MoneyWorks4Me - Manager - Investment Advisory

4 weeks ago

Pune, Maharashtra, India The Alchemists Ark Pvt. Ltd. Full time

About MoneyWorks4ME:

We are a fiduciary Research and Investment Advisory with a clear commitment: Clients First. Always.

We partner clients to invest successfully in equity to create wealth and reach their goals.

With a proven Process backed by research, a transparent Platform that enables ease in working with clients, and dedicated advisors we are poised for rapid and sustained growth.

Towards this we are growing the team of investment advisors.

The Opportunity:

We are seeking a Senior Investment Advisor to lead our expansion and manage a team of Investment Advisors.

This role offers the opportunity to build a career in wealth management while contributing to clients' financial success.

What You'll Do:

- Lead a Team: Recruit, mentor, and manage Investment Advisors to drive AUA growth.

- Build Client Relationships: Develop trust-based relationships with existing and new clients.

- Create Financial Plans: Design comprehensive strategies aligned with client goals.

- Optimize Portfolios: Review and enhance existing portfolios for future growth.

- Drive Business Growth: Acquire new clients and build referral networks.

What We're Looking For:

Qualifications

Academic Background: A Master's degree in Finance, Economics, or Commerce.

CFA or CWM will be a differentiator.

Candidates must have/complete NISM XA and XB certifications or a valid CFP certification.

Experience: Minimum 2 years in client-facing advisory roles.

Essential Skills

- Strong relationship management and communication abilities.

- Solid knowledge of equity markets, mutual funds, and portfolio construction.

- Experience in financial planning and investment management.

- Team leadership and client acquisition capabilities.

MoneyWorks4me is wholly owned by two seasoned professionals from prestigious institutions IIT and IIM.

Their prior experience includes working with renowned companies like HUL and Castrol, and they launched The Alchemists Ark Pvt. Ltd. as a consulting firm in 2000, boasting a prestigious clientele list including M&M, Toyota, Maruti, Bajaj Auto, Castrol, Bosch, ICICI, among others.

Location: Pune in the first year.

Mumbai could be an option after a year.

(ref:iimjobs.com)

  • Consultant

    5 days ago

    Pune, Maharashtra, India Adamus Advisory LLP Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Company DescriptionAdamus Advisory LLP is an investment, asset management, and advisory firm specializing in real estate assets in India. We provide advisory services on high-growth asset classes within the Indian real estate industry across the capital stack. Leveraging our extensive expertise, we guide clients through the entire investment cycle, including...

  • Senior Manager

    1 week ago

    Pune, Maharashtra, India 4S Advisory Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Key responsibilities include: Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. Track...

  • Mutual Fund Specialist

    7 days ago

    Pune, Maharashtra, India MAHIR INVESTMENT ADVISERY Full time ₹ 4,00,000 - ₹ 12,00,000 per year

    Responsibilities:Manage client portfolios through investment advisory services.Collaborate with wealth management team on strategic planning.Monitor market trends and risks.

  • Investor Relations

    1 week ago

    Pune, Maharashtra, India Finnova Advisory Services Private Limited Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    About Us:Finnova Advisory Services Pvt. Ltd. is a leading financial advisory and investment consulting firm with deep expertise in corporate finance, supply chain finance, real estate finance, and credit rating advisory. We are expanding our investor network to create a strong pool of investors for exclusive real estate investment opportunities.Role...

  • Client & Investment Monitoring Analyst Investment Guideline Management

    6 days ago

    Pune, Maharashtra, India Deutsche Bank Full time ₹ 9,00,000 - ₹ 12,00,000 per year

    Job Title: Client & Investment Monitoring Analyst Investment Guideline Management (IGM)Corporate Title: NCTLocation: Pune, IndiaRole DescriptionAbout DWS:Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change.Join us at...

  • Senior Associate-advisory

    3 weeks ago

    Pune, Maharashtra, India Colliers International Full time

    Company DescriptionColliers NASDAQ TSX CIGI is a leading diversified professional services and investment management company With operations in 68 countries our 22 000 enterprising professionals work collaboratively to provide expert real estate and investment advice to clients For more than 29 years our experienced leadership with significant inside...

  • Director - Investment Research

    3 weeks ago

    Pune, Maharashtra, India AGR Knowledge Services Pvt Ltd Full time

    About UsAGR Knowledge Services Pvt.Ltd is into Research and Consulting providing outsourced research solutions to some of the world's largest manufacturing, financial services, consulting, and technology companies.Our team has accomplished more than 3000 assignments for over 250 global clients with over 2/3rd of the revenue coming from repeat clients.AGR...

  • Mutual Fund Advisor

    2 weeks ago

    Pune, Maharashtra, India Mahir Investment Advisers Full time ₹ 15,00,000 - ₹ 25,00,000 per year

    Role & Responsibilities:Conduct fundamental research on equities, sectors, and mutual funds.Analyse company financial statements, balance sheets, cash flows, and earnings reports.Prepare valuation models (DCF, comparables, ratios) for stock recommendations.Track macroeconomic indicators, interest rates, and policy changes affecting investments.Evaluate...

  • Senior Associate, Lead – Investment Banking

    2 weeks ago

    Pune, Maharashtra, India SA Global Advisors Full time ₹ 12,00,000 - ₹ 36,00,000 per year

    Senior Associate/Lead – Investment Banking - Tech Services M&AWe are looking for an experienced Senior Associate with relevant Capital Raise or M&A deal origination and full life-cycle experience across the Tech-enabled Services, AI, Data, and broader IT Services sector. Ideally, you have experience working with Technology Founders, CEOs and Investors to...

  • Equity Research Intern

    2 weeks ago

    Pune, Maharashtra, India RK Advisory & Training Full time ₹ 3,00,000 - ₹ 6,00,000 per year

    Company DescriptionWe suggest you enter details here.Role DescriptionThis is an internship role for an Equity Research Intern at RK Advisory & Training. The day-to-day tasks will include conducting equity research, analyzing financial statements, monitoring market trends, and preparing detailed reports. The intern will also assist in developing investment...