34 Wealth Management Jobs in Mumbai, India

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• Main Accountabilities Strategic Planning and Analysis: Manage Key digital initiatives for wealth business Manage Customer Experience & Deli…
• Collaborate with Marketing teams to create tailored content, communications, and campaigns that resonate with target segments.

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• Client Relationship Management: Proven experience managing relationships with high-net-worth clients.
• Principal Responsibilities Business Impact: Maximize profit and growth of Premier client portfolios by developing new and existing relation…

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• Skills: Strong relationship management, negotiation, presentation skills; comfort with sales pipelines, Excel/CRM reporting, and basic port…
• Training & enablement: Conduct internal/external training sessions, product workshops, and webinars for RM/IC teams and advisors; create sa…

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• We are seeking a Financial Consultant to join the Assurance practice in our Mumbai and Hyderabad offices.
• We act as a trusted business advisor every step of the way, from a client’s first financial report to their…

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• Key stakeholders CR Team Skills and Experience Wealth Management Qualifications Minimum Qualification should be post-graduation.
• Associate Director & Senior Wealth Specialist Job Details | Standard Chartered Bank Creating a better online experience with cookies.

Role highlights

• Skills: Strong relationship management, negotiation, presentation skills; comfort with sales pipelines, Excel/CRM reporting, and basic port…
• Training & enablement: Conduct internal/external training sessions, product workshops, and webinars for RM/IC teams and advisors; create sa…

Role highlights

• Client Relationship Management: Maintain and nurture strong relationships with corporate clients in the Emerging Corporate segment.
• Deal Structuring: Collaborate with clients to structure financial deals tailored to their specific needs.

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• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters Skills and Experience Diligen…

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• Serving a diverse client base-including corporations, nonprofit organizations, educational institutions, professional service firms, and pl…
• Our team combines deep technical expertise, regulatory knowledge, and practical industry experience to deliver comprehensive retirement pla…

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• Client Relationship Management: Proven experience managing relationships with high-net-worth clients.
• Your role involves ensuring exceptional customer service in accordance with Global Premier Service Standards, identifying opportunities for…

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• As a Mumbai based Paraplanning Assistant you will be focused on supporting the UK based Paraplanning team in the following…
• Career Opportunity It is the company’s intention to support successful candidates through a series (6 x RO exams) of UK…

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• Desirable skills/Preferred Qualifications: Senior role in strong PB&WM and/or Asset Management franchises in India.
• Platform building and change management skills.

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• Candidate Requirements : 3+ years’ experience in wealth advisory for UHNI or Family Office clients.
• Key Responsibilities: Advise on bespoke portfolios integrating MF, PMS, AIF, Bonds, Structured/Global Products.

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• Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), one of the world’s leading financial groups.
• With a vision to be the world’s most trusted financial group, it’s part of our culture to put people first,…

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• The role requires an energetic professional to work closely with the US‑based US Wealth Advisory – Wealth Enablement and Analytics…
• About this role The Wealth Enablement and Analytics (WEA) team sits within BlackRock’s US Wealth Advisory business and partners closely…

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• Analytical problem‐solver, able to assess risk and provide sound risk management solutions to clients.
• Proven experience of working with P&C re/insurance / international broking teams Shown numeracy and statistical skills Sensible judgement a…

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• Legal Research, Secretarial research and secretarial support for Trust Structures, Supporting (from Trust Front Office perspective) to Clie…
• Job Description Purpose To work with clients to provide a world class range of investment solutions and products across all…

Role highlights

• And use of Client Relationship Management (CRM) system Excellent interpersonal skills related to client interaction, and internal team inte…
• 5-8 years of experience Knowledge of client onboarding procedures (KYC requirements, OFAC, etc.).