112998 Wealth-management Jobs

Companies
Job Description: JOB DESCRIPTION :- Track the Affluent Super Affluent Client segment in the market for new client acquisition. Manage relationship and generate business from the existing clients. Engage clients in meaningful conversations about their finances and take active interest in the... Read More
Annual Salary: Not Mentioned
19 days ago
Interested?

Sign up and apply through an internal contact who'll help you during the process.

Companies
Job Description: Roles and Responsibilities Hiring for TEST ANALYST (QA/BA) into " WEALTH MANAGEMENT & INVESTMENT BANKING ONLY "for Team lead & Team Manager ROLE.* Mandate experience of 3+ yrs as a Test Analyst (QA/BA).* Should have worked as a Team Lead for 1+ yrs.* Should have experience or Kn... Read More
Annual Salary: Not Mentioned
4 days ago
Companies
Job Description: Hiring for TEST ANALYST (QA/BA) into " WEALTH MANAGEMENT & INVESTMENT BANKING ONLY " for Team lead. * 3+ yrs as a Test Analyst (QA/BA) * Team Lead 1+ yr exp *Experience in "T24-Temenos" *SQL & UNIX Tools *Work Location : PUNE
Annual Salary: Not Mentioned
4 days ago
Companies
Job Description: - Primarily responsible for business development through mutual funds, Insurance & PMS through unbiased & highquality expert advisory-To develop new customer & business relationships for the Company. Service & manage existing relationships.
Annual Salary (INR): 200,000 - 350,000
13 days ago
Job Description: Project Role : Business and Integration Architect Project Role Description : Work directly with the client gathering requirements to align technology with business strategy and goals and. Experts internally and externally for their deep functional or industry expertise, domain... Read More
Annual Salary: Not Mentioned
24 days ago
Companies
Job Description: Roles and ResponsibilitiesTo offer. Asset Allocation Advice to Clients depending on their risk profile.Sales of financial products (Stocks (cash and derivatives), MFs, IPOs, Bonds, etc.) to HNIs /corporates through direct channel.Prepare product strategy/notes, data sheets/worksheets of... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: Roles and ResponsibilitiesJob Location: Chennai, Bangalore, Hyderabad Core Responsibilities:Private Wealth Sales experience of minimum 5+ years with reputed bank or Non Bank wealth management platformOpen for Acquisition, Cold Calling, Database BuildingShould have existing HNI / UHNI Cl... Read More
Annual Salary: Not Mentioned
1 month ago
Job Description: JD For Relationship Manager_Wealth ManagementPosition Title :  Relationship ManagerBusiness Group: Wealth Management, Retail Banking Group (RBG)Background: ICICI Bank Wealth Management offers banking and investment services to HNI(High Net Worth individual) customers of the bank. Relati... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Roles and Responsibilities Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seam... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Position : Sr. Dot Net developerExperience : 4 to 7 yearsJob Location : Greater HyderabadRole : Individual ContributorQualification : Any Engineering Graduate or Any other equivalentWhat you will do :- Design, develop and maintain client-side (web based) software, in an Agile environmen... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Job Description :1. Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus2.Financial Planning (FP) and Portfolio Services3.Execution of transactions post FP and on periodical basis4. Manage Private Wealth, PMS and AIF fund related queries5. Ensure delivery of variou... Read More
Annual Salary: Not Mentioned
2 months ago
Interested?

Sign up and apply through an internal contact who'll help you during the process.

Companies
Job Description: Roles and ResponsibilitiesNature of Relevant Work Experience Required Private Banking / Wealth Management experience in a Bank / Investment Advisory firm / Brokerage House / Boutique Wealth Management firmManage (retain and enhance) the relationships with customers, their family and bus... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Roles and Responsibilities Business Development, Portfolio Performance Analysis, Portfolio Modeling, Portfolio Management and Business Analytics, Financial Analyst, Wealth Management Address HNI clients for investment requirements, through exclusive product bouquet and superior and seam... Read More
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Roles and Responsibilities - Portfolio Management of High NetWorth Clients. Solving queries and providing best solution. Meeting clients and work with a team to deliver best experience to client. Desired Candidate Profile - Candidate should have good communication skills and an attitud... Read More
Annual Salary (INR): 250,000 - 300,000
2 months ago
Companies
Job Description: Hiring a Wealth manager for Leading Financial Services in Hyderabad and Chennai. Preferred for HNI Client Handling, Portfolio Management, Wealth Management,
Annual Salary: Not Mentioned
2 months ago
Companies
Job Description: Roles and Responsibilities : Advising &selling clients on financial products and services.Providing tax planning services.Providing Life planning solutions. Desired Candidate Profile : Degree in Finance, Economics, Management, or related field.Previous experience in Financial or In... Read More
Annual Salary (INR): 300,000 - 500,000
1 month ago
Companies
Job Description: Roles and Responsibilities- Candidates must have a minimum of 2 years to maximum 10 years of experience selling Equity / PMS (Portfolio Management Services) / Mutual Fund directly to HNI and UHNI clients.- Must have his own strong client base / book selling financial products.- Must be ... Read More
Annual Salary: Not Mentioned
1 month ago
Companies
Job Description: Roles and Responsibilities -Mutual Funds-Equity -Fix Deposits-Insurance-Wealth ManagementDesired Candidate Profile Minimum Graduate. Extra qualification/certification in financial market will be added advantage Share your CV - hrd@almondz.com
Annual Salary (INR): 200,000 - 450,000
25 days ago
Companies
Job Description: Roles and ResponsibilitiesAcquire HNI clients and manage their relationships to deepen our share of wallet. Focus on managing customers wealth and investments through overall portfolio management, financial planning and providing investment options including PMS & structured product... Read More
Annual Salary (INR): 600,000 - 1,200,000
2 months ago
Companies
Job Description: Acquisitions of New HNI Clients for multiple financial products which includes portfolio management, Mutual Funds, Share market, financial planning etc. Making sound marketing strategies for client acquisition and retention. Ensuring client satisfaction by building good relationshi... Read More
Annual Salary: Not Mentioned
2 months ago