Qualified International Investment Advisor

We are a founding team that will define the next Generation Wealth Management company based out of Gurgaon. · Skill in Investment Advisor · ...

Investment advisor role involves manage financial planning and investment advisory process for HNI UHNI and family office clients. · Manage the financial planning and investment advisory process for HNI UHNI and Family Office clients · Detailed performance analysis of client port ...

We are looking for a dynamic Investment Advisor with 1–3 years of experience who understands capital markets, client servicing, and portfolio strategy. · The role involves advising clients, tracking market developments, and executing investment strategies aligned with long-term w ...

Investment Advisor for clients in Mumbai, Bangalore and NCR. · ...

This role involves working as an Investment Advisor for a full-time position based in Bengaluru. The job requires analyzing and developing financial plans for clients. · Analyzing and developing tailored financial plans for clients. · ...

We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for high-net-worth and ultra-high-net-worth clients across Delhi and Gurgaon. · Manage and expand a portfolio of HNI and UHNI clients across Delhi and Gurgaon · Provide comp ...

+We are seeking a knowledgeable Investment Advisor – India to provide investment guidance and financial planning support to clients. · +Bachelor's degree in Finance, Commerce, Economics, or related field · Certification such as NISM, CFP, or equivalent (preferred) · ...

This is a full-time hybrid role for an Investment Advisor. Based in Kozhikode, the role allows for a mix of onsite and remote work. · The Investment Advisor will be responsible for developing personalized financial plans, providing investment advice, implementing tailored investm ...

We are looking for dynamic and self-motivated individuals to work as Insurance Advisors under the Agency Model. · ...

Manage the financial planning and investment advisory process for HNI, UHNI and Family Office clients ensuring portfolios are aligned to the investment policy / risk profiles to capitalize on prevailing opportunities without compromising on investment objectives. · ...

We are looking for a dynamic Investment Advisor with 1–3 years of experience who understands capital markets, · client servicing, and portfolio strategy. The role involves advising clients, · tracking market developments, and executing investment strategies aligned · with long-te ...

This role is for one of the Weekday's clients · Salary range: Rs Rs ie INR 45-60 LPA) · Min Experience: 12 years · Location: Delhi, Gurgaon · JobType: full-time · We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for high-n ...

We are hiring for Investment Advisor for leading broking house of Rajkot, · Gujarat. The successful candidate will manage investment portfolios and help clients achieve their financial dreams by identifying problems and implementing solutions. · Responsible for end-to-end client ...

We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for high-net-worth and ultra-high-net-worth clients across Delhi and Gurgaon. · Manage and expand a portfolio of HNI and UHNI clients across Delhiand Gurgaon · ...

+2 years of experience in direct sales/private wealth management, MBA or equivalent degree in Finance/Business/Economics from top institute, · Key Responsibilities:Proactively manage existing and new leads · , · Qualification:MBA or an equivalent degree · ...

We are looking for a proactive and result-oriented Investment Advisor to join our team. · Bachelors degree (Finance, Economics, or related field; MBA/CFA preferred.) · 1+ year of experience in equity and bond sales. · ...

+The ideal candidate must be willing to complete or currently pursuing NISM Investment Adviser Level 1 & Level 2 certifications (CFA Level 1 preferred). · +B.Com, BBA (Finance), or equivalent in commerce/finance. · CFA: Level 1/2 cleared or currently enrolled (preferred). · NISM ...

This role is for one of the Weekday's clients · Salary range: Rs Rs ie INR 45-60 LPA) · Min Experience: 12 years · Location: Delhi, Gurgaon · JobType: full-time · We are seeking a highly experienced Investment Advisor to lead sophisticated wealth management engagements for high-n ...

The Investment Advisor (IA) is the primary owner of advisory client relationships within UHNI Private. · Postgraduate degree from a recognized institute. · Preferred certifications: MBA (Finance), CA, CFA, CFP. · ...

We are passionate about transforming the way Indians get personal finance advice. Our team is dedicated to providing comprehensive financial solutions that cater to the unique needs of our clients. · Responsible for client conversion and retention by ensuring consistent communica ...

Location : Bangalore · Years of exp: 2+years · Must also have Exp in HNI/UHNI Clients Acquisition & Relationship management exp · Job Description: · We are looking for a motivated Investment Advisor to join our sales team. The role involves client · acquisition by engaging prosp ...