23 Wealth Planning Jobs

As a Wealth Strategies & Planning Tools (WSPT) professional at Morgan Stanley, you will be based in Mumbai and will play a crucial role in supporting various financial planning activities for ultra-high net-worth and institutional clients. Your primary responsibilities will include: - Providing one-on-one training and managing the team inbox to address queries from financial advisors regarding ultra-high-net-worth planning software such as Wealth Strategies Analysis and LifeView Private Wealth Advisor. - Reviewing trust documents and extracting relevant data for use in financial plans. - Conducting ad hoc financial analyses, creating client presentations, and presenting information to financ...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP 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...

Wealth Specialists INTERNAL USAGE: No. of Vacancies: 1 Reports to: Regional Investment Counselor Is a Team leader? Y/N Team Size: Grade: SM/AVP 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...

As a Tax Services Senior in the Fiduciary Trust Tax Services practice at EY, you will have the opportunity to work on a diverse array of projects, responsibilities, and tasks. Your role will involve supporting client engagements by participating in day-to-day interactions with team members, providing high-quality work, and ensuring timely delivery of services. You will serve as a trusted advisor and role model for team members, research tax law issues, and offer advice to help clients understand risks and potential needs for additional tax services. Key Responsibilities: - Perform tax research and provide written tax advice - Prepare tax returns including Simple & Complex Forms 1041 and stat...

As a Goals-based Planning Associate at J.P. Morgan, you will have the opportunity to leverage cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies to clients. Your role will involve becoming a subject-matter expert in financial planning, guiding advisors in complex client situations, and making a meaningful impact through your work. **Key Responsibilities:** - Master J.P. Morgan's wealth planning tools and concepts, such as goals-based planning, multi-asset allocation, cash flows, tax considerations, and currency references. - Provide ongoing support to Advisor teams, addressing queries related to tools and facilitating goals-based plannin...

Role Overview: You will be joining a team of professionals with diverse international backgrounds in areas such as law, accountancy, corporate finance, and equity analysis, all with a breadth of experience in their geographical expertise. As a Private Banker, you will be responsible for managing and handling the sophisticated needs of individuals and families, building a client base using internal and external networks, and providing wealth management solutions tailored to clients" requirements. Key Responsibilities: - Identify, develop, and secure new relationships through personal and client referrals, Barclays Group internal networks, and corporate and investment banking sources - Achieve...

Manages HNI/Ultra-HNI portfolios, investments, and wealth strategies.This role involves client relationship management, portfolio optimization, and ensuring financial growth and risk mitigation.

As a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience, you will join our overseas client team in Mahape, Navi Mumbai. Your role will involve implementing a Digital Wealth platform using Comarch, where you will translate complex wealth management requirements into functional and testable deliverables to meet business objectives, regulatory standards, and customer expectations. Key Responsibilities: - Act as the primary domain expert for wealth management, digital advisory, and investment journeys - Interpret and validate business requirements across various modules such as customer overview, account funding, self-execution, portfolio view, wealth pla...

Role & responsibilities Engage with NJ Wealth clients and their families to understand their legacy aspirations, business continuity goals, and succession preferences. Develop customized estate and succession strategies, incorporating wills, trusts, family governance, nominations, and other planning tools. Partner with internal NJ Wealth teams, legal experts, and tax advisors to offer end-to-end estate planning solutions. Educate clients about the importance of wealth succession, inheritance laws, and tools to ensure smooth generational transition. Facilitate workshops and awareness sessions for clients and NJ Wealth Partners on estate planning fundamentals. Keep updated on evolving laws, ta...

As a Wealth Relationship Manager at a reputed company in India, your role will involve: - Building and maintaining strong, long-term relationships with a portfolio of high-net-worth clients. - Understanding clients" financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions. - Conducting regular portfolio reviews and recommending adjustments based on market conditions and client needs. - Working closely with internal product specialists (investment advisors, insurance experts, etc.) to deliver comprehensive financial solutions. - Proactively identifying new business opportunities through referrals, networking, and cross-selling. - Staying up...

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...

The role is based out of Mumbai and will support a variety of financial planning activities for the Wealth Strategies & Planning Tools (WSPT), a team within the Financial Planning organization of Morgan Stanley's Global Investment Office dedicated to Wealth Management's ultra-high net-worth and institutional clientele. The team has two mandates: providing clients and prospective clients with solutions that bridge their planning and investment decisions as well as supporting those solutions with quantitative analyses illustrating the tradeoffs of various strategies, and building and supporting a toolset accessible by financial advisor teams allowing them to create analyses with their own deri...

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth M...

As a Subject Matter Expert in Wealth Management, with over 12 years of experience, you will be based in Mahape, Navi Mumbai, and will play a crucial role in the successful execution of a Digital Wealth platform utilizing Comarch for our overseas client. Your primary responsibility will involve translating intricate wealth management requirements into functional and testable deliverables to ensure alignment with business objectives, regulatory standards, and customer experience expectations. Your key duties will include being the main domain expert for wealth management, digital advisory, and investment journeys. You will need to interpret and validate various business requirements related to...

We are looking for a Subject Matter Expert in Digital Wealth Management with a minimum of 12 years of experience to join our overseas client team in Mahape, Navi Mumbai. If you are someone who possesses profound knowledge in wealth management and digital advisory, and have hands-on experience with Comarch or similar platforms, we would like to hear from you. As a Wealth Management SME, you will play a crucial role in implementing a Digital Wealth platform using Comarch. Your responsibilities will include translating intricate wealth management requirements into functional and testable deliverables, ensuring they align with business objectives, regulatory standards, and customer expectations....

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...

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...

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...

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...

Greetings From Avani consulting we are hiring • To up sell ICICI Prudential MF products to Retail/HNI Clients as per the assigned database, generation of fresh leads through reference to shore up the clientele. • Preference to NISM Certified candidates with experience in managing Retail/HNI Clients, with in depth knowledge of Mutual Funds. t 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/UHN...

Greetings From Avani consulting we are hiring Role & responsibilities Key Accountabilities 1. To increase the penetration and market share of PMS products in their respective geographies 2. Liase with distributors and build rapport to increase penetration of PMS products 3. Responsible for activating dormant channel to increase sales 4. Increase visibility of PMS products among distributors 5. Responsible for PMS product training to internal RMs and distributors 6. Think Out of the box for creating more penetration and sales in PMS. 7. Handling PMS queries and services issues for all existing PMS products Preferred candidate profile Should posses effective communication and presentation skil...

Greetings from Avani consulting We are hiring Role & responsibilities - Responsible for Concept Selling across the region, leveraging through existing distributor relationships. - Responsible for Product Level targets of the region for certain specified products across Equity & Debt. - To conduct Conference Calls / Meetings with Distributors for Product, Market and Knowledge updates. - To conduct Regular Trainings & Knowledge Sessions for Internal Employees across the region. - To work with the Sales team in increasing distribution spread & Product Mix. - Support to create simpler communication on Focused Products along with Product team. - Providing critical on ground Feedback for enhancing...

Financial Planning and Investments skills Experience in Finance and Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills