13162 Wealth Management Jobs - Page 49

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of services and products to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay updated on market trends and competitor activity to offer informed advice to clients. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience in relationship management, preferably in a similar indus...

Roles and Responsibility Develop and maintain strong relationships with high net worth individuals and businesses. Provide tailored financial solutions and services to meet clients' needs. Identify new business opportunities and grow the existing client base. Collaborate with internal teams to deliver exceptional customer service. Stay updated on market trends and competitor activity to provide informed advice. Manage and analyze client portfolios to ensure optimal performance. Job Requirements Proven experience in private banking or a related field, with a minimum of 8 years of experience. Strong knowledge of financial products and services, including investment and wealth management. Excel...

To lead a team of Partners/Relationship Leaders at the location and be responsible for managing Key Clients HNIs and Ultra HNIs in order to provide expert relationship management experience (Domain Expert) • In liaison with the Corporate and Institutional Banking team, to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors of organizations. • Be proactive in converting the Richest Individuals base at the location especially the base listed as Top 500 Richest Indians in India In synergy with corporate banking • Anticipate and be continually sensitive to the shifting customer expectations and initiate appropriate measures to ensure that...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their financial goals and provide tailored solutions. Identify new business opportunities and expand existing client relationships through effective sales strategies. Collaborate with internal teams to ensure seamless delivery of services and products to clients. Provide exceptional customer service and promptly resolve client queries and concerns. Stay updated on market trends and competitor activity to offer informed advice to clients. Achieve sales targets and contribute to the growth of the organization. Job Requirements Proven experience in relationship management, preferably in a similar indus...

We offer an exciting opportunity to shape the future of user experience through impactful design leadership. As an Experience Design Vice President in Wealth Management, you will play a pivotal role in shaping user experiences across our products and services. You will leverage your expertise in design and research to lead strategic initiatives, collaborate with cross-functional teams, and foster a culture of inclusivity and accessibility. Job responsibilities Develop and execute design and research strategies for complex projects, ensuring alignment with business objectives and user needs Lead end-to-end design initiatives, including diagramming service flows, designing wireframes, and prot...

At Barclays, we don t just adapt to the future - we shape it. Embark on a transformative journey as VP - Engineering Lead, Private Bank & Wealth Management (PBWM) in Client Lifecycle Management (CLM) as the Engineering Manager (VP) for Valpre, our flagship colleague experience platform that unifies CLM journeys through a single, build once, use everywhere framework. Valpre simplifies fragmented colleague journeys, consolidates 20+ touchpoints, and accelerates onboarding and servicing across PBWM. You will lead the engineering squads building and operating Valpre spanning the WebApp Bridge, micro frontends, xAPI/entitlements, domain APIs, and the central API Gateway to deliver secure, resilie...

Roles and Responsibility Develop and implement comprehensive financial plans for high net worth individuals and businesses. Provide expert advice on investment strategies, wealth management, and portfolio planning. Build and maintain strong relationships with clients to understand their financial goals and objectives. Collaborate with internal teams to deliver exceptional client service and support. Identify new business opportunities and grow existing client relationships through effective sales and marketing efforts. Stay current with market trends and regulatory changes to provide informed guidance to clients. Job Requirements Proven experience in private banking or wealth management with...

Roles and Responsibility Develop and maintain strong relationships with clients to understand their needs and provide tailored solutions. Identify new business opportunities and grow existing client relationships through effective sales strategies. Collaborate with internal teams to deliver exceptional customer service and support. Analyze market trends and competitor activity to stay ahead in the industry. Provide expert advice and guidance to clients on various financial products and services. Manage and prioritize multiple tasks and projects in a fast-paced environment. Job Requirements Proven experience as an Executive Relationship Manager or in a similar role. Strong understanding of fi...

