Investment Advisor

We are seeking someone who is talented and wants to learn to be a successful investment advisor. You must be results-oriented, think strategically, and build connections with investors and high-ticket clients. **Responsibilities**: Achieve sales and business targets, including client acquisition by promoting the firm’s investment products to...

**Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

Share- Tweet **Posted By**:I Mates Consultants | **Posted on**: July 11, 2023**: - India Bengaluru/Bangalore - 1200000-2200000 RS - 5-18 **Scope of the Role**: Driving investment product advisory through sales team, Ownership of the investment target of the cluster / location thatthey are mapped. > Educate client about investment options and potential...

Company 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...

You 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...

You 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 ...

About DeleteMe, The Online Privacy Company DeleteMe is the online privacy company that makes easy-to-use tools for consumers and businesses to control what personal information companies, third parties, and what other people see about them online. DeleteMe is a rapidly growing SaaS privacy business operating globally and remotely / WFH - we are the emerging...

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 $4.1 trillion in assets under management (Dec'23) and a heritage dating back over two centuries. Backed by the strength and stability of the State Street...

A financial advisor is a professional who gives advice about managing your money to reach financial goals.They help clients achieve their financial goals by offering financial products and services, researching and pursuing investment opportunities, and creating financial plans based on their clients’ objectives, risk tolerance, income, expenses, assets,...

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 $4.1 trillion in assets under management (Dec'23) and a heritage dating back over two centuries. Backed by the strength and stability of the State Street...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions using financial and legal knowledge skills. You have found the right team. As the Wealth Advisor professional in our team you will spend each day defining, refining and delivering set goals for our firm Job responsibilities - You will be reviewing sophisticated estate plans,...

East Green Advisors, a SEBI registered PMS, has an exceptional opportunity for a self-driven Equity Research Analyst in the Investments team.About the founders:The founders bring cross functional multi-industry experience (10+ years each) across hedge funds, family investment offices, NBFCs, management consulting, pharma, FMCG and internet startups. The...

Global Finance & Business Management ("GF&BM") India is a combined LOB-aligned (Line of Business-aligned) finance & business support team located in India and is part of JPMorgan's global capability center (GCC). We are part of the Office of the CFO (OCFO) organization within JPMorgan, which has 13000+ people across the globe, majority of whom are tasked...

**The Role**: **JOB TITLE: Digital Open Source and IP Advisor** **Where you fit** - The digital innovation commercial team is focussed on accelerating a technology revolution that enables rapid decarbonization by digitalizing the global energy system. Cooperation and working together with external parties are the best path to individual and collective...

**Company Overview**: FinAtoZ is a SEBI Registered Investment advisory company, started by techie founders who understand the value of human connection in important decisions like investments. Our online platform is a state-of-the-art secure platform and you get details about your portfolio online and can keep track of your financial journey. Our offering...

**The Role**: **JOB TITLE: Digital Commercial Advisor** **Where you fit** - Shell has invested in developing differentiated Digital products where an alternative does not exist on the commercial market or is not sufficiently mature to serve a Shell business need - Many of these products remain differentiated compared to the broader market offerings, where...

A Financial Adviser 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...

**JOB DESCRIPTION** You are a strategic thinker passionate about driving solutions as a Digital Product owner **.** You have found the right team As a Product owner in our Global Private Bank you will spend each day defining, refining and delivering set goals for our firm. **Responsibilities**: - Leading digital initiatives within our CRM360 Platform -...

Prop Times is one of the Topmost Real Estate consultants in Bangalore. We help businesses to grow with our customized realtor solutions and we aim at adding value to your life with our result-driven and pragmatic strategies. We are among the top names in the industry. We help our clients to buy their valued investments with our experience and quality...

The institutional asset management industry is evolving. Clients need more than products; they need a trusted partner and advisor with a deep understanding of their needs who can help them achieve their goals. State Street Global Advisors is seeking a talented individual who can support and enable our client facing teams to succeed in this environment. Are...