Wealth Management Jobs

ProfitGate Capital Services LLP - Nagpur, Maharashtra, India

Company Description We are a boutique wealth management company Sebi licenced Portfolio Management product. We have active client base of 300+ clients across corporates, ultra HNIs and professionals

from: linkedin.com - 5 days ago

Bajaj Capital Ltd - Lucknow, Uttar Pradesh, India (+1 location)

and features and generate leads. Knowledge: Product Knowledge have a detailed knowledge of all products related to Life Insurance, general insurance, fixed income, mutual funds, etc Wealth/ Portfolio Management

from: linkedin.com (+1 source) - 5 days ago

Seven - Bengaluru, Karnataka, India

, or related field preferred. Proven experience in financial planning, wealth management, or investment advisory roles. Strong understanding of financial principles, investment products, and tax regulations

from: linkedin.com - 5 days ago

myMoneySage - india (+1 location)

I and II. You should have at least 3 years of e xperience in a financial planning/wealth management firm or a Family Office A thorough understanding of various asset classes and financial products

from: linkedin.com (+1 source) - 5 days ago

Mantras2Success.com - Ahmedabad, Gujarat, India

, Industrial loans, or Wealth capital management. Strong attention to detail and accuracy. Proactive attitude with excellent communication and organizational skills. Benefits: 2nd and 4th Saturdays are off

from: linkedin.com (+1 source) - 5 days ago

deVere Group - Gurugram, Haryana, India

with a trusting advisory service. Key Activities Build and develop a bank of wealth management clients (B2C only). Manage and support a portfolio of clients, building strong and trusting relationships as well

from: linkedin.com - 7 days ago

Yashamm India Pvt Ltd - Mumbai, Maharashtra, India

and legal affairs. Coordinating with wealth management firms. Handling all banking documentation and compliance requirements. Coordinating with Custom House Agents (CHAs) for import and export processes

from: linkedin.com - 5 days ago

Keasis - Noida, Uttar Pradesh, India

, the group has diversified businesses across India in real estate, infrastructure, digital marketing, and wealth management. With 10 companies under the Viraaj Ventures umbrella, ranging from Realty Assistant

from: linkedin.com (+1 source) - 5 days ago

ManpowerGroup India - Greater Bengaluru Area

Job Purpose: serves as the firm’s principal contact for Ultra High Net-Worth (UHNW) clients and has a broad and deep understanding of Wealth Management practices and Investment strategies. The role

from: linkedin.com - 7 days ago

Terracegate - Greater Delhi Area

Company Description Terracegate is a leading service provider to global family offices and wealth management firms. We provide accounting services for investments including complex private

from: linkedin.com - 8 days ago