Wealth Management Advisor - Mumbai City

Only for registered members Mumbai City, India

1 month ago

Default job background

Job summary

Wealth Management Advisor to effectively align client needs with customized financial solutions.

Responsibilities

  • Develop a deep understanding of the 1 Finance philosophy and advisory approach.
  • Conduct comprehensive assessments of client profiles.

Lorem ipsum dolor sit amet
, consectetur adipiscing elit. Nullam tempor vestibulum ex, eget consequat quam pellentesque vel. Etiam congue sed elit nec elementum. Morbi diam metus, rutrum id eleifend ac, porta in lectus. Sed scelerisque a augue et ornare.

Donec lacinia nisi nec odio ultricies imperdiet.
Morbi a dolor dignissim, tristique enim et, semper lacus. Morbi laoreet sollicitudin justo eget eleifend. Donec felis augue, accumsan in dapibus a, mattis sed ligula.

Vestibulum at aliquet erat. Curabitur rhoncus urna vitae quam suscipit
, at pulvinar turpis lacinia. Mauris magna sem, dignissim finibus fermentum ac, placerat at ex. Pellentesque aliquet, lorem pulvinar mollis ornare, orci turpis fermentum urna, non ullamcorper ligula enim a ante. Duis dolor est, consectetur ut sapien lacinia, tempor condimentum purus.
Get full access

Access all high-level positions and get the job of your dreams.



Similar jobs

  • Work in company

    Manager– Privacy Advisor

    Only for registered members

    We are looking for a Privacy Advisor to maintain and enhance controls to support improvement of the overall control environment and reduce M&G's operational risk. · ...

    Mumbai, Maharashtra

    2 weeks ago

  • Work in company

    Wealth Management Advisor

    Only for registered members

    Develop a deep understanding of the finance philosophy and advisory approach to effectively align client needs with customized financial solutions. · ...

    Mumbai, Maharashtra

    1 month ago

  • Work in company

    Wealth Management Advisor

    Only for registered members

    This is a relationship manager role for wealth management located in Mumbai. The RM will be responsible for acquiring building and maintaining strong client relationships understanding clients' financial goals and offering tailored advice and solutions to address their wealth man ...

    Mumbai, Maharashtra

    1 month ago

  • Work in company

    Service Manager/ Advisor

    Only for registered members

    U'll acts as the primary liaison between HNI, CXO & tech. staff, delivering a premium, personalized service exp. & manage the entire service process—from greeting, vehicle inspection, · Required Candidate profile · BE or Dip. in Automobile with Min. 3 years' exp.in automotive se ...

    Mumbai

    1 day ago

  • Work in company

    Manager Privacy Advisor

    Only for registered members

    We are looking for a Privacy Advisor to collaborate with our team and maintain controls to support the overall control environment. · ...

    Mumbai

    2 weeks ago

  • Work in company

    Manager– Privacy Advisor

    Only for registered members

    We are M&G Global Services Private Limited (formerly known as 10FA India Private Limited, and prior to that Prudential Global Services Private Limited). We have a diverse workforce and an inclusive culture at M&G Global Services. ...

    Mumbai City

    2 weeks ago

  • Work in company

    Manager– Privacy Advisor

    Only for registered members

    We are M&G Global Services Private Limited. Our purpose is to give everyone real confidence to put their money to work. · ...

    Mumbai Full time

    2 weeks ago

  • Work in company

    SAP Treasury and Cash Management Solution Advisor Expert

    Only for registered members

    We 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 win with inclusion · SAP's culture of inclusion... ...

    Mumbai, IN,

    1 week ago

  • Work in company

    Mango Financial Advisor- Junior Relationship Manager

    Only for registered members

    Mango Advisors is a boutique Investment Banking firm with headquarters in Mumbai and three regional offices across India. · New Client Acquisition, · Existing Client new business generation through references, telecalling. · ...

    Mumbai

    1 month ago

  • Work in company

    Mango Financial Advisor- Junior Relationship Manager

    Only for registered members

    We are looking for people who: · • Have a strong bias for action (read deal making) and value speed with a combination of perfection (read goal orientation). · • Make decisions with this ethos: Customer > Company > Team > Me · • Thrive in a flat and open organization · • Are self ...

    Mumbai, IN

    1 week ago

  • Work in company

    Manager Medical Advisor- Pharma Co, Mumbai

    Only for registered members

    The candidate will be responsible for providing medical and scientific support to internal teams and external stakeholders. · ...

    Mumbai

    2 weeks ago

  • Work in company

    Mango Financial Advisor- Junior Relationship Manager

    Only for registered members

    Mango Advisors is a boutique Investment Banking firm with headquarters in Mumbai and three regional offices across India. It provides the following services on Real Estate side – Syndication (Debt), Land Intermediation services, Strategy Advisory & Asset Management. · ...

    Mumbai City Full time

    1 month ago

  • Managing & handling high-net-worth clients portfolio. · Advising clients on market movements and trade-related activities. · ...

    Mumbai, Nagpur, Nashik

    4 weeks ago

  • Work in company

    Business Development Manager

    Only for registered members

    +Job summary · Recruit, develop and manage life insurance advisors to drive business growth through the agency channel. · +Recruit onboard and activate life insurance advisors/agents. · Train advisors on products sales process and regulatory norms. · ...

    Mumbai City

    1 month ago

  • Work in company

    Executive Business Development Manager

    Only for registered members

    This is an Individual Role. As an Executive Business Development Manager you Have to Recruit and Handle the Advisors. · ...

    Mumbai City

    2 weeks ago

  • Work in company

    Financial Planning Analyst

    Only for registered members

    This job involves creating investment plans using planning software and performing risk profiling for clients. · ...

    Mumbai City

    3 weeks ago

  • Work in company

    Financial Planner

    Only for registered members

    This role involves collaborating directly with Wealth Advisors to create investment strategies using planning software. · ...

    Mumbai City

    3 weeks ago

  • Work in company

    M&A Lawyer-Transaction Liability

    confidential

    Provide ongoing strategic advice to clients on the use of transactional risk and transaction insurance solutions in M&A deals to achieve commercial objectives. · Develop solutions to transaction issues and coordinate their implementation with underwriters in global market Based o ...

    Mumbai, Mumbai City Full time

    4 days ago

  • Work in company

    M&A Lawyer-Transaction Liability

    confidential

    Provide ongoing strategic advice to clients on the use of transactional risk and transaction insurance solutions in M&A deals to achieve commercial objectives. · ...

    Mumbai City, Mumbai Full time

    4 days ago

  • Work in company

    AGM-Finance & Accounts

    Only for registered members

    Financial analysis and reporting Manage financial aspects Develop manage the annual budget Monitor budget performance Audit and compliance Ensure compliance with audit and tax requirements Driving financial and tax due diligence for new acquisitions Leadership Collaborate with st ...

    Mumbai City

    4 days ago