10272 Wealth Management Jobs - Page 9

Dear Candidates !! Greetings from Muthoot Fincorp Ltd !! We have urgent Requirement of State Head (Leadership position ) in Wealth Management Department . Age : 21- 42 years Offered CTC - As per market Standards Minimum Qualifications and Experience: Post Graduate MBA in any specialisation 12 to 15 years years experience in BFSI/NBFC sector in insurance industry in Wealth Management is must required. Having Wide Experience in working in these Specific locations - Uttar-Pradesh , Uttarakhand , Bihar & Purvanchal Key Responsibilities - Responsible for execution of wealth management strategy by managing a team of wealth managers in the assigned territory to build awareness of product offerings ...

Role Description : As a Software Engineer - ETL - PySpark, SparkSQL at Incedo, you will be responsible for designing and developing ETL workflows to extract, transform, and load data from various sources to target systems. You will work with data analysts and architects to understand business requirements and translate them into technical solutions. You will be skilled in ETL tools such as Informatica or Talend and have experience in programming languages such as PySpark, SparkSQL. You will be responsible for writing efficient and reliable code that is easy to maintain and troubleshoot. Roles & Responsibilities : Develop, maintain, and enhance software applications for Extract, Transform, an...

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. International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, fami...

Seeking a detail-oriented Portfolio Analyst to support investment decision-making. Responsibilities include retirement & goal planning, client portfolio analysis, asset allocation, reviews, and reporting to drive financial goals. Required Candidate profile CFP or finance professionals with 2+ years’ experience in financial planning, mutual funds, investment reviews & client servicing Strong analytical skills, goal-based planning knowledge

Head of Research with deep mutual fund expertise. Lead fund analysis, whitelist creation, asset allocation insights & fund manager interactions. Drive investment strategy, communication & compliance excellence. Required Candidate profile 5+ yrs in MF/Wealth/AMC Strong in fund evaluation, analytics, macro trends & asset allocation Excell communication, Excel & MF tools knowledge. MBA/CFA/CFP/CA preferred send CV at priyam@successr.in

Post: Regional Head Educational Qualification (As on 01.05.2025) Mandatory: Graduates from Government recognised University or Institution Preferred Qualification: MBA (Banking/ Finance/ Marketing) with 60% from recognized University or Institution. CFP / CFA / NISM V-A /NISM Investment Advisor / NISM 21-A Post-Qualification Experience (As on 01.05.2025) Essential Experience: (as explained above) ? Post Qualification Experience of Minimum 12+ years of experience in relationship management preferably in wealth management with leading Public / Private / Foreign Banks / Wealth Management Firms / AMCs ? 5+ years of experience in leading a large team of Relationship Managers or a Team Lead prefer...

Walk in Interviews - Retail Branch Banking -11th Nov 2025- Hyderabad. Job Location: Across Hyderabad Branches. Job Roles: 1. Imperia Relationship Managers 2. Preferred Relationship Managers 3. Personal Banker Classic 4. Customer Care Executives Role & responsibilities Responsible for including HNI customers into the Preferred programme and offering them a superior customer experience to enhance the profitability of the relationship by increasing the relationship size, cross selling the right products, acquiring family a/cs, retaining and enhancing the relationship. The RM is also responsible for acquiring new to Bank Imperia relationships. To be a one point contact for all his financial need...

Role & responsibilities Act as the primary point of contact for a portfolio of NRI clients, understanding their banking and investment needs. Provide inputs on a wide range of financial products including NRI accounts, deposits, mutual funds, insurance and investment options. Maintain proactive communication with clients through calls, emails and virtual meetings to foster engagement and loyalty. Identify opportunities for cross-selling and up-selling financial products based on client profiles and goals. Collaborate with internal teams to ensure seamless processing of client requests and resolution of issues. Participate in NRI client acquisition drives, events, and outreach programs as nee...

As a candidate for the role of managing Key Clients HNIs and Ultra HNIs at Yes Bank, your responsibilities will include: - Providing expert relationship management experience to Key Clients HNIs and Ultra HNIs. - Collaborating with the Corporate and Institutional Banking team to drive the acquisition of Personal Banking and Wealth Management relationships for Owner/ Promotors/ Directors/ CFOs/ Corporate Treasuries Wealth. - Anticipating and being sensitive to shifting customer expectations and taking appropriate measures to ensure that Yes Bank stays ahead of competitors. - Maintaining a strong working knowledge of client portfolios/products to gain business wallet share from HNI and Ultra H...

