Wealth Management Consultant
purnartha pms
Purnartha is a leading SEBI-registered company specializing in research-driven Portfolio Management Services (PMS). Purnartha provides personalized, transparent, and research-backed strategies, focusing on long-term wealth creation and financial growth. For more detailed information, please visit our website at
This is a full-time, on-site position located in Hyderabad for a Wealth Manager. The Wealth Manager will be responsible for developing and implementing financial strategies, managing clients' investment portfolios, and providing advisory services tailored to individual client goals. The role also involves identifying investment opportunities, ensuring compliance with regulatory standards, and maintaining long-term relationships with clients through superior service and guidance.
Strong expertise in Financial Planning and Insurance to help clients achieve their financial objectives.
Comprehensive knowledge of Investment Management and Investments to construct and oversee diversified portfolios.
Solid understanding of Finance and market trends to provide well-informed and strategic advice.
Bachelor's degree in Finance, Economics, Business Administration, or a related field; advanced certifications such as CFA, CFP, or equivalent are an advantage.
Prior experience in wealth management, financial advisory, or portfolio management is highly desirable.
Vacancy posted 17 days ago
Similar jobs that could be interesting for youBased on the Wealth Management Consultant in Secunderabad vacancy
Rs 3.5 - 6.5 lakhs p.a.
...Wealth Manager QuickTurtle is looking for a seasoned Wealth Manager to cater to the comprehensive financial needs of our High Net Worth (HNI) clients. If you have a proven track record in relationship management within banking or NBFCs, expertise across diverse financial...SuggestedLocal areaImmediate startQuick Turtle
Secunderabad29 days agoRs 3 - 12.5 lakhs p.a.
1) Address Personal Banking, Business Banking, Wealth & Insurance needs of HNI clients. 2) Achieve the Targets set in terms of product... ...personal & business banking/financial needs. 4) Relationship Management profile involving acquiring, growing and deepening HNI customer...SuggestedImmediate startQuick Turtle
Secunderabad29 days ago- ...Job Overview Nuvama Wealth is seeking an experienced Relationship Manager – Wealth to join our team. The ideal candidate will have a strong foundation in wealth management along with a proven ability to build, manage, and grow high-value client relationships. Location...Suggested
nuvama wealth
Secunderabad3 days ago Rs 4 - 9 lakhs p.a.
...by providing them research-based advice in MF, Insurance, PMS Manage clients through client visits, suggest financial products to the... ...Employment Type: Full Time, Permanent Role Category: Trading, Asset & Wealth Management Education ~ UG: Any Graduate...SuggestedPermanent employmentFull timeAcme Services
Secunderabada month agoRs 10 - 12 lakhs p.a.
...In this role, you will: • Manage and develop a Wealth Underwriting team of individual contributors with low to moderate complexity and risk • Engage stakeholders and internal partners associated with Wealth Underwriting functional area Identify and recommend opportunities...SuggestedIfintalent Global Private Limited
Secunderabada month agoRs 3 - 7.5 lakhs p.a.
...degree in Finance, Economics, Business, or a related field. Master's degree or CFP designation is a plus. Proven experience as a Wealth Manager or similar role, with a demonstrated track record of successfully managing high-net-worth client relationships and portfolios....4s Advisory
Secunderabad22 days agoRs 8 - 11 lakhs p.a.
...withholding filings for client in the real estate industry Detail reviewing and analysis of quarterly and annual REIT Testing compliance Manage client, internal and statutory deadlines Serve as a guide by providing mentorship or coaching to one or more employees, which will...Full timeLocal areaRSM US In India
Secunderabad21 days agoRs 3 - 8 lakhs p.a.
...Roles and Responsibilities: Liaise effectively with existing Wealth Relationship Managers within SBI to foster collaboration and identify new business opportunities. Conduct regular visits to SBI Wealth Branches , building strong relationships and liaising proactively...Sbicap Securities
Secunderabada month ago- ...Manager – IP – Corporate Office Location: Corporate Office, Hyderabad Function: API Business Department: Intellectual property rights About the Role: The Intellectual Property (IP) Manager will oversee and protect the company's patent portfolio in the pharmaceutical...Work at officeWorldwide
sigachi pharma
Secunderabad2 days ago - ...Job Requirements Job Title: Property Manager Jobs in Stanza Living - Hyderabad, Telangana Location: Hyderabad, Telangana, India Salary: INR 1.75 - 3 Lacs P.A. Qualification: Graduation Not Required Work Experience: Freshers and Experienced Candidates from a...Permanent employmentFull timeRelocation
ViHub
Secunderabad3 days ago - ...About this role: Wells Fargo is seeking a Property Management Director Looking for a seasoned professional for Facilities & Property Management to provide strategic and operational leadership for a large, geographically distributed portfolio of corporate facilities...Full timeContract workLocal area
The Wells Fargo Foundation
Secunderabad13 days ago - ...for the Job Role: Bachelor's degree in a relevant field with 10-14 years of experience in multi-property operations, hospitality management, or commercial real estate. Proven experience in leading teams and driving operational excellence. Roles and Responsibilities...Full time
AltF CoWorking
Secunderabad3 days ago - ...Overview A leadership role responsible for managing real estate and workplace facilities for the centre in India. The role holder engages with global counterparts to plan setting up of new locations depending upon organizational requirements. In order to create a conducive...Long term contract
realpage, inc.
