53442 Wealth-management Jobs

Job Description: Project Role : Business and Integration Practitioner Project Role Description : Work directly with the client gathering requirements to analyze, design and/or implement technology best practice business changes to technology with business strategy and goals. Must Have Skills... Read More
Annual Salary: Not Mentioned
4 days ago
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Job Description: Project Role : Application Designer Project Role Description : Assist in defining requirements and designing applications to meet business process and application requirements. Must Have Skills : Wealth Management Advisory Solutions Good To Have Skills : No Industry Spe... Read More
Annual Salary: Not Mentioned
4 days ago
Companies
Job Description: The T24 BA Wealth Managements have experience in T24 private wealth management, T24 business models and should have Knowledge about account creation, portfolio management, Global market and Banks Regulations. Roles & responsibilities: Providing T24 solutions to suit the bank’s req... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: Investment Experience is mustbranch Revenue targets from DistributionRenewals of life insurance / general insuranceInteraction with HNIsRisk containment and Audit of dealer desks
Annual Salary (INR): 200,000 - 650,000
2 months ago
Companies
Job Description: DescriptionJefferies Wealth Management is actively seeking to hire an Analyst to join our New York office.Responsibilities:Primarily responsible to provide business analysis support, and assist the COO function in daily support, operation, and strategic activities. This includes the wil... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Exp wealth Management / Wealth Products / PMS / Mutual fund / Equity / Insurance. manage aportfolios s best available opportunities that maximize their risk adjusted returns.Knowledge / Interest in Investing and Indian Equity Market.
Annual Salary: Not Mentioned
28 days ago
Companies
Job Description: Will be responsible for Mutual fund, NPS, PMS Term Insurance Sales through Channel Partners (Nationalized Banks) and personal references, Relationship Management with Banks for a continuous revenue pipeline, Will also take care Insurance SalesRequired Candidate profileGraduate / MBA wi... Read More
Annual Salary (INR): 500,000 - 1,500,000
2 months ago
Job Description: .Requirements -Candidate should have at least 2 years of experience in sales.(Equity/PMS/MF/AIF)Should have a strong database of HNI/UHNI/NRI Clients.Responsibilities -Responsible for primarily selling Equity based investment products.Responsible for identifying customer needs, assessi... Read More
Annual Salary (INR): 400,000 - 900,000
2 months ago
Companies
Job Description: Job Description:Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs ClientsProfiling Customers and provide ... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: Job Description:Assisting the development and implementation of marketing plans for acquiring new customers in the corporate space and formulate acquisition initiatives.Acquisition and Handling a group of HNI( High Net Worth Exclusive) and UHNIs ClientsProfiling Customers and provide ... Read More
Annual Salary: Not Mentioned
1 month ago
Job Description: Greetings!!We are hiring @ VIRTUSA.Exp: 7-11yrsLocation : CHN/HYD/LOCATIONJob Description: • 9+ Years of professional experience in banking , Wealth Management Platform projects and Functional Automation Testing. • Should have experience in Advent Syncova v20.1, Investrack, Tradex v19.2... Read More
Annual Salary (INR): 800,000 - 1,400,000
24 days ago
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Companies
Job Description: Looking for a dynamic self-driven person to acquire and service HNI clients for the newly set-up wealth management division of a full services financial advisory firm set-up by a senior investment banker.Job Responsibilities:Identifying customer needs, assessing their risk appetite and ... Read More
Annual Salary: Not Mentioned
2 months ago
Job Description: Associate Responsibilities Include: Providing coverage on an as-needed basis Analysis of a suite of controls that cover many areas of Risk Identifying possible patterns and trends with the reviews Participate in meetings with local and US supervisory ... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Roles and ResponsibilitiesOpening with a BankJob Description :- Nurture and manage end to end customer relationship by fulfilling all their banking needs through wealth solutions provided by bank- Provide a seamless banking experience from a product and interpersonal point of view- Achi... Read More
Annual Salary: Not Mentioned
4 days ago
Companies
Job Description: As a member of our Software Engineering Group, we look first and foremost for people who are passionate around solving business problems through innovation and engineering practices. You'll be required to apply your depth of knowledge and expertise to all aspects of the software develop... Read More
Annual Salary: Not Mentioned
6 days ago
Companies
Job Description: - Client Account Management- Review customer needs and asset allocation, pro-actively engage with the customer to validate the understanding of the needs.- Advise customers to enrich the relationships by mobilizing additional funds and sell other fee based products/services based o... Read More
Annual Salary: Not Mentioned
28 days ago
Companies
Job Description: Job Description:-1. Responsible for managing a set of existing portfolio and achieving assigned targets.2. Responsible for acquiring NTB customers and generating reference business from existing clients.3. Enhancing the revenue from existing portfolios by providing apt banking solutions... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: Good oppertunity for Wealth Management Domain Consultant / Business Analyst , details below : Location: ChennaiNotice Period: Max 30 Days (Immediate joiners preferable)Experience: 3-9yearsDescription:Domain Consultant Wealth Management (WM) will be responsible for requirement elicitat... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: Team Leading Exposure in Acquisition of New HNI clients & Servicing, knowledge of PMS ,MF,Equity and investment products ,existing portfolio of hni clients candidates given preference.Self Motivated & AMFI certified. MBA with relevant field expreince. MBA with relevant ... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: To conceptualize, implement and monitor strategic projects using the Core Lending and wealth management platforms, Mobile solutions and Digital platformsProject Management activitiesCoordinate development of business processes/ requirements in collaboration with ... Read More
Annual Salary (INR): 2,000,000 - 2,500,000
1 month ago