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...

J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments...

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...

This is a full-time role for a CAP ADVISOR located in the Greater Bengaluru Area. The CAP ADVISOR will be responsible for Inside sales, customer service and Investment-related tasks to meet the needs of different segments of society. Pay: ₹8,000.00 - ₹15,000.00 per month Schedule: - Day shift Work Location: In person

ob Description: Company Name: Apnaresearchplus Pvt.Ltd We have an urgent requirement for Financial Advisors (Stock Market). We are looking to hire an experienced Financial Advisor to advise clients on investment opportunities within the stock market. The responsibilities include analyzing the stock market, finding profitable investment opportunities, and...

**JOB DESCRIPTION** Across 55 U.S. markets, clients of the U.S. Private Bank (USPB) work with dedicated teams of specialists that bring their investments and financial assets together into one comprehensive strategy, leveraging the global resources of J.P. Morgan across planning, investing, banking, philanthropy, family office management, fiduciary services,...

The fundamental nature of the job encompass the below penned down duties and responsibilities:- Perform Equity Research as a Sell-side analyst.- Provide advice and guidance related to financial investments with a proper understanding of financial models and forecasting of numbers.- Educate clients about a range of investment products and services, and...

**JOB DESCRIPTION** J.P. Morgan Private Bank provides affluent clients with personalized financial advice, leveraging our global resources to help them achieve their goals. Our dedicated teams manage over $2.1 trillion in client assets worldwide. The International Private Bank (IPB) caters to clients from 80+ countries and operates in nine languages. The...

**Job Title**: CAP Advisor (Commission-Based) **Company**: IQUE CAP **Location**: Remote/Flexible **Job Type**: Commission-Based **About Us**: IQUE CAP is a dynamic investment platform focused on supporting startups by providing them with the necessary capital to grow and thrive. We connect innovative businesses with investors looking for high-potential...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

Below is the JD/KRA’s for the positions. Advisor CTC - Max-5LPA Terminal Seating New client acquisition - to acquire 2-3 new clients Revenue generation - revenue to be generated from broking accounts which are self-sourced and are sourced by RM’s Cross selling of third party investment products NISM 8 certification is mandatory in Gujrat Pay:...

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...

An Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell Insurance...

An Advisor assesses clients’ financial situations, offers strategic advice on various financial products and services, and develops personalized financial plans. They guide clients towards profitable and secure financial decisions, cultivate client relationships, and stay updated on industry trends. They also network, generate leads, and sell Insurance...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As the Client Advisor in our Global Private Bank Advisor Support Team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - Preparing presentations and materials for...

**Private Banking Advisor**: **Job ID**:R0349514**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-09-24**Location**:Bangalore**Position Overview**: **Job Title: Private Banking Advisor** **Location: Bangalore, India** **Role Description** **Cross Sell Initiatives** - Get Incremental AUM through various channels by way of regular...

**Who we are**: Fi is a money management app that listens to your needs, understands your wants, and gently nudges you to achieve your financial goals. On the inside, we’re a deep-tech startup that’s building a highly innovative and secure financial hub for a digital-first generation. **Who we’re looking for**: Exceptional, innovative people!...

**JOB DESCRIPTION** Job Responsibilities & Activities** J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities, and products to ultra-high and high net worth individuals and families in 36 countries around the world. We enjoy relationships with 40% of the individuals on the Forbes...

Position: Property Advisor (Inside sales) CTC: 35K Roles and Responsibilities: - Generate Leads through cold calling - Provide pre-sales and post sales services to clients. - Upsell new real estate investment opportunities. - Liaise between clients and builders for up to date status of service, pricing and new project launches. Requirement: - Must be a...

Intern - State Street Global Advisors **Who we are looking for**: State Street Global Advisors (SSGA) is the asset management business of State Street Corporation, one of the world's leading providers of financial services to institutional investors with over $4 trillion in assets under management and a heritage dating back over two centuries. Backed by the...