Secunderabad3 days ago Rs 4 - 7 lakhs p.a.
...Key Responsibilities: Managing Marketing Communications Activities: Develops annual communication plan with goals and budgets. Prepares working plans to achieve communication goals. Tracks progress against goals and takes corrective actions. Assists in planning...Marriott
Secunderabada month ago- ...performance, company earnings calls, supplemental filings, and management guidance to extrapolate sector or market level themes. Market... ...individual users. Clients across the buy-side and sell-side, as well as wealth managers, private equity firms, and corporations, achieve more...Local areaWorldwideFlexible hours
FactSet
Secunderabad3 days ago Rs 25000 per month
...for all operational and financial aspects of properties including budget control and maintenance requests. You will act as the senior manager and supervise all relevant personnel. Responsibilities • Overseeing the sales activities of a real estate company or team. •...Local arearivirtual inc
Secunderabad1 day ago- ...modern living by emphasizing family-oriented designs and sustainable growth opportunities. Role Description The Sr Marketing Manager - Real Estate will oversee and execute innovative marketing strategies, lead campaigns, and optimize branding efforts to attract...Full time
ankura homes
Secunderabad2 days ago - ...In this role, you will: Support the Commercial Real Estate Underwriting functional area in servicing, underwriting, and asset management Work with individuals in more experienced roles to understand client needs and coordinate efforts to service clients by working closely...Immediate start
The Wells Fargo Foundation
Secunderabada month ago Rs 3 - 9.5 lakhs p.a.
...Asset - Fund Accounting Supervisor to oversee the core accounting functions for our real asset clients. This leadership role involves managing a team, acting as a primary client contact, and ensuring the accuracy of all financial and reporting activities. The ideal candidate...Citco
Secunderabada month agoRs 1 - 4 lakhs p.a.
We are seeking a highly organized and detail-oriented Budget Analyst to support the development, monitoring, and performance tracking of departmental budgets. You will play a key role in driving financial efficiency and ensuring that all departments meet their budgetary goals...Hourly payFreelanceRemote jobFlexible hoursSoul Ai
Secunderabada month agoRs 4.5 - 9 lakhs p.a.
...Key Responsibilities Property Operations & Site Management • Oversee day-to-day operations of multiple commercial properties across locations. • Conduct regular site inspections to ensure electrical, plumbing, housekeeping, security, and other facilities are functioning...Work at officeDwaraka Starline
Secunderabada month ago- ...Job Title : Office Manager (Diversity Hiring) - Real Estate Experience : 12 to 15+ years Location : Hyderabad Employment Type : Full-Time Work Mode : On-site Working Days : Monday to Saturday Timings : 9:30 AM – 6 PM Job Brief Are you...Long term contractFull timeWork at office
gowin search llc
Secunderabad3 days ago - ...pre-requisites are met Thorough knowledge of Parexel's SOPs, Operational Guidelines and Work Instructions procedures End to end management of setup of site budgets in payment system (if applicable) Keeps internal team members aware of site budget and payee setup...Contract work
PAREXEL
Secunderabad3 days ago - ...provision of an excellent Finance service is critical to the achievement of the Business Service Centre. This role reports to the O2C Manager as part of the Assets & Billing team. The role will be primarily responsible for defining and measuring performance of contracts and...Work at officeFlexible hours
Keyloop
Secunderabad3 days ago - ...with a strong understanding of digital trends and the real estate industry. Responsibilities Digital Campaigns Plan and manage paid ads on Google, Facebook, Instagram, and LinkedIn. Create smart strategies to grow brand reach and increase sales. SEO and...Full timeWork at office
gowin search llc
Secunderabad3 days ago Rs 5 - 15 lakhs p.a.
...identifying suitable commercial retail properties for opening new Lenskart stores in their respective region. Retail property search management, coordinating with key partners like property developers, landlords, project consultants, property brokers. Location & Catchment...Flexible hoursLenskart
Secunderabad16 days ago- Location: Hyderabad, Telangana Job Title: Pre-Sales Executive (Real Estate) About Us: We are a real estate company working on residential and commercial projects in Hyderabad. Our focus is on giving customers the best property options with good value. Role Summary...
unique corporate gifting
Secunderabad2 days ago - Job Description We are looking for an enthusiastic and result-driven Presales Executive to generate qualified leads, nurture prospects, and support the sales team for our projects. The ideal candidate should possess strong communication skills, persuasive abilities, and ...
vaishnaoi group
Secunderabad2 days ago - ..., site selection, rapid expansion, and optimal lease negotiations, ensuring our presence in high-potential retail destinations while managing assets effectively. Key Responsibilities Market Intelligence & Strategy: Conduct in-depth market analysis to identify high- potential...Long term contractShift work
Purplle.com
Secunderabad3 days ago - Job Description The role of a City Head - Channel Partner, would involve engagement and retention, combined with Channel Partner (CP) Payouts for that respective city to all the Channel Partners, new and old, to build a strong influence over the network. Shall be accountable...
LivSpace
Secunderabad3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Management Consultant . Be the first to apply!
