Investment Advisor

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

Role & responsibilitiesDrive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices.Advise Wealth Managers on the latest investment products and asset-class views.Propose new product ideas to the Investment Committee.Optimize and automate investment processes, with due focus on regulatory compliance.Build and maintain...

Financial Advisor job role,Financial advisors advise clients on investments, taxes, estate planning, college savings accounts, insurance, mortgages, and retirement. They are also known as personal financial advisors, financial planners, financial advisers, financial service advisors, and investment advisers. **Job Types**: Part-time, Freelance Contract...

Position: Investment SpecialistFunction: Investment AdvisorIndustry: Financial ServicesEducation: PG/MasterJob Summary:We are seeking an organized and highly responsive Investment Specialist to join our financial services team. The ideal candidate will have a strong background in wealth management and mutual fund sales. This junior leadership role is...

Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note: This is a requirement for...

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

As an Office Administrator, you will play a pivotal role in ensuring the smooth functioning of our office operations while providing exceptional support to our team and maintaining high standards of service for our clients and stakeholders. Reporting directly to the CEO, you will be responsible for managing day-to-day activities and fostering a productive...

JOB DETAILS 1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert.2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets. 3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics. 4)Generate...

Join us and nurture your knowledge and skill-sets. Become a member of one of the most experienced and respected advisory teams in India. - **Our Values**: **Valuing Relationships**: - We don’t just juggle numbers. We are empathetic to our clients. **Transparency & Disclosures**: - Our recommendations are always backed by hows and whys. - **Diligence &...

Company Description Geojit is one of India's leading investment services companies, with a significant presence in the Gulf Cooperation Council (GCC) countries. Serving over one million clients through a network of more than 500 offices, Geojit offers a comprehensive range of investment solutions including equity and currency derivatives, portfolio...