Current jobs related to Independent Investment Advisor - Lucknow - deVere Group

  • Investment Advisor

    5 months ago

    Lucknow, India HomeswarD Infrastate (OPC) Private Limited Full time

    The job description: Investment Advisor in a real estate company involves providing financial advice and guidance to clients or the company itself regarding real estate investment opportunities. Below is a general overview of the responsibilities typically associated with this role: - **Client Consultation**: - Meet with clients to understand their...

  • Investment Advisor

    3 weeks ago

    Lucknow, Uttar Pradesh, India Prakir TheFinAcademy (OPC) Pvt. Ltd. Full time

    Investment Advisor Internship **Role**: - Provide personalized investment advice based on client needs (e.g., income maximization, capital preservation). - Act in the best interest of clients with fiduciary responsibility. **Key Skills**: - Strong interpersonal abilities to build and maintain relationships. - Critical thinking to assess investment...

  • Mutual Fund Advisor

    5 months ago

    Lucknow, India Finowings Training Academy Pvt.Ltd Full time

    **Role of mutual fund advisors** **Educating the investor(s)** The advisor has to chart a financial plan for the client based on their financial goals and educate the client on how to achieve them. This involves exploring different investment options. Therefore, you can easily evaluate how each can help or hinder the client’s financial...

  • Investment Advisor

    5 months ago

    Lucknow, India Awadh Landmark reality pvt ltd Full time

    Job Description: - **Smart Planning**: - Make cool strategies to help the company's real estate investments succeed and meet financial goals. - **Money Detective**: - Investigate the financial health of our real estate investments, keeping an eye on budgets, forecasts, and performance. - **Resource Juggler**: - Figure out where to put our money in...

  • Insurance Advisor

    5 months ago

    Lucknow, India Aditya Birla Capital Full time

    Product - Life Insurance and Investment Plans Job Description-Product - Life Insurance and Investment Plansnsurance and Investment Plans ---------------------Product - Life Insurance and Investment Plans and Investment Plans Salary = 17500 **Responsibilities**: --------------------- - 1- Meet or exceed sales targets and revenue goals by actively seeking...

  • Financial Advisor

    5 months ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Financial Advisor

    5 months ago

    Lucknow, India Greenpavak Biotech Private Limited Full time

    **Responsibilities and duties** - Provide financial planning support to clients - Support investment professionals to cultivate client relationships - Prepare financial plans and check their accuracy - Respond to prospective customer queries about financial planning - Assist in the development plans for the company - Maintain awareness of latest legislative...

  • Financial Advisor

    1 month ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    Personal financial advisors assess the financial needs of individuals and help them with decisions on investments such as tax laws, and insurance. Advisors help clients plan for short - and long-term goals, such as budgeting for education expenses and saving for retirement through investments. Their duties include **discussing** finances and **financial...

  • Insurance Sales Advisor

    1 month ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a full-time or part time hybrid role for a Field sales Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Field sales Advisor will be responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. Personal financial advisors assess...

  • Insurance Advisor

    1 month ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a full-time hybrid role for a Financial Advisor at Aditya Birla Sun Life Insurance in Lucknow. The Financial Advisor will be **responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. **Job Types**: Full-time, Permanent, Fresher Pay:...

  • Financial Advisor

    4 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Sun Life Insurance Full time

    Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. - Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. - Answering client questions about...

  • Financial Advisor

    3 weeks ago

    Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

  • Sales Advisor

    1 month ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a **Full-Time** and **Part-Time** hybrid role for a **(Sales) Financial Advisor at Aditya Birla Sun Life Insurance Company Ltd in Lucknow.** The **Sales Advisor (Financial Advisor)** will be **Responsible for Financial Planning, Retirement Planning, Child's future planning, Providing Financial Advice and Managing Investments.** This Role allows for...

  • Mutual Fund Executive

    5 months ago

    Lucknow, India Finowings Training Academy Pvt.Ltd Full time

    **Roles and Responsibilities-** - Helping Investor in investing in Mutual Fund Schemes - One should be familiar with working on the mutual fund panel to operate it - Advisory Role i.e.Investment Advisor, Mutual fund investment, KYC clarification, Handling Queries and Grievance,Redemption - Maintain Portfolio of Clients,connect with them related to SIP...

  • Insurance Executive

    1 month ago

    Gomtinagar, Lucknow, Uttar Pradesh, India Aditya Birla Capital Full time

    This is a full-time hybrid role for a Financial Advisor at **Aditya Birla Sun Life Insurance** in Lucknow. The **Financial Advisor will be responsible for financial planning, retirement planning, providing financial advice, and managing investments**. The role allows for flexibility with some remote work. Personal financial advisors assess the financial...

  • Bm Broking

    5 months ago

    Lucknow, India Kotak Securities Full time

    **Department**:Broking **Channel** **Designation: Branch Manager** **Grade: M3 or M4 - Manager OR Sr. Manager** **Years of Exp: 4 to 6 yrs** **Location: Mumbai **Role**: - Responsible for revenue generation in terms of brokerage for the branch, to achieve the branch income and manage profitability of the branch. - Responsible to manage a team of...

  • Financial Planning Expert

    2 weeks ago

    Lucknow, Uttar Pradesh, India GNF Global Pvt Ltd Full time

    Our organization is seeking a seasoned Financial Planning Expert to support clients in managing their portfolios and investment strategies. This role involves providing savings and protection solutions to help clients plan for life’s circumstances, both expected and unexpected.Key Responsibilities:Provide financial planning support to clientsSupport...

  • Financial Services Associate- Sales

    4 months ago

    Lucknow, India rojgari Full time

    Designation: Financial Services Associate - Sales Locations: Kaushambi Education: Any Graduate with Experience of Min 1 Year in Sales Profile MBA - Marketing Freshers can also applied who wants to make their career in sales of banking products. CTC: Best in Industry Job Role: Cross selling of Banking & Insurance products to existing customers... Warm...

  • Strategic Financial Consultant

    1 week ago

    Lucknow, Uttar Pradesh, India GNF Global Pvt Ltd Full time

    Key Responsibilities:Provide financial planning support to clients, involving the creation of tailored financial plans to meet their unique needs and goals.Support investment professionals in cultivating client relationships, ensuring a high level of customer satisfaction and loyalty.Requirements:Prepare accurate financial plans, reviewing and revising them...

  • Sales Advisor

    5 months ago

    Lucknow, India Awadh Landmark Reality Pvt Ltd Full time

    Supporting and helping build successful agents - Generating client leads to buy, sell, and rent a property - Managing a sales team and providing leadership, training, and coaching - Recruiting agents to the brokerage to increase size and sales - Assisting in negotiations between buyers and sellers - Responding to agent questions on contracts, negotiations,...

Independent Investment Advisor

3 months ago

Lucknow, India deVere Group Full time

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.


This role is based in Gurgaon or Mumbai and may require relocation.


We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.


Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.


Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.


You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.


Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.


Key Activities


  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
  • Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
  • Lump Sum Investments
  • Fixed-Income Products
  • Global Funds, including Equity, VC, ESG
  • Regular Savings Plans
  • Portfolio Bonds
  • International Pension Planning
  • Fintech
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.


Skills Required


  • You must have a certified Wealth Management or Financial Planning qualification to apply for this role.
  • A pre-existing, transferable client book of NRI HNWI is also required for this role.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • A proven sales track record in private advisory wealth management to your own clients
  • Have ambition, hunger for success and be driven by targets.


Company Benefits


  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.