Investment Portfolio Counsellor

**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 &...

Job Description  ·         Research and generation of investment ideas (bonds and stocks) for clients as well as for proprietary trading·         Portfolio asset allocation in-line with each client’s Investment Policy Statement·         Draft investment memos for the Investment Committee·         Communicate investment...

About Prodigy Investment Management: Founded in 2005, Prodigy Investment Management is a niche service provider in the investment management space, whose approach is unconventional and unique. Using our Reverse Research approach, we look for unique businesses that are driven by their internal strengths, secular economic trends and structural changes. Please...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Wealth Clients. Acquiring and managing both business, individual...

Job Description Venture Capital Investment Director Role Overview: The Venture Capital Investment Director is a strategic leader responsible for driving investment decisions, managing portfolios, and fostering relationships within the technology sector. This role demands expertise in evaluating high-quality opportunities, structuring deals, and...

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....

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 1.      Purpose of the job We are seeking for a professional to manage investments, and portfolio management of its investee companies. Over the past 3 years the company has transformed from a corporate, to investment, holding company. Our portfolio of assets comprises minority interests in a microfinance bank, general insurance company,...

Increasing the Liability book and Investment AUM portfolio size through, deepening and new acquisition. Revenue generation through cross sell of business banking and wealth products like Trade Forex, Insurance, Investments, Retail Assets etc. Ensure quality of sourcing by acquiring Potential Insignia Clients. Acquiring and managing both business, individual...

About Prodigy Investment Management: Founded in 2005, Prodigy Investment Management is a niche service provider in the investment management space, whose approach is unconventional and unique. Using our Reverse Research approach, we look for unique businesses that are driven by their internal strengths, secular economic trends and structural changes. Please...

**Introduction** Enabling Qapital Ltd. (EQ) is a FINMA-regulated leading Impact Asset Manager dedicated to a world where investments provide a financial and social return. Following the objective of having a positive economic, social, and environmental impact, EQ currently manages USD 700M in Assets within Microfinance and Access to Energy / Clean Cooking....

Company Description BugleRock Capital (formerly o3 Securities) is a wealth management firm located in Bengaluru. We cater to private clients, institutions, and families, providing services in wealth management, asset management, and multi-family office. Our goal is to help our clients achieve their financial objectives through comprehensive and personalized...

Job Description (Primary Responsibilities): Responsible for Interest Rate Risk Management, Liquidity Risk Management, Funding & Cash Management, and Investment Operations of the firm’s Mortgage-Backed Securities portfolio and strategy. Collaborate with MBS Portfolio managers in the US to ensure regulatory compliance and appropriateness of risk appetite,...

Job Description Our client, a boutique wealth management firm located in sunny 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, with a focus on creating unique portfolios consisting of stocks and...

Position Title: Portfolio/Asset Classes and Commercial Deal Construct Specialist Location: Bengaluru, Karnataka About the Company: Sustainability Economics is a global organisation targeting the markets of US, Japan, EU, UK, Canada and Singapore. As a pioneer, our focus is on the Lifecycle Management of E2E Net-Zero transitions while leveraging our...

Join our fast-growing real estate private equity firm, led by former tech entrepreneurs and top-tier consulting professionals. Specializing in residential properties nationwide, we prioritize exceptional living experiences for residents and superior value for investors. We're seeking a dynamic Portfolio Manager to lead our innovative, tech-driven team and...

Role/Job Title - Trade and Fx Counsellor Business - Retail Banking Function/ Department - Branch Banking Job Purpose The role entails acting as a single point of contact for all trade related (forex, cross border, domestic etc.) products for the region/branches assigned to. The role bearer would be responsible for acquiring and driving the trade...

Job Description Open Position: Investment Manager, Digital (Wealth Management Organisation) An established Wealth Management Organisation in Malaysia is looking for Investment Manager, Digital to join the team and be based in the Kuala Lumpur office.Key requirements include: Bachelor’s Degree in Business Administration, Accounting, Economics, Finance, or...

Job Description : Auro Digital Inc ( is a Silicon Valley VC-backed (Inventus Capital anchor), market leading, SaaS platform specializing in Execution, Order, Investment and Portfolio Management Systems to institutions and HNW in both the Fiat and Digital assets. Our leadership team founded some of the world's most sophisticated asset managers...