10272 Wealth Management Jobs - Page 5

Role & responsibilities: • Achieve revenue targets • Acquire new accounts per annum with a minimum margin per account. • Actively prospect and engage in client acquisition efforts to grow the business. • Build deep relationships with clients, identify their investment goals, and offer solutions that best match their needs. • Perform regular portfolio reviews to ensure client investment objectives are met. • Attend team meetings and contribute to the team's success by sharing experiences and client feedback. • Maintain a high-level of product knowledge and stay informed with industry trends and changes. • Sell and distribute products such as Mutual funds, Portfolio management services, Altern...

Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and ana...

Job Responsibilities: • Actively manage a portfolio of HNI/corporate clients to achieve targeted Active AUM (Assets Under Management). • Understand and assess client investment needs and risk appetite to provide personalized financial advice. • Deliver timely market updates and portfolio reviews to clients based on macro/microeconomic changes. • Ensure revenue generation through cross-selling and upselling, while maintaining focus on client profitability. • Conduct regular client meetings and ensure they are logged in the meeting tracker. • Maintain a client mining focus to increase wallet share and deepen existing relationships. • Disseminate investment ideas, stock recommendations, and ana...

Urgent Hiring in Top Affluent Relationship Manager in Top Broking companiesHaving a experience To acquire a new hni Client Having a experience cross sales PMS , Mutual funds aifHaving a very good knowledge for Wealth Product

Build and nurture client relationships, understand financial goals, and identify new business through referrals. Advise on unlisted shares, pre-IPO opportunities, and corporate or government bonds to optimize client portfolios Sales incentives

Role Overview: As a Referral Associate at Money Voyage, you will have the exciting opportunity to join a network that aims to simplify investments for individuals, families, and professionals. You will be an integral part of our mission to provide access to premium financial products from Motilal Oswal Financial Services Ltd. (MOFSL) while earning income without any investment. Key Responsibilities: - Utilize your prior banking or insurance experience to excel in this role. - Act as a referral associate to promote and facilitate the use of premium financial products from MOFSL. Qualifications Required: - Professionals with prior banking or insurance experience are welcome to join as Referral...

As a Business Analyst with over 8 years of total working experience, including 5+ years in securities and wealth management, your role will involve: - Demonstrating deep knowledge and experience in AA & Lending and Collateral management functionalities and workflows. - Utilizing extensive experience with Temenos Transact (T24) implementation and customization projects. - Showcasing proven experience in Temenos Transact / T24 modules covering all market products. - Highlighting a successful track record of project delivery in the financial services industry. - Applying strong understanding of AA to drive effective analysis and problem-solving. - Utilizing excellent analytical, problem-solving...

Role Overview: As a Wealth Manager at DBS Consumer Banking Group, your main goal is to deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures clients with AUM > INR 20 Million. You will be responsible for managing and maintaining high customer satisfaction levels through proactive client engagement, relationship management, and cross-selling of DBS products and services. Additionally, you will play a crucial role in driving exemplary customer service and ensuring internal and regulatory compliance. Key Responsibilities: - Acquire and upgrade quality Treasures clients in the branch location areas - Deepen wallet share of existing customers through rete...

Role Overview: As an Investment Portfolio Manager, your primary role will be to define investment strategies and asset allocation based on prevailing market conditions. You will need to stay updated with equity and debt markets by reviewing investment reports and participating in con-calls. Additionally, you will be responsible for developing and managing fund selection models, conducting product due diligence, and setting financial goals for clients. Your expertise will be crucial in asset allocation, portfolio construction, and periodic portfolio reviews and rebalancing. Moreover, you will collaborate with the sales team to enhance product penetration through research support. Key Responsi...

As a Data Validation Specialist at Addepar, your primary responsibility will be to support the data conversion for new Addepar clients. You will be tasked with cross-referencing large sets of financial data between spreadsheets and systems to ensure accuracy during onboarding. Your meticulous attention to detail and clear documentation will be crucial in identifying and tracking any inconsistencies. This role is non-client-facing and requires focus, consistency, and comfort with repetitive tasks. If you enjoy working with data in a structured manner and take pride in ensuring accuracy, this role is a great fit for you. **Role Overview:** - **Dive Deep into Data:** Review and compare client d...

Role Overview: You will be a First Wealth Relationship Manager at IDFC FIRST Bank in Surat, managing a portfolio of high-net-worth clients by providing tailored financial solutions to meet their wealth management needs. Your daily responsibilities will include building and nurturing relationships, identifying client needs, advising on investment opportunities, ensuring compliance with financial regulations, and meeting revenue and client satisfaction targets. As a trusted advisor, you will collaborate with internal teams to deliver seamless banking and wealth management services. Key Responsibilities: - Manage and grow a portfolio of high-net-worth clients - Deliver tailored financial soluti...

Join Our Team at D. R. Doshi & Co. Open Positions: - Manager: 1 Vacancy - Article Assistants: 3 Vacancies Location: Ghatkopar, Mumbai Role: Full-time, On-site About Us: D. R. Doshi & Co. is a Chartered Accountancy firm in Ghatkopar, Mumbai, with over 30 years of expertise in tax, regulatory, and business advisory services. Our team delivers innovative solutions to complex challenges while maintaining the highest standards of professionalism and ethics. Position: Manager (Corporate Practice) As a Manager in Corporate Practice, you will be responsible for overseeing and managing the financial operations and compliance activities of the clients. You will be the face of the firm for the client a...