Roles and Responsibility Develop and implement comprehensive financial plans for high net worth individuals and businesses. Provide expert advice on investment strategies, wealth management, and portfolio planning. Build and maintain strong relationships with clients to understand their financial goals and objectives. Collaborate with internal teams to deliver exceptional client service and support. Identify new business opportunities and grow existing client relationships through effective sales and marketing efforts. Stay current with market trends and regulatory changes to provide informed guidance to clients. Job Requirements Proven experience in private banking or wealth management with...

Job description Designation- Sr Manager/ Manager/ Wealth Management Job Profile: Develop and provide solutions to the clients basis their requirements Conduct timely and regular follow-up with the leads and tag them on broadcasts and news articles Increase client base by meeting new clients, taking reference from the existing investors and thereby building AUM Initiate portfolio review of the existing investors in a timely manner Upsell and Cross sell products to the existing investors and keep them updated on the primary and secondary market trends Share regular updates with the investors with regards to the schemes, research papers, etc. Conduct regular marketing activities in coordination...

Roles and Responsibility Develop and implement comprehensive financial plans for high net worth individuals and businesses. Build and maintain strong relationships with existing clients to increase business growth. Identify new business opportunities and expand the client base. Provide expert advice on investment products, wealth management, and other financial services. Collaborate with internal teams to deliver exceptional customer service and support. Stay up-to-date with market trends and regulatory changes to ensure compliance. Job Requirements Proven experience in private banking or a related field with a minimum of 5 years of experience. Strong knowledge of financial products, includi...

What are you expected to do? Be both highly technical and an effective people manager Set clear expectations and goals for people in your team and be heavily invested in their accelerated growth Participate and influence technical design, code reviews and overall system architecture. Be a subject matter expert in at least one product domain Lead teams that own multiple goals in an ambiguous or high-impact area Work with your team and cross functional partners to define and influence strategy Collaborate with various functions, drive engineering initiatives and create clear business impact What are we looking for? BE/BTech in CS, EC 7+ years of hands-on software design and development experie...

Roles and Responsibility Manage and maintain strong relationships with high net worth individuals and businesses. Develop and implement effective sales strategies to achieve business goals. Provide exceptional customer service and support to existing clients. Identify new business opportunities and expand the client base. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity. Job Requirements Proven experience in banking or relationship management, preferably in a similar role. Strong knowledge of financial products and services, including investment and wealth management. Excellent communication and...

Role & responsibilities Responsible for acquiring preferred clients (Affluent & Super Affluent). Maintaining client relationships and generating AUM (Mutual Funds, PMS, Structured Products) from preferred clients. Advising Affluent & Super Affluent clients on their investments and managing their overall financial portfolio. Deepening the wallet from existing clients. Track the Affluent & Super Affluent Client segment in the market for new client acquisition. Research, investigate and update themselves on available investment opportunities/financial market trends. Coordinate with product and research team (Centralize CFP Team) for taking investment decisions for the clients. Conduct and assis...

Roles and Responsibility Manage and maintain strong relationships with high net worth individuals and businesses. Develop and implement effective sales strategies to achieve business goals. Provide exceptional customer service and support to existing clients. Identify new business opportunities and expand the client base. Collaborate with internal teams to ensure seamless delivery of products and services. Stay up-to-date with industry trends and competitor activity. Job Requirements Proven experience in banking or relationship management, preferably in a similar role. Strong knowledge of financial products and services, including investment and wealth management. Excellent communication and...

Roles and Responsibility Manage and execute trades efficiently. Develop and maintain client relationships to understand their investment goals. Provide expert advice on ETF products and services. Stay updated with market trends and regulatory changes. Collaborate with internal teams to achieve business objectives. Analyze trade data to optimize performance and minimize risk. Job Requirements Strong knowledge of ETF products and services. Excellent communication and interpersonal skills. Ability to work in a fast-paced environment and meet deadlines. Strong analytical and problem-solving skills. Experience working with clients to understand their investment goals. Familiarity with industry re...