As a Business Strategy Consultant/Intern, you will be responsible for conceptualizing and establishing a new department within the Wealth Management business. Your primary goal will be to identify untapped prospects, evaluate business models, and create a structured plan for the launch and expansion of the department. The engagement will be project-based and outcome-driven, culminating in a comprehensive business plan and execution roadmap. Key Responsibilities: - Conduct a thorough examination of the loans industry landscape, including developing trends, regulatory environment, and customer expectations. - Benchmark major players in India and worldwide to identify new business models, servi...

One of the Top 5 Finance Companies is looking for 45+ Aged Indians Citizens who aspire to generate 2nd income Leadership/People Management skills Unlimited earning potential without investment Full office support and employee benefits Required Candidate profile Prospects shall be briefed virtually on Zoom Call All Indian Citizens around 45+ years preferred Should possess good interpersonal skills & Team handling Must be comfortable in Hindi and English

Role Overview: As a Financial Planning Specialist in Finnovate, you will play a crucial role in empowering individuals with financial knowledge and guiding them towards making smart financial decisions for a secure future. Your expertise in financial planning, investment strategies, and wealth management will be key in providing tailored solutions to meet client needs. Key Responsibilities: - Build strong relationships with clients by understanding their goals and offering personalized financial solutions. - Guide individuals in making informed financial decisions for long-term financial well-being. - Provide expert insights on financial planning, investment strategies, and wealth management...

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 breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Manage...

Position Overview Job Title: Client-Facing Product & Solutions Specialist, VP Location: Mumbai, India Role Description Managing all the investment advisory mandates across India Able to formulate various asset class views (Equity, Debt & Multi-asset) views based on the existing house view on these asset classes and providing advice on the same to clients. Periodic portfolio reviews / meetings with clients under advisory covering presentations, performance updates, investment research & market updates, day-to-day investment related information, investment ideas etc. What We'll Offer You As part of our flexible scheme, here are just some of the benefits that you'll enjoy Best in class leave po...

Educational Qualification (as on 01.05.2025): Mandatory: Graduate / Postgraduate from a Government recognized University / Institution or reputed college. Preferred: CA, CFA, CFP, or NISM (Investment Advisor / Research Analyst / 21-A) certifications. Experience (as on 01.05.2025): Essential: Minimum 15 years of relevant experience in financial services, investment advisory, product development, and private banking. Out of which, at least 8 years in Wealth Management . Preferred: Expertise in equity, PMS, AIF, and mutual funds. Proven experience in product structuring and development for high-net-worth clients. Leadership experience managing investment professionals at a national level. Stron...

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...

Some Careers Open More Doors Than Others. If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs. International Wealth and Premier Banking provides a leading premium proposition through Premier Banking and, together wi...

Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC, 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 8. Create awarenes...

Dear Candidate, JD for -CEC Key Accountabilities 1. To up sell MF products to Retail/HNI Clients of AMC , 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 8. Create awarene...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Investment Specialist (IS) Leading Public Sector Bank Location: Pan India Experience: Minimum 6 years (Post-qualification) Education: Post Graduate / CA / CFA or equivalent Industry: Banking / Financial Services / Wealth Management Functional Area: Investment Advisory / Wealth Management / Relationship Management Employment Type: Full Time, Permanent Job Description A leading Public Sector Bank is inviting applications from experienced professionals for the role of Investment Specialist (IS) in its Wealth Management vertical. The position offers an excellent opportunity to work in a dynamic environment providing investment advisory services to high-net-worth and retail clients. Key Responsib...

Hi, Greetings from SketchHR Manpower Consultancy (www.sketchhr.com)! We are currently hiring for the position of Private Wealth Manager (ranging from Mid to SVP level ) for one of our leading clients in the Private Wealth Management industry. Our client is one of the leading Private Wealth Management firms , currently expanding its footprint across multiple geographies in India. The firm carries forward the groups core values of Knowledge, Integrity, Trust, and Transparency, and serves affluent families, business owners/promoters, family offices, new-age entrepreneurs, and CXOs. Its business offering is designed to help clients create, preserve, and transition wealth across generations, buil...

JOB RESPONSIBILITIES- Driving the retail business in his region/area. Leading the Branch Managers, Assistant Branch Managers and the entire Branch team. Manage relationships across the set of HNI clients. Cross Sell TPP and Investment Products

Key Responsibilities:- Business Generation & Result Orientation Identifies business opportunities and generate leads through Bank Branches by actively participating in Bank Branch operations etc. Sells product by establishing contacts with the leads and developing relationships with the prospect; recommending solutions Maintains relationship with clients by providing support, information, and guidance; researching and recommending new opportunities. Identifies product improvements by remaining current on industry trends, market activities, and competitors Makes presentation to prospective clients with high energy level Plans and meets sales goals month on month Prepares report by collecting,...