
Investment Advisor
3 weeks ago
The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.
Role:
• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in scaling up their revenues.
• Providing tailored financial plans, addressing client needs and goals and conducting periodical portfolio reviews.
• Actively supporting RMs in pitch meetings and client onboarding
• Enhance understanding of asset classes, risk metrics and market trends.
• Should possess skills in client presentations and relationship management.
• Relevant mandatory certifications such as NISM XA, XB and CFA/CFP are preferred.
• Minimum 12 years of work-ex required in BFSI
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Agent Advisor
2 days ago
Bangalore Urban District, Karnataka, India MAX LIFE INSURANCE COMPANY Full time_**THIS ROLE IS ONLY FOR BANGALORE (KARNATAKA) LOCATION**_ An Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry...
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Financial Advisor
2 days ago
bangalore, India BHARAT RESEARCHERS CLOUD Full timeCompany Description Bharat Researchers Cloud, based in Bengaluru, is dedicated to building the largest digital platform for the Research and Innovation Sector called BHARC PLATFORM. Our mission is to foster collaboration, knowledge sharing, and meaningful connections within various domains. We provide opportunities for job creation, R&D, and...
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Financial Advisor
7 days ago
bangalore, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Advisor
4 days ago
bangalore, India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
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Financial Planner
2 days ago
bangalore, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager Company: Fintrans Investment Advisors Pvt Ltd Location: Banashankari, Bengaluru Qualifications & Skills: ✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred) ✔ 3–4 years of experience in wealth management & financial planning ✔ Strong knowledge of financial products, markets &...
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Client Advisor Support Associate
2 weeks ago
Bangalore, Karnataka, India JPMorgan Chase Full timeJ P Morgan Private Bank provides affluent clients with personalized financial advice leveraging our global resources to help them achieve their goals Our dedicated teams manage over 2 1 trillion in client assets worldwide The International Private Bank IPB caters to clients from 80 countries and operates in nine languages The India team supports the...
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Investment Banking Analyst
1 day ago
bangalore, India Green HR Solutions Full timeHiring For Multinational National Bank We are seeking a highly motivated and analytical Investment Banking Analyst to join our dynamic investment banking team. The ideal candidate will support senior bankers in delivering financial advisory services, including mergers and acquisitions (M&A), capital raising, and other financial transactions. You will play a...
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Financial Planner
3 days ago
bangalore, India Fintrans Investment Services Private Limited Full timeWe’re Hiring – Financial Planner / Wealth Manager 💼📍 Company: Fintrans Investment Advisors Pvt Ltd📍 Location: Banashankari, BengaluruQualifications & Skills:✔ Bachelor’s in Finance/Business (Master’s or CFP/NISM preferred)✔ 3–4 years of experience in wealth management & financial planning✔ Strong knowledge of financial products,...
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VP of investments
3 weeks ago
Bangalore (South), India Circle Square Full timeOur client is a fast-growing investment firm with a strong focus on backing Indian companies that are building products and solutions for international markets, particularly the United States. With a portfolio that spans technology-driven and ESG-positive sectors, they are now looking to appoint aVP of investmentsand also aVP of portfolio growthto their...
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Investment Banking Analyst
5 days ago
bangalore, India Green HR Solutions Full timeHiring For Multinational National BankWe are seeking a highly motivated and analytical Investment Banking Analyst to join our dynamic investment banking team. The ideal candidate will support senior bankers in delivering financial advisory services, including mergers and acquisitions (M&A), capital raising, and other financial transactions. You will play a...