Wealth advisor jobs in India

Wealth advisor responsible for prospecting new clients, understanding customer financial requirements, recommending investment products. · ...

Sales Wealth Counsellor/Senior Sales Wealth Counsellor responsible for wealth creation for clients through disciplined investing in equities. · ...

Role & responsibilities · Sales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible fo ...

Wealth Advisor · PrimeInvestor is an innovative B2C fintech company transforming individual investments. · Develop personalized financial plans with clients. · Create tailored portfolios based on client goals & risk tolerance. · ...

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 ...

This is a full-time, on-site role for a Wealth Advisor based in Kotwali. The Wealth Advisor will be responsible for providing personalized financial planning and investment advice. · ...

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 ...

Wealth Advisor to join our dynamic team and embark on a rewarding career journey. · Develop and implement comprehensive financial plans for clients to achieve their investment goals. · ...

*Job Description: Inside Sales Role - Retail Sales Advisor* · *Position*: Retail Sales Advisor   · *Location*: Lower Parel   · *Salary*: ₹2.75 LPA to ₹5.5 LPA + ₹4 Lac Incentive   · *Working Days*: Monday to Friday (4th and 5th Saturdays are working)   · *Working Hours*: 8.5-hour ...

· Retail Sales Advisor is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing · in equities. The SWC/SSWC is responsible for interactions with potential customers over calls for most part of ...

We are looking for experienced people who has prior experience of wealth advisory in Banks or stand alone wealth management organizations.Wealth Advisor ...

Job Description: · We are seeking a highly skilled and experienced Wealth Manager to join our team at one of the nations leading financial services companies, backed by a top corporate group. In this role, you will be responsible for providing personalized financial advice and in ...

Wealth Advisor is responsible for developing deep understanding of finance philosophy and designing personalized financial plans based on individual goals. · ...

Wealth Management · Noida · 3 - 6 Years Of Experience · No. of Openings - 1 · Responsibilities: · Develop a deep understanding of the 1 Finance philosophy, advisory approach, and suite of services to effectively align client needs with customized financial solutions · Conduct com ...

The role involves providing wealth advisory services in banks or standalone wealth management organizations. Prior experience is crucial for effectively advising clients on wealth management strategies. · ...

Wealth Management position in Mumbai. Develop a deep understanding of financial philosophy and design personalized financial plans based on client goals and risk appetite. · Develop a deep understanding of the finance philosophy. · Conduct comprehensive assessments of client prof ...

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

Develops deep understanding of financial philosophy and advisory approach to align client needs with customized solutions. · ...

Showcasing investment products to clients and presenting them with options that align with their needs and risk appetite based on dynamic asset allocation strategies. · ...

Location: Delhi NCR · Key Requirements: · Must be from Banking and Wealth Management Industry. · Minimum experience of managing AUM of 50-70 Cr in current role. · At least 3 years of Portfolio Management & Financial Advisory experience for HNIs/UHNIs. · Currently employed (no no ...