Wealth Advisor - Chennai - PrimeInvestor

Company Description · PrimeInvestor is an innovative B2C fintech company transforming the way individuals invest. We began by offering research-driven investment recommendations through a subscription-based model, delivered entirely online. Our flagship mutual fund portfolio anal ...

Wealth Advisor at PrimeInvestor based in Chennai. This is a full-time role where you will work closely with clients to provide personalized financial advice and develop well-structured financial plans. · Client Acquisition & Onboarding: Reach out to qualified HNI leads and conduc ...

We build cutting-edge technology and investment solutions that empower financial advisors and distributors to deliver smarter, better, and more global investment opportunities to their clients. · ...

We are looking for a seasoned professional to handle HNI/wealth clients and generate revenue through cross-selling banking and wealth management products. · A key responsibility is to acquire, retain, and deepen client portfolios to maximize sales performance and achieve revenue ...

Immediate requirement for Leading bank we are looking for seasoned professional who is highly skilled in handling HNI/wealth clients portfolio management and generating significant revenue through cross-selling banking and wealth management products. · Acquisition and Retention A ...

We invite you to be part of our prestigious financial advisory team where innovation meets excellence. · ...

Join Our Elite Wealth Management Team to elevate your career as a dynamic and results-driven wealth manager. Build strong client relationships and deliver tailored wealth solutions. · ...

· Job Description: · Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 to 400 CR AUM only investment (MF/ PMS / AIF) · Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients. · Understand clients' financial goals and risk tolerance to pr ...

We are looking for a seasoned professional who is highly skilled in handling HNI/wealth clients, portfolio management, and generating significant revenue through cross-selling banking and wealth management products. · ...

Looking for candidates with Global Wealth Management/ Global Investment Banking experience. · ...

The role holder is expected to transform and create a very Client focused and data driven efficient organization. · ...

The Business Head – Investment Advisory shall be responsible for setting up and scaling the Investment Advisory vertical for the company. · ...

Work Level · : Individual · Core · : Communication Skills, Problem Solving, Responsible, Effective Networking · Leadership · : Building Work Relationships, Responsive, Working Independently · Industry Type · : Banking · Function · : Wealth Manager · Key Skills · : Private Banking ...

We are looking for candidates with Global Wealth Management/Global Investment Banking experience. · ...

We are looking for candidates with Global Wealth Management/Global Investment Banking experience to fill the role of Vice President in our Investment Banking Ops team. · The role holder is expected to transform and create a very Client focused and data driven efficient organizati ...

This is an AVP- Investment Banking Ops role for a services based MNC Client. · ...

The role holder is expected to transform and create a very Client focused and data driven efficient organization. · ...

Looking for candidates with Global Wealth Management/Global Investment Banking experience. · (Engaging in conversations with Clients, Advisors, Risk Officer and Business COOs around redefining operating model) · ...

We are looking for a VP- Investment Banking Ops with 15-17 years of experience in Wealth management Operations. · ...

We build cutting-edge technology and investment solutions that empower financial advisors and distributors to deliver smarter, better, and more global investment opportunities to their clients.Selected Intern's Day-to-day Responsibilities Include · Conduct in-depth primary and se ...