Investment Advisor

1 month ago


Delhi, India Econ Climate Fund Full time

Job Description: Investment Advisor Registered Investment Advisor (RIA)

 

Background:

We are a pioneering corporate SEBI RIA specializing in comprehensive financial planning and investment advisory services tailored for High Net Worth Individuals (HNIs), family offices, and corporates. Operating on a fee-only basis, we uphold a commitment to providing unbiased advice without sales targets, ensuring our clients' best interests remain paramount.

 

Job Title: Investment Advisor

Full-time and currently remote with the potential for on-site work in the future. Face-to-face client meetings may be required based on the context.

 

Job Responsibilities:

  1. Source and onboard new clients to our platform, maintaining a focus on fostering long-term relationships built on trust and integrity.
  2. Provide personalized financial planning and investment allocation advice to clients, aligning recommendations with their unique financial goals, risk tolerance, and time horizon.
  3. Proactively monitor and track client portfolios, conducting regular reviews to assess performance, rebalance asset allocations, and provide timely updates and strategic recommendations.
  4. Collaborate with internal teams to enhance service offerings, streamline processes, and deliver innovative solutions that meet evolving client needs.

 

Eligibility:

  1. Demonstrated prior experience in investment advisory or financial planning, preferably in a front-end client-facing role, with a proven track record of delivering exceptional service and results.
  2. Established client base with a strong network and the ability to cultivate new business opportunities.
  3. Corporate Communication Skills: Possess excellent verbal and written communication skills, coupled with proficiency in the MS Office suite, enabling effective client interactions and presentations.
  4. Preference for candidates holding certifications such as MBA, CFA, CFP, or NISM Investment Advisor XA and XB, demonstrating a commitment to professional development and expertise in the field.
  5. Entrepreneurial mindset with a passion for driving business growth, coupled with a collaborative spirit and a dedication to maintaining the highest ethical standards.

 

Compensation:

This role offers an entrepreneurial opportunity where compensation is based on profit-sharing from the business generated by the Advisor. Our transparent profit-sharing model offers significantly above-market benchmarks, empowering Advisors to become partners in the enterprise with unlimited earning potential.

 

Education:

Completion of graduation or above, preferably with a focus on finance, economics, or a related field. Continued education and professional certifications are valued and supported as part of our commitment to ongoing professional development.

 

Join us in shaping the future of investment advisory services, where client-centricity and integrity are the cornerstones of our success. We will be able to respond to shortlisted candidates only.


  • Investment Advisor

    2 weeks ago


    Delhi, Delhi, India Kara's Placements Full time

    Investment Advisor/Relationship Manager (Wealth ) Job description Roles and Responsibilities 1. Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying and acquiring...

  • Investment Advisor

    4 weeks ago


    delhi, India Marquee Equity Full time

    Role: Investment AdvisorResponsibilities:1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service.2. You will be required to perform in-depth analysis of clients’ financial models, business projections, pitch decks and other documents and make reports...

  • Investment Advisor

    5 days ago


    Delhi, India Favcy Venture Builders Full time

    **About Favcy** **About the role** The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the...

  • Investment Advisor

    2 months ago


    Delhi, Delhi, India Rudra Enterprise Full time

    Job Opportunity: [Mind Investment Advisor] Company Overview: [Brightmind] Location: [Delhi NCR] **Responsibilities**: 1.Responsible for new client acquisition, building new relationships & deepening relationships with the existing clients. 2.Will be responsible for primarily improving investor network for equity advisory services. 3.Responsible for...

  • Investment Advisor

    2 months ago


    Kailash Colony, Delhi, Delhi, India Favcy Venture Builders Full time

    **About the role **The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the relationship from...

  • Investment Advisor

    2 months ago


    Delhi, India Foundation Wealth Capital Avenues Full time

    **Executive Assistant / Investment Manager** **FWCA LLP (Delhi & Mumbai)** - Full-time / Part time - Executive Assistant / Investment Manager We’re building a relationship-oriented system for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At FWCA, we embrace your strengths and your...


  • Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor - You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. - You will be required to perform in-depth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Investment Advisor

    2 months ago


    Delhi, Delhi, India Karizma Konnect Full time

    Role: - Investment Advisor/Relationship Manager (Wealth ) **Job description** **Roles and Responsibilities** 1. Responsible for new client acquisition, building new relationships & deepening relationships with existing clients. 2. Will be responsible for primarily improving investor network for equity advisory services. 3. Responsible for identifying...


  • Delhi, Delhi, India Marquee Equity Full time

    Designation: Investment Advisor You will have a frontend role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service. You will be required to perform indepth analysis of clients financial models, business projections, pitch decks and other documents and make reports and advise...

  • Investment Advisor

    7 days ago


    Delhi, India MAX LIFE INSURANCE COMPANY Full time

    Financial Advisor Qualifications / Skills:Financial Advisor Qualifications / Skills: Sales and Customer Service Personal Finance Reporting Skills Attention to Detail Deadline-Oriented Reporting Research Results Confidentiality Time Management General Math Skills Financial Advisor Qualifications / Skills**:Financial Advisor Qualifications / Skills**: -...

  • Investment Advisor

    5 days ago


    Delhi, Delhi, India Marquee Equity Full time

    Role: Investment AdvisorResponsibilities:1. You will have a front-end role to help grow the company through customer acquisition, take steps to ensure success of customers using the Marquee Equity service.2. You will be required to perform in-depth analysis of clients' financial models, business projections, pitch decks and other documents and make reports...

  • Investment Advisor

    4 weeks ago


    Delhi, India OneBanc Full time

    About Us: OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all...

  • Investment Advisor

    5 days ago


    Delhi, Delhi, India Marquee Equity Full time

    Job Description – Investment AnalystROLES AND RESPONSIBILITIES:You will have a multi-faceted role, wherein you will be required to assume a front-end plus backend role to help ensure the success of customers using the Marquee Equity service, and manage Marquee Equity's relationships with them on an ongoing basisYou will be primarily working in creating...


  • Delhi, Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...


  • delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HR Location: Delhi, India About Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us: Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...


  • Delhi, India Valkyrie Investment Advisors Full time

    Job Title: Manager - HRLocation: Delhi, IndiaAbout Us:Valkyrie Investment Advisors is a leading financial services firm dedicated to providing innovative investment solutions to our clients. With a focus on integrity, excellence, and client satisfaction, we have established ourselves as a trusted partner in the financial industry. As we continue to grow, we...

  • Sales Manager

    5 days ago


    Delhi, India Valkyrie Investment Advisors Full time

    Job Description: Manager of Sales - Real Estate Division (Commercial & Institutional Segment)Position Title:Manager of SalesDepartment:Real Estate DivisionSegment:Commercial & InstitutionalLocation:Delhi, IndiaReports To:Director of SalesCompany OverviewValkyrie Investment Advisors is a leading firm specializing in investment advisory services. Our Real...


  • delhi, India OneBanc Full time

    About Us:OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all...


  • Delhi, Delhi, India OneBanc Full time

    About Us:OneBanc is a neo-bank, building the economic infrastructure for the workforce of India. The idea of OneBanc started when a young girl asked Vibhore, a serial entrepreneur, why the money in her piggybank never grew. Adopting this philosophy of #DemandMore, OneBanc connects enterprises, banks, and HR Tech platforms to enhance value for all...