Wealth Manager/Investment Analyst/Wealth Advisor/Financial Planner

About the JobThe Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the first point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties...

Investment Analysis & Portfolio ManagementAt Enploy, we are seeking a highly skilled Wealth Portfolio Strategist to join our team. The successful candidate will be responsible for managing and optimizing investment portfolios, including evaluating new investment opportunities, conducting due diligence, and collaborating with internal and external...

Job DescriptionAbout Yubi Yubi, formerly known as CredAvenue, is re-defining global debt markets by freeing the flow of finance betweenborrowers, lenders, and investors. We are the world's possibility platform for the discovery, investment, fulfilment,and collection of any debt solution. At Yubi, opportunities are plenty and we equip you with tools to...

About Yubi Yubi formerly known as CredAvenue is redefining global debt markets by freeing the flow of finance betweenborrowers lenders and investors. We are the world's possibility platform for the discovery investment fulfilmentand collection of any debt solution. At Yubi opportunities are plenty and we equip you with tools to seize it.In March 2022 we...

We are looking for **Financial Planner for Jaipur **Location - Exp - **2+ Years In Financial Planning, Wealth Management** Qualification - **CFP, NISM **Certification Location - Horizon Tower JLN Marg Jaipur CTC - 15k-35K Pay: ₹15,000.00 - ₹35,000.00 per month Schedule: - Day shift **Experience**: - total work: 1 year (preferred) Work Location:...

Job SummaryWe are seeking a highly skilled Investment Portfolio Manager to join our team at Enploy. As a key member of our wealth management team, you will be responsible for managing and optimizing investment portfolios for high-net-worth clients. Your expertise in investment analysis, portfolio management, and market research will be instrumental in...

**Job description** **Company Description** Financial Friend, located in Jaipur, offers all-inclusive financial planning services thr 3. ough a three-tier consultation process of Analysis >> Advice >> Execution. Clients benefit from systematic investment planning based on their risk profile and financial goals, receiving unbiased advice and customized...

**Job description** **Company Description** Financial Friend, located in Jaipur, offers all-inclusive financial planning services thr 3. ough a three-tier consultation process of Analysis >> Advice >> Execution. Clients benefit from systematic investment planning based on their risk profile and financial goals, receiving unbiased advice and customized...

Operations - Support AnalystWho is Private Client Resources (PCR)?PCR is a fast growing, dynamic, global FinTech company focused on changing the way wealthy families and their advisors view their financial assets and make financial decisions. PCR delivers a safe, efficient and scalable technology platform to consolidate and globally share data from thousands...

Job Description - Account ManagerAn account manager (AM) role is to support the RM in maintaining and building the RM wealth managementbusiness.Role:1)Financial Planning , Portfolio Strategy and Reportinga. Assisting the RM in making of financial plans for clients keeping in mindi. Client requirement andii. Our 2 point strategy by following the 6 step...

Prabhudas Lilladher Group is a full-service financial services organization with a presence in stock broking, investment banking and corporate advisory, equity research, institutional equities, wealth management and portfolio management services. We have been in the business since the last 80 years.Position Overview: Prabhudas Lilladher Pvt. Ltd. is seeking...

About Yubi GroupYubi Group, formerly known as CredAvenue, is revolutionizing global debt markets by streamlining the flow of finance between borrowers, lenders, and investors. We are the world's leading platform for the discovery, investment, fulfillment, and collection of any debt solution. At Yubi Group, opportunities are plentiful, and we equip you with...

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

The Relationship Manager-Wealth is the ultimate face of the business as (s) he is going to be the final point of contact with the client. (S) He would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S) He would be expected to establish strong ties with them...

Job Title: Transaction ManagerAs a key member of our team at Neo Wealth and Asset Management, you will play a pivotal role in driving sales and delivering exceptional advisory services for luxury residential properties. Your focus will be on building and maintaining strong relationships with high-net-worth clients, ensuring seamless transactions, and...

An **Equity Dealer** is a professional who buys and sells stocks, shares, and other equity-related securities on behalf of clients or institutions. Their primary function is to execute trades in the equity markets, often providing advice on market conditions, stock picks, and portfolio management. They work with individuals, corporations, or institutional...

Job Title: Sales ManagerAt Franklin Templeton, we're driving our industry forward by developing new and innovative ways to help our clients achieve their investment goals. Our dynamic and diversified firm spans asset management, wealth management, and fintech, offering many ways to help investors make progress toward their goals.Key...

Financial Analyst MBAThe Financial Analyst MBA role at Revolution Software Services Pvt. Ltd is a dynamic opportunity for an MBA graduate to apply their skills and knowledge in a fast-paced environment. The successful candidate will be responsible for managing and analyzing the financial aspects of the company, including budgeting, forecasting, financial...

About the RoleF336 Deutsche India Private Limited, Jaipur Branch is looking for a highly skilled Financial Analyst - Investment Banking to join our Confirmations / Settlements team. As a key member of our team, you will be responsible for processing daily confirmations and settlements related activities for global clients across FX, Rates, and Credit...

Unlock New Opportunities with HSBCAt HSBC, we're committed to helping our clients achieve their financial goals. As a Premier Relationship Development Manager, you'll play a key role in growing our client base and delivering exceptional customer service.Key Responsibilities:Maximize profit and growth of Premier clients' portfoliosAchieve financial targets by...