Investment Advisor
21 hours ago
Hiring for MNC,
We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with excellent relationship-building and advisory skills.
- Build and maintain strong, long-term relationships with clients.
- Conduct financial assessments to understand client objectives, risk tolerance, and investment preferences.
- Provide personalized investment advice aligned with clients’ financial goals.
- Develop and recommend customized investment strategies.
- Manage and monitor client portfolios to ensure performance and risk alignment.
- Rebalance portfolios and make adjustments based on market trends and client needs.
- Stay updated on financial markets, economic developments, and investment products.
- Conduct research and analysis to identify market opportunities.
- Share insights and recommendations with clients in a clear and actionable manner.
- Ensure compliance with industry regulations, legal requirements, and company policies.
- Maintain proper documentation of client interactions, recommendations, and transactions.
- Promote ethical practices and uphold fiduciary responsibility.
- Work with internal teams to deliver comprehensive financial planning solutions.
- Identify opportunities to cross-sell financial products and services.
- Participate in networking, seminars, and events to expand client base.
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Investment Advisor
2 days ago
India Green HR Solutions Full timeHiring for MNC, We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management,...
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Investment Advisor
19 hours ago
India Green HR Solutions Full timeHiring for MNC, We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined...
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Investment Advisor
2 days ago
India Green HR Solutions Full timeHiring for MNC,We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with...
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Cofounder (CXO/Advisor with Investments)
3 days ago
Gurugram, Gurugram, India Zipbolt Innovations Full timeJob Description Zipbolt's mission is to Electrify Mobility and Accelerate India's EV adoption, fight against Global Climate Change while enabling Battery Safety and sustainable EV Lifecycle management. Zipbolt's Intelligent 2nd Life deployments have been successful over the past 3 years, into Smart battery packs for swapping systems as well as DC Fast...
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Investment Specialist
7 days ago
Bengaluru, India Workassist Full timeJob Description Work Level: Junior Leadership Core: Organized, Networking Leadership: Responsive Industry Type: Financial Services Function: Investment Advisor Key Skills: Private Wealth,Wealth Management,Investment Advisor,Investment Counsellor,Investment Counseller,Investment Specialist,Mutual Fund,Mutualfund sales,PMS Education: PG/ Master Note:...
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Strategic Investment Advisor
2 weeks ago
India beBeeInvestment Full time ₹ 8,00,000 - ₹ 16,00,000Investment Strategy SpecialistWe are seeking a seasoned investment strategy specialist to join our team. This role involves analyzing regional economic trends, market trends, policy changes, and regulatory developments to assess investment impact.Key responsibilities include supporting teams in delivering projects, expanding knowledge of the Indian business...
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Navi Mumbai, Mumbai, India ViSure Investment Affairs Full timeJob Description Job Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Ltd. Location: Belapur, Navi Mumbai Employment Type: On site, Full-time (Monday to Saturday) Experience: 5-6 Years About the Role: We are seeking an experienced Capital Markets professional with 56 years of expertise in equity...
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Unlock Your Global Investing Potential
2 weeks ago
India beBeeWealth Full time US$ 2,00,000 - US$ 2,50,000Director of Global Wealth ManagementThe Director of Global Wealth Management will be responsible for developing and expanding the wealth management division, ensuring high-quality investment solutions and client-centric financial planning.Key Responsibilities:Strategic Leadership: Develop and implement a global wealth management strategy, aligning with the...
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Head of Market Performance
2 weeks ago
India ViSure Investment Affairs Full timeJob Title: Manager - Capital Markets & Investment Banking Advisory Company: Visure Investment Affairs Pvt. Employment Type: On site, Full-time (Monday to Saturday)Experience: 5-6 Years We are seeking an experienced Capital Markets professional with 5–6 years of expertise in equity fundraising and investment banking transactions. Ensure all deals...
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Financial Advisor
3 days ago
India Tata AIA Life Full timeTATA AIA is a Life Insurance company and a part of TATA group. As the industry is flourishing, so is our brand. Financial Advisor's required: Training will be provided to become a Financial Advisor, and you will be responsible for providing financial guidance and advice to clients on investment and insurance opportunities. The Financial Advisor should be...