Product Engineer Experience: 12+ years Location: Chennai/Pune/Mumbai/Bangalore/Ahmedabad/Coimbatore/Dehradun Notice: Immediate to 15 days Domain: (At least one) Wealth Management/Financial Services, Advisory, Share Dealing We are seeking a highly skilled Product Engineer to design, develop, test and maintain our comprehensive wealth management product and who has knowledge of the complete product development lifecycle. He would be responsible for managing and overseeing the product development process. We are looking for candidates with Bachelor's degree in computer science or related field. 10+ years of experience that involves product development using cutting edge technology stack, prefer...

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Wealth Relationship Manager, located in Kochi. The Wealth Relationship Manager will build and nurture client relationships, offer financial solutions tailored to client needs, and ensure accurate and timely management of investment portfolios. Responsibilities include client acquisition, cross-selling financial products, providing periodic portfolio reviews, and addressing client concerns. The role requires effective collaboration with internal teams to deliver seamless client service. Qualifications Wealth Management, Financial Planning, and Investment Advisory experience Client Re...

About Us PlusWealth Capital Management LLP is a proprietary high-frequency trading firm, active in multiple markets including equities, options, and futures. We thrive on building cutting edge, data-driven, and tech-based trading algorithms. As a dynamic, machine-learning oriented trading platform, we embody the ethos of THINK. TECH. TRADE. We have successfully managed an AIF for the last 3 years and, with the recent launch of our PMS, we are further expanding our presence within the AMC space. If you share our vision, we'd love to have you onboard. Role Overview We are looking for a dynamic and result-oriented PMS Business Development Professional to drive growth, strengthen distribution re...

Hiring for leading investment banking firm. 1. Minimum 7 years experience in Wealth Management. 2,Should have exposure in all Wealth Instruments viz., Insurance, FD, Mutual Fund, PMS, AIF etc. 3. Aum size minimum 30 cr Perks and benefits Lucrative Incentives

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

Job Purpose To deliver exceptional volume and revenue performance by acquiring and engaging with DBS Treasures Private HNI clients having a total relationship value of 6cr INR & above. This role requires an experienced professional with a strong background in wealth management, exceptional leadership capabilities, and a proven track record in business development Job Duties & Responsibilities Establish, manage, and grow the TRV of Treasures Private Client segment by acquiring and nurturing the clients having AUM => INR 6cr Acquiring new set of promoters in small, mid, and large corporate segments / Family office/HNI to improve the overall AUM A significant part of the role will be to identif...

About the Company JM Financial Mutual Fund is one of India's first private sector mutual funds-an integral part of the first wave that commenced operations in 1993-94. We are a part of JM Financial Group, which has a rich heritage, built over four decades. We are one of the many successful companies that have emerged out of JM Financial Group's strong foundation in financial services. Our mission is to manage risk effectively while generating top quartile returns across all product categories. We believe that to cultivate investor loyalty, we must provide a safe haven for their investments. We are focussed on helping our investors realize their investment goals through prudent advice, judici...

About The Role Project Role : Business Analyst Project Role Description : Analyze an organization and design its processes and systems, assessing the business model and its integration with technology. Assess current state, identify customer requirements, and define the future state and/or business solution. Research, gather and synthesize information. Must have skills : Business Requirements Analysis Good to have skills : AWS Architecture Minimum 7.5 year(s) of experience is required Educational Qualification : 15 years full time education Must Have Skills: 7+ years experience in Capital Markets domain (Asset & Wealth management:front office processes, including research, ratings, portfolio...

About The Role Project Role : Full Stack Engineer Project Role Description : Responsible for developing and/or engineering the end-to-end features of a system, from user experience to backend code. Use development skills to deliver innovative solutions that help our clients improve the services they provide. Leverage new technologies that can be applied to solve challenging business problems with a cloud first and agile mindset. Must have skills : Amazon Web Services (AWS) Good to have skills : MySQL, Charles River Data and Position Management Minimum 3 year(s) of experience is required Educational Qualification : 15 years full time education Analyze the API end-point detail (attributes):Rev...

About The Role Skill required: Bid Management - Bid Management Designation: Bid Management Analyst Qualifications: Any Graduation Years of Experience: 3 to 5 years What would you do? At Accenture, we believe your career is about what you want to be and who you want to be. Its about bringing your skills, your curiosity, and your best true self to your work. Here, youll match your ingenuity with the latest technology to do incredible things. Together, we can create positive, long-lasting change.We Are:Sales Excellence at Accenture. We empower our people to compete, win and grow. We develop everything they need to build and mature their client portfolios, optimize their deals and enable their s...

Role Details : • Individually acquire and nurture relationships of the bank through wealth products.(Good knowledge on banking products , LI , GI, MF ) Overall Job Description Generate new business to achieve defined sales targets Build and deepen relationships with existing Wealth Customers to achieve increase in share of wallet and revenues. Provide professional customer service to achieve a high percentage of customer satisfaction and retention. Ensure ongoing self-development. Manage the portfolio to de-risk against attrition and achieve stability of book. Manage the key performance indicators at the highest level. Have complete knowledge of the customer base in terms of the profile, dem...

About The Role Skill required: Risk & Compliance - Insurance Risk Management Designation: Risk and Compliance Senior Analyst Qualifications: Any Graduation Years of Experience: 5 to 8 years What would you do? Job Title:Business Controls Operator (CL 10)Job Summary :Accenture is a leading global professional services company, providing a broad range of services and solutions in strategy, consulting, digital, technology and operations. Combining unmatched experience and specialized skills across more than 40 industries and all business functions – underpinned by the world's largest delivery network – Accenture works at the intersection of business and technology to help clients improve their p...

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. Interested can share CV to vinith.yadav@branch.sharekhan.com or Whatsapp-7338112258