Wealth Manager/Investment Analyst/Wealth Advisor/Financial Planner

4 days ago

Jaipur, India Enploy Full time

Responsible for managing and optimizing the investment portfolio described as below:

- Investment Opportunity Evaluation:

- Identify and evaluate new investment opportunities.

- Conduct due diligence on potential investments, including financial modeling and risk assessment

- Collaborate with internal and external stakeholders to assess the viability of investment opportunities

- Continuously monitor and review investment portfolios to ensure optimal performance and alignment with client objectives.

Portfolio Management:

- Oversee and manage a portfolio of high-net-worth clients

- Provide personalized wealth management services, including investment strategy, asset allocation, and financial planning.

- Perform ongoing analysis and adjustments to optimize portfolio performance.

- Monitor market trends and economic indicators to inform investment decisions

Market Research & Analysis:

- Conduct comprehensive market research to identify trends, investment opportunities, economic conditions and risks.

- Monitor Domestic and International financial markets to optimize investment decisions.

Risk Management:

- Implement and maintain robust risk management strategies.

- Regularly review and assess the risk profile of the portfolio.

- Stay updated on regulatory changes and ensure compliance with financial regulations

Reporting & Documentation:

- Prepare detailed reports on portfolio performance, including financial statements and projections.

- Develop and maintain investment reports, presentations, and documentation.

- Present findings and recommendations to Investment Committee.

- Financial and Accounting Proficiency:

- Work closely with the finance and accounting teams to ensure accurate financial reporting.

- Utilize financial knowledge to support decision-making and investment - CA / CFA (Chartered Financial Analyst) certification or progress towards certification is highly desirable. OR

- Master's degree in:

- Finance

- Economics,

- Accounting, or a related field. OR

- MBA (Finance) OR equivalent degree

Experience:

- Min. 7+ years of experience in investment analysis, portfolio management, or a related field.

- Demonstrates experience in managing investment portfolios and sourcing investment opportunities.

- Proven track record of conducting market research and analysis.

(ref:iimjobs.com)

  • Wealth Manager-Investment Products

    3 days ago

    Jaipur, India Motilal Oswal Financial Services Ltd Full time

    Company DescriptionMotilal Oswal Financial Services Ltd. (MOFSL) is a well-diversified financial services firm offering a range of financial products and services. Role DescriptionThis is a full-time role for a Wealth Manager-Investment Products at Motilal Oswal Financial Services Ltd in Hyderabad. The Wealth Manager will be responsible for managing...

  • Investment Advisor

    5 days ago

    Jaipur, India eXp Gulf Full time

    Responsibilities and Qualifications:1.     As per job Title, don't get confuse with Marketing, Ponzi or MLM stuff2.     its completely Real Estate and Trading job, where you have to refer people for investing money and you will get handsome amount each month.3.     You don't have to invest anything, just referral, that’s the ‘job’...

  • Private Banker

    3 months ago

    Jaipur, India EMS CONSULTANCY Full time

    JD below for the Private Banker role Position: - Private Banker BU: Wealth Management Education: Full-Time Graduate/Master’s Degree CTC - Negotiable based on current salary and experience Role & Responsibilities - Offer Private Banking/ Wealth Management Services - Acquiring and Managing relationships of HNI and Super HNI clients, retaining &...

  • Financial Advisor

    3 months ago

    Jaipur, India Max life insurance Full time

    Company - Max life Insurance !!!Urgent Hiring!!! Role-Manager/Financial Advisor or Financial Consultant Working - Work from Home/Office, Part time Job, Freelancing, Full time (on roll job) Earnings - Rs 40,000-Rs Unlimited Earnings Preferred Profile - Graduate with any field, Practising CA, Mutual fund investors, Insurance agents, Retired (Public or...

  • Business Development Manager

    3 months ago

    jaipur, India Hem Securities Ltd. Full time

    Hem Securities Ltd. is India’s only prominent leader for all financial services including Merchant Banking, Investment Banking, Angel Investing, Private Equity, M&A, and Wealth Management & PMS Services. With more than 40 years of relentless excellence in serving to the customers, not only it is one of the best Stock Brokerage Firms in India but also an...

  • Private Banker

    1 week ago

    jaipur, India Emkay Global Financial Services Ltd Full time

    Job ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund related queriesEnsure delivery of various MIS reports as per requirementsTo develop short term and long term sales...

  • Premier Plus Relationship Manager

    3 months ago

    Jaipur, India HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. If you’re...

  • Premier Plus Relationship Manager

    3 months ago

    jaipur, India HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further. If you’re...

