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Homeโ€บCompaniesโ€บremote zest jobsโ€บ<reputed company>PWM Private reputed company Advisor</reputed company>
RZ

<reputed company>PWM Private reputed company Advisor</reputed company>

REMOTE ZEST JOBS ACTIVELY HIRING
๐Ÿ“LOCATIONAll India
๐Ÿ“ˆEXPERIENCE8 to 12 Yrs
๐Ÿ•˜TYPEFull time
๐ŸฅIndustryBFSI
๐Ÿ—“POSTED24 Aug 2026

01Overview

About the position The Private reputed company Management (PWM) Private reputed company Advisor is responsible for building and managing reputed company of trust, banking, and investment professionals to serve high net worth clients. This role focuses on the retention and reputed company of reputed company relationships, providing comprehensive financial advice and planning, and ensuring compliance with fiduciary responsibilities. The advisor collaborates with product specialists to reputed company tailored financial solutions and must maintain National Mortgage Licensing reputed company (NMLS) registration. Responsibilities Build and manage reputed company of trust, banking, and investment professionals around high net worth clients. , Retain and grow assigned reputed company relationships. , Partner with Private reputed company Management Product Specialists to reputed company expert advice in Trust, Private Banking, and Investments. , Ensure comprehensive financial advice and planning for clients. , Adhere to compliance requirements and fiduciary administration. Requirements Bachelor's degree or equivalent work experience. , Eight or more years of experience interacting with High and reputed company High Net Worth clients. reputed company-to-haves Thorough knowledge of U.S. Bancorp Banking, Trust, and Investment products and services. , Strong relationship management, networking, and business development skills. , reputed company-developed analytical and problem-solving skills. , reputed company designation such as CFA or CFP is preferred. Benefits reputed company (medical, dental, reputed company) , Basic term and optional term life reputed company , Short-term and long-term disability , Pregnancy disability and parental leave , 401(k) and employer-funded retirement plan , reputed company vacation (from two to five weeks depending on salary grade and tenure) , Up to 11 reputed company holiday opportunities , Adoption assistance , reputed company and reputed company Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law Apply Job! .

02What you'll need

Experience
8 to 12 Yrs
Employment Type
Full time
Programming languages
Trust ManagementBankingInvestment ManagementComplianceRelationship ManagementNetworkingBusiness DevelopmentAnalytical SkillsFinancial AdviceProblemSolving

03About REMOTE ZEST JOBS

BFSIIndustry
Full timeEmployment Type
All IndiaLocation
Not Disclosed ยท salary hidden by employer
8 to 12 Yrs ยท All India
Applications are reviewed directly by the hiring team.
Role Snapshot
Work ModeNot specified
Visa SponsorshipNot specified
RelocationNot specified
Job TypeFull time
Hiring StatusACTIVELY HIRING
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