquire new clients with assets in order to grow the asset book, reactivate clients and add SIP book. 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. Technical & Behavioural Competencies : Good communication and interpersonal skills Self motivated & Go getter Build Customer Relationship SpecificQualifications(ifrequired) Graduate / Post graduate in any stream with knowledge of capital markets. NISM Series-V(A) : Mutual Fund ...

Customer account opening & KYC verification Handling banking operations and back-office activities Assisting customers with transactions and services Cross-selling banking products Maintaining customer relationships and service quality Required Candidate profile Good communication skills in English and Tamil Basic knowledge of MS Office and banking operations Willing to work in sales or operations department Immediate joiners preferred