-
ETF Portfolio
1 week ago
Only for registered members IndiaCFRA is a leading independent investment insights and data analytics company providing actionable analytics to make better investment and business decisions. · A leading provider of independent research and commentary · ...
-
BrokingAcquisitionN.A.-Branch Manager
1 week ago
Only for registered members IndiaResponsible for revenue generation in terms of brokerage for the · branch to achieve branch income and manage profitability. · ...
-
Director
5 days ago
Only for registered members India Full timeWealth Management Product Technology (WMPT) is a dynamic and fast-paced area within the Firm's WM Technology Division. We are responsible for creating innovative technology solutions for the Global Banking Technology, one of the strategic growth areas of the firm, · 7-15 years in ...
-
Director
3 days ago
Only for registered members India Full timeWe are looking for creative individuals who have experience developing cutting-edge, scalable technology solutions. · ...
-
Channel Growth Manager
2 days ago
Only for registered members IndiaWe're looking for an experienced individual to drive smallcase partnerships with IFAs (Independent Financial Advisors) and MFDs (Mutual Fund Distributors) for the distribution of embedded investment and credit products · Participate in events to evangelize smallcase's offerings i ...
-
Associate
5 days ago
Only for registered members India Full timeMorgan Stanley can provide a superior foundation for building a professional career - a place for people to learn, to achieve and grow. · ...
-
Associate
5 days ago
Only for registered members India Full time+Job summary · Wealth Management Product Technology team is looking for an experienced Full Stack Java Developer to join a technologically advanced team focusing on developing and enhancing the Private Banking Group, Sales applications. · +ResponsibilitiesHands-on development usi ...
-
Adobe Enterprise Architect
1 month ago
Only for registered members India Remote jobAs an Adobe Enterprise Architect you will define and deliver enterprise scale digital experience architectures that leverage Adobe Experience Cloud AI/ML capabilities and modern cloud platforms. · ...
-
AVP - Financial Accounting
1 hour ago
Only for registered members IndiaThis is a job for AVP - Financial Accounting in India. The role involves maintaining books of Accounts and preparing financial statements. · ...
-
Sr Customer Success Manager
1 week ago
Only for registered members IndiaThe role of Senior Customer Success Manager is to ensure the success of Coursera for Business customers by serving as a trusted advisor and guiding them towards their desired outcomes. · Own strategic relationships with assigned customer accounts through remote & on-site engageme ...
- Only for registered members India Full time
We're seeking a Senior Java Engineering Developer for Deposits and Core banking team within the WM Product Tech super department in WM Technology division at Morgan Stanley. · ...
- Amethyst Partners India
This is a high-impact enterprise-level role for a seasoned transformation and PMO leader who thrives at the intersection of strategy execution senior stakeholder engagement. · ...
-
Finance Controller
4 days ago
Only for registered members IndiaWe are currently looking for a Finance Controller in India. · This role is designed for an experienced financial professional to oversee the accounting and reporting functions across multiple entities within a family office or privately held business structure. · You will lead a ...
-
Financial Analyst
6 days ago
Only for registered members IndiaWe are a distinguished firm dedicated to providing unparalleled financial analysis, marketing expertise, and accounting support within the dynamic realm of real estate. · ...
-
Industry Advisor Expert
1 week ago
Only for registered members IndiaWe help the world run better · At SAP, we keep it simple: you bring your best to us, and we'll bring out the best in you. We're builders touching over 20 industries and 80% of global commerce, · SAP innovations help more than four hundred thousand customers worldwide work togethe ...
-
Finance Controller
4 days ago
Only for registered members IndiaThis role is designed for an experienced financial professional to oversee the accounting and reporting functions across multiple entities within a family office or privately held business structure. · ...
-
Principal Infrastructure Operations
4 days ago
Only for registered members IndiaNomura is a global financial services group with an integrated network spanning approximately 30 countries and regions. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Weal ...
-
Corporate Lawyer
1 week ago
Only for registered members India Remote jobWe are seeking an experienced Corporate Lawyer with a minimum of 7 years of post-qualification experience to support and advise on a broad range of corporate and commercial legal matters. · Provide legal advice on corporate law matters, including company formation, restructuring, ...
-
P4M KSA
1 week ago
Only for registered members IndiaJoin Plat4mation as a ServiceNow Technical Consultant and help top-tier clients unlock the full potential of the ServiceNow platform. · ...
-
Forbes Advisor
1 week ago
Only for registered members IndiaWe are looking for a Sr. Product Designer to design intuitive user experiences for web and AI-driven applications. · ...
Qualified International Investment Advisor - India - deVere Group
Description
Job description
deVere Group is one of the world's leading financial advisory organisations, providing high-class, independent financial advice to expatriate clients and investors globally, with over $14 billion under management and more than 100,000 clients in over 100 countries. With multiple offices around the world, the company offers personalised, extensive financial advice and exclusive products that are unique to deVere Group.
Established in 2002 by CEO and founder Nigel Green, deVere Group values work ethic, excellence, and innovation, and is constantly seeking ambitious individuals to join the team.
Role Description
This is a full-time on-site role for a Wealth Management Advisor located in Mumbai or Gurgaon.
The Wealth Management Consultant's day-to-day tasks involve providing financial planning, finance, retirement planning, investment, and consulting services to clients.
Our Wealth managers build and manage their own client books. Providing holistic financial advice and planning needs.
Responsibilities
Conduct Market research
Meeting clients and completing holistic financial planning
Building and maintaining solid client relationships
Implementing Wealth Management strategies for your clients
Identify new business opportunities.
Prospecting via Networking and Marketing
Qualifications
NISM Series X (A&B), Level 2 qualified Investment Advisors required
Strong background in financial planning and finance
Experience in retirement planning and consulting
Experience of Managing a substantial client book
Knowledge of the investment industry and various investment products
Excellent communication and interpersonal skills
Strong analytical and problem-solving skills
Client-focused approach to providing financial advice
Commitment to ongoing education and self-improvement
Bachelor's degree
-
ETF Portfolio
Only for registered members India
-
BrokingAcquisitionN.A.-Branch Manager
Only for registered members India
-
Director
Full time Only for registered members India
-
Director
Full time Only for registered members India
-
Channel Growth Manager
Only for registered members India
-
Associate
Full time Only for registered members India
-
Associate
Full time Only for registered members India
-
Adobe Enterprise Architect
Only for registered members India
-
AVP - Financial Accounting
Only for registered members India
-
Sr Customer Success Manager
Only for registered members India
-
Lead Java Engineering Developer_Vice President_Software Engineering
Full time Only for registered members India
-
SVP - Capability Center Operations & Transformation
Amethyst Partners- India
-
Finance Controller
Only for registered members India
-
Financial Analyst
Only for registered members India
-
Industry Advisor Expert
Only for registered members India
-
Finance Controller
Only for registered members India
-
Principal Infrastructure Operations
Only for registered members India
-
Corporate Lawyer
Only for registered members India
-
P4M KSA
Only for registered members India
-
Forbes Advisor
Only for registered members India