  • Financial Advisor

    2 weeks ago

    Jaipur, Rajasthan, India Max life insurance Full time

    Company - Max life Insurance !!!Urgent Hiring!!! Role-Manager/Financial Advisor or Financial Consultant Working - Work from Home/Office, Part time Job, Freelancing, Full time (on roll job) Earnings - Rs 40,000-Rs Unlimited Earnings Preferred Profile - Graduate with any field, Practising CA, Mutual fund investors, Insurance agents, Retired (Public or...

  • Financial Advisor

    3 months ago

    Jaipur, Rajasthan, India Max life insurance Full time

    Company - Max life Insurance !!!Urgent Hiring!!! Role-Manager/Financial Advisor or Financial Consultant Working - Work from Home/Office, Part time Job, Freelancing, Full time (on roll job) Earnings - Rs 40,000-Rs Unlimited Earnings Preferred Profile - Graduate with any field, Practising CA, Mutual fund investors, Insurance agents, Retired (Public or...

  • Private Banker

    3 weeks ago

    Jaipur, India Emkay Global Financial Services Ltd Full time

    Position: Private BankerExperience: 8+ YearsLocation – JaipurQualification - Post Graduate / MBA from a reputed instituteJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund...

  • Financial Analyst

    1 week ago

    jaipur, India Stegpearl Full time

    Finance AnalystWe are seeking a skilled Finance Analyst to join our team. The ideal candidate will be responsible for analysing financial data, providing insights and recommendations, and supporting financial decision-making processes. If you are a detail-oriented professional with a strong analytical mindset, exceptional mathematical skills, and a passion...

  • Financial Analyst

    7 days ago

    Jaipur, India Stegpearl Full time

    Finance AnalystWe are seeking a skilled Finance Analyst to join our team. The ideal candidate will be responsible for analysing financial data, providing insights and recommendations, and supporting financial decision-making processes. If you are a detail-oriented professional with a strong analytical mindset, exceptional mathematical skills, and a passion...

  • Business Development Manager

    3 months ago

    Jaipur, India Hem Securities Ltd. Full time

    Hem Securities Ltd. is India’s only prominent leader for all financial services including Merchant Banking, Investment Banking, Angel Investing, Private Equity, M&A, and Wealth Management & PMS Services. With more than 40 years of relentless excellence in serving to the customers, not only it is one of the best Stock Brokerage Firms in India but also an...

  • Financial Analyst

    3 weeks ago

    Jaipur, India Stegpearl Full time

    Finance AnalystWe are seeking a skilled Finance Analyst to join our team. The ideal candidate will be responsible for analysing financial data, providing insights and recommendations, and supporting financial decision-making processes. If you are a detail-oriented professional with a strong analytical mindset, exceptional mathematical skills, and a passion...

  • Financial Analyst

    1 week ago

    Jaipur, India Stegpearl Full time

    Finance Analyst We are seeking a skilled Finance Analyst to join our team. The ideal candidate will be responsible for analysing financial data, providing insights and recommendations, and supporting financial decision-making processes. If you are a detail-oriented professional with a strong analytical mindset, exceptional mathematical skills, and a passion...

  • Backend Operations Executive

    3 months ago

    Jaipur, India Wealth and Elegance Pvt Ltd Full time

    **Job Title: Backend Operations Executive - Luxury Experiences** **Overview**:As a Backend Operations Executive specializing in luxury experiences within our esteemed event company, you will play a pivotal role in ensuring the flawless execution of experiences and events for our exclusive clientele. Your responsibilities will encompass intricate logístical...

  • Private Banker

    3 weeks ago

    Jaipur, India Emkay Global Financial Services Ltd Full time

    Position: Private Banker Experience: 8+ Years Location – Jaipur Qualification - Post Graduate / MBA from a reputed institute Job Responsibilities Customer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplus Financial Planning (FP) and Portfolio Services Execution of transactions post FP and on periodical basis Manage Private Wealth, PMS...

  • Private Banker

    3 weeks ago

    Jaipur, India Emkay Global Financial Services Ltd Full time

    Position: Private BankerExperience: 8+ YearsLocation – JaipurQualification - Post Graduate / MBA from a reputed instituteJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund...

  • Private Banker

    3 weeks ago

    Jaipur, India Emkay Global Financial Services Ltd Full time

    Position: Private BankerExperience: 8+ YearsLocation – JaipurQualification - Post Graduate / MBA from a reputed instituteJob ResponsibilitiesCustomer Acquisition Minimum of 1 Cr. - 5 Cr and above investable surplusFinancial Planning (FP) and Portfolio ServicesExecution of transactions post FP and on periodical basisManage Private Wealth, PMS and AIF fund...