Wealth Management Client Associate Jobs in Mumbai

Location: IN - Mumbai 24/7 Job-ID: 216335 Contract type: Standard Business Unit: OthersLife on the teamAre you detail-oriented and passionate about managing IT assets effectively throughout their lifecycleAs part of our Asset Management team youll play a vital role in managing the full lifecycle...

DescriptionWe are looking for an analyst for our Client Services Operations team which performs Data extraction Data analysis on financial models and financial valuation reports along with report updates and various support services. The team undertakes research and collects financial and business d...

Job description Client Servicing HeadExperience: 12 to 14 years (Digital agency background mandatory)CTC: 25 to 28 LLocation: Mumbai WFO – VashiFemales onlyHGS Interactive a Hinduja Global Solutions company is looking to hire Client Servicing Manager. If you are someone who has been in a similar ro...

Role OverviewWe are seeking an accomplished and visionary leader to head the Client Due Diligence function. The Head of Client Due Diligence will be responsible for driving strategic oversight and operational excellence across all client onboarding verification and compliance processes. This role de...

DescriptionJoin a world-class team at J.P. Morgan where innovation meets excellence in wealth management. As a Trade Associate youll be part of a dynamic environment that values precision analytical prowess and a passion for financial markets. Elevate your career by contributing to our global succes...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

Company Details: Leading Treasury and Risk Management Advisory firm Role Overview: We are looking for a sharp detail-oriented Senior Analyst with 4-5 years of experience in investment research and wealth management. The candidate must have cleared CFA Level II or III and should possess strong know...

DescriptionYou are a strategic thinker passionate about driving solutions in Asset Management Client Services. You have found the right team.As an Asset Management Client Services Professional within our Client Account Management team you will spend each day defining refining and delivering set goal...

OKAbout Max Life Insurance: Max Life Insurance Company Limited is a Joint Venture between Max Financial Services Limited and Axis Bank Limited. Max Financial Services Ltd. is a part of the Max Group an Indian multi business corporation.Max Life offers comprehensive protection and long-term savings l...

The Client Success Manager (CSM) is a senior client-facing role responsible for the commercial performance service relationship and ongoing value realization across Client accounts. This position is fundamentally a commercial and relationship-driven one designed to protect and expand long-term accou...

Who are we: HaystackAnalytics is a rapidly growing Health Company which is disrupting clinical genomics to improve patient outcomes across several conditions. With presence across India Bahrain Oman Saudi Arabia & UAE we are best known as pioneers in infectious diagnostics for our products like infe...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

Job Title: Relationship ManagerLocation: MumbaiSalary: 8 LPAIndustry: BFSI / Financial ServicesJob Type: Full-TimeJob Summary:We are seeking a dedicated and customer-oriented Relationship Manager to manage client portfolios drive business growth and ensure exceptional service delivery. The role requ...

Job PurposeThis role plays a crucial part in driving sales growth and managing the customer lifecycle for building materials. You will be responsible for proactively generating new business opportunities managing existing customer relationships ensuring efficient order processing and maximizing cust...

Role Overview:We are looking for a proactive and detail-oriented Client Due Diligence Specialist to support the credentialing and the Third Party due diligence process for onboarding clients vendors partners or third party. This role involves financial and legal document review KYC verification alon...

Role OverviewThe Relationship Manager will be responsible for managing customer accounts driving repeat business ensuring smooth order fulfilment and building long-term client relationships. The role requires proactive communication problem-solving and coordination with internal teams to deliver exc...

DescriptionJob DescriptionThis role is for an experienced audit professional to join the Asset and Wealth Management Business Audit Team.Job SummaryAs an Auditor in our Internal Audit group you will lead audit assignments perform and document audit testing partner closely with global Audit colleague...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

Company Profile:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. Morgan Stanley Wealth Management (MSWM) has over $7 trillion under management and is one of the worlds largest netw...