Wealth Advisor
1 month ago
WORK WITH INDIA’S BEST FINANCIAL ADVISORS and learn what it takes to be the best in the business MAKE A REAL DIFFERENCE in transforming people’s lives, because their financial health brings real happiness SLEEP IN PEACE EVERY NIGHT knowing you have worked productively and ethically, safeguarding your clients’ money as your own WORK FLEXIBLE HOURS and still achieve all your goals NEVER STOP LEARNING AND HAVING FUN with our regular team offsites WORK IN THE HEART OF BANGALORE and stay current with its buzz COUNT ON 5000 CLIENTS who bless us each day and whose back we have
Wealth Advisor
We’re hiring Junior/Senior
- **Wealth Advisors.**
Here’s your chance to work with India’s # 1 Financial Advisor.
**Job Location** - Bangalore (Hybrid)
**Reporting to** - Director
**Key Responsibilities**
- Creating and managing tailor-made portfolios for clients that meet their financial needs and requirements
- Providing timely and sound financial advice to maximize client benefits
- Ensuring active client engagement and participation in financial planning through aftersales service and client outreach
- Generating revenues by aligning appropriate financial instruments to meet client’s financial goals
- Acquiring new clients through referrals and innovative marketing initiatives
- Representing the organization in public and corporate-sponsored events
**Qualifications -**
- Postgraduate in any discipline
- Minimum 3 years of industry experience
- Certified Financial Planner (CFPCM) I Certifications in NISM X-A and X-B
**Required Skills**:
- Excellent communication, interpersonal and listening skills
- Capability to explain complex information in a simple manner
- Ability to network and establish relationships with clients
- Research and analytical skills
- Negotiation and influencing skills as well as determination and tenacity
- Strong entrepreneurial drive
- Willingness to try new ideas and take calculated risks
- Ability to engage with people and build deep and high-quality relationships
**Benefits**
- Growth and learning opportunities, working with the best financial advisors in the industry
- Flexible work hours & Hybrid model
- A culture high on ethics and people focus, with opportunities for growth and development
- An opportunity to work in a high impact role
- Competitive remuneration and incentive structure
a high growth trajectory
We are an Equal opportunity employer
-
Advisor
3 days ago
Bengaluru, India HEXAGON CAPITAL ADVISORS Full timeJoin 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 &...
-
Wealth Manager
2 weeks ago
Bengaluru, India Entrust Family Office Full timeCompany DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...
-
Wealth Manager
2 weeks ago
Bengaluru, India Entrust Family Office Full timeCompany DescriptionENTRUST FAMILY OFFICE is a boutique Multi Family Office based in Bengaluru. As one of the earliest SEBI registered Investment Advisory firms in India, our mission is to preserve, nurture, enhance, and transition our clients' wealth across generations. We operate on a pure advisory model, with zero conflict of interest, and offer holistic...
-
Client Advisor Support
1 month ago
Bengaluru, India JPMorgan Chase & Co. Full timeYou are a strategic thinker passionate about driving solutions using Client Management. You have found the right team. As the Client Advisor in our Private Banking team, you will spend each day defining, refining and delivering set goals for our firm Job responsibilities Preparing presentations and materials for client and prospective client meetings ...
-
Client Advisor Support
7 hours ago
Varthur, Bengaluru, Karnataka, India JPMorgan Chase & Co Full time**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...
-
Client Advisor Support
3 days ago
Bengaluru, India JPMorgan Chase & Co. Full timeJob Responsibilities & Activities . 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 Billionaire list making us...
-
Financial Advisor
2 weeks ago
Bengaluru, India Vibhinna Ventures Full timeCompany DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...
-
Financial Advisor
2 weeks ago
Bengaluru, India Vibhinna Ventures Full timeCompany DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...
-
Asset and Wealth Management
1 month ago
Bengaluru, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...
-
Client Advisor Support
3 days ago
Bengaluru, India JPMorgan Chase & Co. Full timeJob responsibilities Preparing presentations and materials for client and prospective client meetings Excellent knowledge of Asset Classes and characteristics and ability to work on Investment Proposals, Goal Based Analysis, Investment Reviews Coordinating with global investment specialists, wealth advisors and capital advisors on client needs,...
-
Financial & Investment Advisor
1 month ago
Bengaluru, India Pips Technology LLP Full timeWe 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...
-
Client Advisor Support
2 months ago
Bengaluru, India JPMorgan Chase & Co. Full timeYou are a strategic thinker passionate about driving solutions using market dynamics. You have found the right team. As a Client Advisor within our Global Private Bank Advisor Support Team, you will be responsible for defining, refining, and achieving the set goals for our firm on a daily basis. Job responsibilities Prepare presentations and materials...
-
Bengaluru, India Goldman Sachs Full timeAbout Goldman Sachs The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments, and high-net-worth individuals. The firm is headquartered in New York and...
-
Product Associate
2 months ago
Bengaluru, India JPMorgan Chase & Co. Full timeAs part of the IPB Digital Advisor & Client Solutions Product team, the IPB Product Manager , is responsible for ensuring that our Advisor’s have a seamless end-to-end experience across their digital ecosystem. Through partnership with the business, advisors, senior leaders, designers, and technologists, the Product Manager will shape the digital product...
-
Equity Advisor
1 month ago
Bengaluru, India Nuvama Wealth and Investment pvt ( Edelweiss) Full time**Role Description** This is a full-time on-site role for an Equity Dealer at Nuvama Wealth located in Bengaluru. The Equity Dealer will be responsible for managing the stock market, trading equities, finance, and investments. The Equity Dealer will also be responsible for executing buy and sell orders for clients, ensure timely and accurate execution of...
-
Asset and Wealth Management
2 weeks ago
Bengaluru, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial servicesfirm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
-
Asset and Wealth Management
2 months ago
Bengaluru, India Goldman Sachs Full timeAbout Goldman Sachs At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions,...
-
Bengaluru, India JPMorgan Chase & Co. Full timeWe are seeking a seasoned technology executive to lead and drive execution in our Wealth Management business in India. As a Senior Executive, you will be part of a global management team and help in developing and executing a comprehensive technology strategy aligned with the overall business objectives of the Wealth Management division, driving advisor...
-
Asset and Wealth Management
1 month ago
Bengaluru, India Goldman Sachs Full timeABOUT GOLDMAN SACHS At Goldman Sachs, we connect people, capital and ideas to help solve problems for our clients. We are a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and...
-
(High Salary) Financial Advisor
2 weeks ago
Bengaluru, India Vibhinna Ventures Full timeCompany DescriptionVibhinna Ventures was established in the year 2019 with the sole intension to help Salaried and Self-Employed Professionals to manage their Finances effectively and efficiently. We empower our clients with a holistic approach on Wealth management, Risk management, Budget Management and Financial Goal Planning. Our unique approach on...