Wealth Planning Officer jobs

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Wealth Planning Officer

Tata AIA Life - 339 reviews - Bengaluru, Karnataka   +7 locations
Level / Band : : Officer Location City : : Bangalore Zone : : South Location Branch : : Bangalore Role Summary NA Organizational Relationships Reports to :...

CG RM - Relationship Officer

Citi - 11,458 reviews - Faridabad, Haryana
Customers through established compliant processes, by providing customer oriented wealth management solutions....

Compliance Officer - General

Citi - 11,458 reviews - Mumbai, Maharashtra
Assist senior management in financial planning and results management Partner with team members to understand trends and cost drivers....

Fresher-Relationship Manager -pune

Anand Rathi - 7 reviews - Pune, Maharashtra
₹1,50,000 - ₹2,50,000 a year
Sales management relationship management private banking insurance broking investment banking mutual funds financial planning structured products sales officer...


Anand Rathi - 7 reviews - Chandigarh, Chandigarh
₹90,000 - ₹2,50,000 a year
Generate Cross Sell revenue through Financial Planning. Conduct activities for Client Acquisition and Financial Planning....

Section Manager, Fund Acctng

Northern Trust Corp. - 773 reviews - Bengaluru, Karnataka
Demonstrate/Exhibit through examples/evidence, the above listed core skills and competencies viz-a-viz team development, succession planning, talent mapping and...

Chief Technology Officer

Bank of America - 19,146 reviews - India
Chief Technology Officer - India. Participate in and guide planning of specific functional technology projects....

IT Testing Officer

UBS - 1,371 reviews - Pune, Maharashtra
Strong organizational skills, especially in planning and record keeping. The role requires the performance of controls testing for Key Procedural Controls owned...

Associate - Consumer & Community Banking Audit

JP Morgan Chase - 15,303 reviews - Bengaluru, Karnataka
Reporting functionally to the Audit Committee and administratively to the Chairman and Chief Executive Officer, Audit employs more than 1,200 professionals...

CRM Brussels-Brabant Wallon

Edouard Franklin - That, Rajasthan
You have been active at least 10 years in the financial sector (as private or personal banker, wealth manager, client portfolio manager, CRM, family officer etc...