Wealth Advisor

**JOB TITLE**: Client Engagement Manager **LOCATION**: Gurgaon **ABOUT THE COMPANY** Primedin Wealth is a leading wealth management firm, specializing in providing comprehensive financial solutions to high-net-worth individuals and families. We are committed to delivering personalized service, innovative investment strategies, and a client-centric...

Connect on for more details on the role you may also whats up your resume on Job Title: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role)Education: Graduate (CFP/CFA/CA preferred)About the Role:Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with...

Job Description InvesTek is a leading fintech providing full stack financial services with the help of AI technology. InvesTek offers services across various verticals such as Wealth management, Investment Banking, M&A Treasury Management, Insurance, Private Equity, Lending Solutions, Startup Advisory, Tax Advisory dedicated to providing personalized wealth...

Description: We are seeking a dynamic and experienced Wealth Manager to serve as a trusted investment advisor and dedicated Relationship Manager to our affluent and High-Net-Worth (HNI) clients. This critical dual role requires leveraging deep financial planning expertise and strong relationship-building skills to design, implement, and manage tailored...

Job Description Fantastic opportunity to join and exciting a team supporting the international movement of employees and their family across the organisation. The Global Mobility Advisor will be responsible for managing end-to-end mobility processes including immigration, relocation, tax compliance, and assignment planning. This role requires strong...

Description:About CompanyTorfac signifies growth for every individual part of our team. We are a global organization with a vision of providing best in class service by harnessing synergies derived from combining cutting edge technology and human intelligence. The success of every organization depends on the team, and we are proud to say that, here at...

deVere Group of companies are the world’s premier wealth tech and advice organisation. deVere group via its well-regulated subsidiaries is able to access cutting edge technology to offer the best products and opportunities in the International Financial Services sector. Are you a self-starter and can think outside the box? We are seeking Business...

Key Responsibilities: Offer comprehensive financial advisory services to high-net-worth individuals (HNIs) and corporate clientsDevelop and manage investment portfolios aligned with client goals and risk appetiteAnalyze financial data, market trends, and investment opportunitiesMaintain strong client relationships and ensure high levels of client...

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

Financial Analyst Preferred Experience - 3+ Years Location - Gurgaon Employment Type - Full Time Job Description –  Providing clients with regular updates on their investments, including changes in value and performance compared to industry benchmarks Conducting research to identify new investments, evaluate their potential, and monitor their performance...