Role Description This is a full-time on-site role for a Wealth Relationship Manager (Associates), located in Chennai. The Wealth Relationship Manager will be responsible for managing client relationships, providing investment advice, conducting financial planning, and assisting clients with wealth management needs. The role involves daily interaction with clients, understanding their financial goals, and creating tailored investment strategies. The Wealth Relationship Manager will also be responsible for maintaining up-to-date knowledge of financial products, market trends, and regulatory requirements. Qualifications Experience in managing client relationships and wealth management. Knowledge of investment products, market trends, and financial planning. Strong analytical, problem-solving, and decision-making skills. Excellent communication and interpersonal skills. Ability to build and maintain trust with clients. Relevant financial certifications are a plus. Bachelor's degree in Finance, Economics, Business, or related field. Show more Show less

Company Description We suggest you enter details here. Role Description This is a full-time on-site role for a Private Wealth Manager, located in Chennai. The Private Wealth Manager will be responsible for providing specialized financial advice and planning to clients, including financial planning and estate planning. Daily tasks include assessing clients' needs, developing investment strategies, managing portfolios, and providing ongoing advice to ensure clients' financial goals are met. The role also involves staying updated with financial market trends and ensuring compliance with financial regulations. Qualifications Skills in Financial Planning and Estate Planning Certified Financial Planner (CFP) certification Experience in Investment Management and Finance Strong analytical and problem-solving skills Excellent interpersonal and communication skills Ability to build and maintain client relationships Bachelor’s degree in Finance, Economics, or a related field Professional designation such as CFA (Chartered Financial Analyst) is a plus Show more Show less

The ideal candidate will be responsible for gaining a deep understanding of the clients' Wealth Management objectives and challenges and creating strategic recommendations based off of this understanding. You will do so by building a strong relationship with our clients and analyzing our clients' data. Essentially, you will act as the main point of contact for our clients. Responsibilities Dialogue with our clients to understand their Wealth Management objectives and challenges Analyze clients' data and provide strategic recommendations to clients Present value-proposition to sales leads and current customers Prospect for new sales leads and close sales Qualifications 7-10years' of client relationship experience Ability to manage multiple clients Strong communication and interpersonal skills AUM book Show more Show less

Role Description This is a full-time, on-site role located in Chennai for a Private Wealth Manager. The Private Wealth Manager will be responsible for providing comprehensive financial planning and estate planning services, managing investments, and delivering tailored financial advice to clients. This role involves liaising with clients to understand their financial objectives, developing personalized financial plans, and continuously reviewing and adjusting these plans as needed. The Private Wealth Manager will also stay informed about market trends and regulatory changes to provide the most current and effective advice. Qualifications Financial Planning and Estate Planning skills Certified Financial Planner designation Investment Management and Finance expertise Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to work independently Master's degree in Finance, Economics, or a related field Experience in wealth management or financial advisory roles Show more Show less

Company Description We suggest you enter Company Description here. Role Description This is a full-time on-site role for Market Heads Private Banking (Min. 15yrs+ Exp.) and Private Relationship Managers (Min. 10yrs Exp.) at FundsIndia Private Wealth, located in Hyderabad. The role involves day-to-day tasks related to Business Relationship Management, Finance, Private Banking, Team Leadership, and Portfolio Management. Qualifications Business Relationship Management and Team Leadership skills Finance and Portfolio Management skills Private Banking expertise Strong communication and interpersonal skills Bachelor's degree in Finance, Business, or related field Experience in Private Banking/Wealth Management is a must