JOB SUMMARY AND RESPONSIBILITIES The role will consist of being a member of the Global Alternative Investment Client Service team (part of Global Shareholder Services) providing excellent Client Service to investors from Europe and Asia regions in relation to the Goldman Sachs Offshore Hedge and Private Equity Funds. The role will require being proactive in providing world class Client Service and identifying Client Service enhancements with a view to evolving those ideas into implementation or making recommendations to Management. The role also involves working closely with the various Distribution Channels and other departments within the firm to improve client experience and/or improve ef...

Role Description & Responsibilities AF is currently seeking Analysts to specialize in asset management across our portfolio and overall portfolio monitoring, a critical element of the overall investment process. This position description is intended to describe the duties most frequently performed by an individual in this position: Produce and present periodic portfolio company monitoring, including but not limited to asset performance, comparison vs. underwriting case, and key company developments, particularly those with implications for investment performance Maintain portfolio company models as part of the asset management process Track company compliance with financial covenants Prepare...

WEALTH MANAGEMENT Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology...

Join us as a Controls Testing Manager In this role, you ll support and be responsible for the delivery of the regular testing of key controls and files, and the completion of targeted control reviews for a franchise or function Working closely with the relevant business areas and other business controls teams, you ll make sure that findings from reviews are escalated and robust action plans are agreed and driven forward with key stakeholders This highly collaborative role provides an opportunity to develop your skillset and raise your profile across the bank We are offering this role at associate level What youll do We ll look to you to ensure the timely completion of all appropriate risk is...

We are seeking a Consultant to join our newly established Centralized 1LoD Control Testing function (1LoD Testing). This 1LOD Testing team aims to standardize and enhance our control testing practices across all Business Units and Corporate Functions. As a key member of this team, you will play a pivotal role in supporting risk management activities across the organization. This includes the opportunity to be immersed across multiple operational and compliance areas, with opportunities to specialize in specific areas of interest. This role will operate under general supervision; however, will primarily work independently to actively execute control test plans. Regular activities include a ri...

Tax Compliance Run all day-to-day Direct + Indirect tax compliances smoothly and on time. Build a predictable, no-surprises compliance engine. Technical support and undertaking detailed research on complex tax issues Tax Returns Filings Prepare/review monthly, quarterly, and annual returns and filings. Work with internal teams + external consultants to ensure accuracy and timely submissions. Dealing with tax authorities and liaising with counsels Tax Reconciliations Own periodic tax reconciliations, GL reviews, and tax-related control checks. Keep our books clean and audit-ready at all times. Tax Planning Optimization Spot opportunities to optimize taxes within the regulatory framework. Part...

Come join us if you want to create exceptional client experiences, improve operational efficiencies, and reduce risk through AI in global private bank We have an exciting and rewarding opportunity for you to take your software engineering career to the next level. As an Applied AI/ML Vice President within Asset & Wealth Management, you will utilize your quantitative, data science, and analytical skills to tackle complex problems. Your role will involve collaborating with various teams to design, develop, evaluate, and execute data science and analytical solutions, all while maintaining a deep functional understanding of the business problem at hand. Your responsibilities will also include da...

About the Department: The Performance & Attribution team acts as the subject matter expert for performance, attribution, characteristics, and ex-post risk statistics. We maintain systems and data flows to deliver accurate, timely reports for global stakeholders. Working here means collaborating with portfolio managers, client services, and risk teams across time zones, gaining deep expertise in investment analytics and process optimization. How You Will Add Value You will analyze and report fixed income portfolio performance, attribution, and risk statistics. You will act as a subject matter expert in performance and attribution analytics. You will validate data and resolve exceptions to ens...

Job description Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 2.as per the assigned database, generation of fresh leads through reference to shore up the clientele ,3 Regular feedback and review sessions with the team to improve business volume and New client acquisition 4. To coach & mentor the sales team and lead them to achieve the targets 5. Take steps for development of long term relationship/association with the key/potential Investors in order to generate repetitive business 6. Able to close sales call by working closely with RMs whenever required 7. Ensuring the team delivers highest level of service to clients/HNI customers ...