Investment Portfolio Specialist

Job Description We are supporting our client in their search for an Investment/Portfolio Specialist (Financial Services sector). As an expert in the Financial Services sector, the Portfolio Specialist will be responsible for developing and implementing investment strategies, managing the SWF's investment portfolios, and optimizing asset allocation to achieve...

Job Description Our client, a boutique wealth management firm, is seeking a licensed and experienced Investment Specialist to join their team in Naples, Miami. As an Investment Specialist, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in making unique portfolios made up of stocks and bonds....

**Role/Job Title**: Investment Portfolio Counsellor **Business**: Retail Banking **Function/ Department**: Wealth Management **Place of work**: PAN India Job Purpose : Provide advice and guidance related to financial investments Educate clients about range of investment products and services and recommend options that might best serve their particular...

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. **Job Purpose**: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. **Roles &...

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. Job Purpose: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. Roles &...

Role/Job Title : Investment Portfolio Counsellor. Function/ Department : Wealth Management, Retail Liabilities. Job Purpose: Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective. Roles &...

Role/Job Title: Investment Portfolio Counsellor.Function/ Department: Wealth Management, Retail Liabilities.Job Purpose:Provide advice and guidance related to financial investments. Educate clients about range of investment products and services and recommend options that might best serve their financial objective.Roles & Responsibilities:Driving investment...

Job Description Our client, a boutique wealth management firm located in Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and...

Job Description Our client, a boutique wealth management firm located in Naples, Florida, is looking for an experienced and licensed Financial Advisor to join their team. As a Financial Advisor, you will be responsible for providing financial planning and investment advice to clients. The firm specializes in creating unique portfolios made up of stocks and...

Job Description The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team...

Job Description The Investment Analyst will be an integral part of the investment team, responsible for conducting detailed research and analysis of potential investment opportunities. This role requires a strong analytical mindset, financial acumen, and the ability to work in a fast-paced environment. The successful candidate will support senior team...

Our company is headquartered north of Copenhagen in Hellerup, alongside the Novo Nordisk Foundation, and have offices in London, Boston, San Francisco, Shanghai and Singapore. Our Asian investment platform was established in 2020, with offices in Singapore in 2021 and Shanghai in 2022. We are establishing our India office in 2024 to expand our Asian...

Company DescriptionSA Capital is a dynamic venture capital firm dedicated to empowering innovative startups in Southeast Asia. We are committed to fostering growth and technological advancement across the region. Our mission is to partner with visionary entrepreneurs to drive transformative change and sustainable success.Role DescriptionThis is a full-time...

Associate/Senior Associate, Investments, Novo Holdings Asia (Based in India) Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our...

Job description: Responsible for managing client's portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department. Communicating trading on calls and investing ideas to customers. To trade on behalf of clients. Responsible for brokerage generation. Cross selling third party...

Job Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta.  $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...

Job Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta. $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...

Job Description Nationally recognized Registered Investment Advisory seeking Portfolio Manager to establish office in Atlanta.  $50B AUM, focused exclusively on UHNW/HNW clientele. The PM and the Managing Director will work as a team supporting each other in the initial focus of Business Development though, the PM's primary goal is focused heavily on...

Company Description Resolute corp is a family office of promoters of Sanghi cement. Role Description This is a full-time on-site role for a Chief Investment Officer at Resolute Corp in Ahmedabad. The Chief Investment Officer will be responsible for managing and implementing investment strategies, overseeing investment management activities, analyzing...

Associate/Senior Associate, Investments, Novo Holdings Asia (Based in India) Are you looking for an exciting career opportunity where you can make substantial, positive impact on health, science and society by generating attractive long-term returns on the assets of the Novo Nordisk Foundation? We are looking for an Associate/Senior Associate to join our...