Current jobs related to Qualified Financial Advisor - mumbai - deVere Group

  • Financial Advisor

    2 weeks ago

    Mumbai, India Surabhi Financial Services Full time

    A member of our talent acquisition team will review your submission and it your experience and skills aligns, we will reach out to you and schedule a call to have a conversation. **Financial Advisor** Job Location - Mumbai Western Suburb : Kandivali (E) **What are we looking for / Job Description** We are looking for Financial Advisors to join our team....

  • Financial Advisor

    3 weeks ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    Job Description: Financial Advisor (Freshers) **Responsibilities**: - Meet with clients to review their financial goals and objectives, and develop a comprehensive financial plan - Analyze and manage clients' investment portfolios, including stocks, bonds, mutual funds, and other securities - Provide clients with ongoing communication, education, and...

  • Financial Advisor

    2 weeks ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    Job Description: Financial Advisor Summary of Role: **Responsibilities**: - Meet with clients to review their financial goals and objectives, and develop a comprehensive financial plan - Conduct risk assessments and provide investment recommendations based on clients' risk tolerance, investment time horizon, and financial circumstances - Analyze and manage...

  • Financial Advisor

    1 week ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance...

  • Semi Qualified Ca

    4 weeks ago

    Mumbai, India Gennext Strategy Advisor Full time

    Greetings From Gennext Strategy Advisors We have an opening for the Inter CA Company name: Nimesh Vora Location: Andheri (E). Salary 35-50K per month(based upon experience) Min 3 years experience **Responsibilities**: - Maintaining proper accounting records - Assessing financial risks and suggesting preventive measures - Liaising with clients,...

  • Qualified Financial Advisor

    1 day ago

    Mumbai, India deVere Group Full time

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing. We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

  • Qualified Financial Advisor

    1 week ago

    mumbai, India deVere Group Full time

    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training,...

  • Financial Advisor

    1 week ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    **Job Description**: Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria...

  • Financial Advisor

    2 weeks ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    v Investment Specialist (Financial Advisor) role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make wise investment decision based on various factors. v Business development and acquisition of new investor is the key criteria of performance...

  • Financial Advisor

    2 weeks ago

    Mumbai, Maharashtra, India Money Honey Financial Services Pvt. Ltd. Full time

    Job Description: The investment Specialist (Financial Advisor) role is to be in touch with an investor over the phone and update them about the latest ongoing schemes (which includes, MF, FD, Govt. Bonds, Debentures, etc) and help them to make a wise investment decision based on various factors. Qualification: Minimum Graduate from any stream. Experience:...

  • Financial Advisor

    3 weeks ago

    Mumbai, Maharashtra, India MentorBeep Full time

    Continuous interaction with investors over phone. This will help advisor to build strong relationship with investors. - Providing regular updates about new schemes, products, new issues, dividends, public issues or any changes in market conditions. - Common job duties include interviewing clients, analyzing financial information, recommending financial plans...

  • Financial Advisor

    6 days ago

    Mumbai, Maharashtra, India Find Next Hire Full time

    Company OverviewWe are a community-driven organization dedicated to empowering individuals to achieve financial freedom and reach the top 1%. Our mission revolves around raising awareness through targeted content creation, effectively channeling a high-intent audience towards financial services.We believe that India's financial services sector is...

  • Equity Advisor

    1 week ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    We are seeking a motivated and enthusiastic individual to join our team as a Financial Advisor. In this role, you will be responsible for providing financial advice to clients and helping them achieve their financial goals. As a financial advisor, you will work with clients to assess their financial needs, develop suitable financial plans, and help them make...

  • Fresher Graduates financial Advisor goregaon mumbai

    2 weeks ago

    Mumbai, Maharashtra, India Money Honey Financial Services Pvt. Ltd. Full time

    **JD: Investment Specialist/ Financial Advisor** **Company Profile**: We are a one-stop financial services shop, widely known for quality of its advice, personalized service and cutting-edge technology. We started our journey in 2008. Currently we are serving more than 50,000 investors with a team of 100 members. Investment Specialist (Financial Advisor)...

  • Financial Advisor

    3 weeks ago

    Mumbai, Maharashtra, India Datamatics HR & Consultancy services Full time

    **Job Title**: Financial Advisor - Accounting Services **About Us**: Datamatics is a leading provider of comprehensive accounting services, dedicated to helping businesses in the UK optimize their financial operations. We are seeking a skilled Talent with strong communication abilities and a solid understanding of accounting principles to join our team and...

  • Professional Financial Advisor

    6 days ago

    Mumbai, Maharashtra, India KGK Group Full time

    **Job Overview**KGK Group is hiring a Professional Financial Advisor to support the financial well-being of our clients. As a Professional Financial Advisor, you will play a key role in developing and implementing financial plans that meet our clients' unique needs.The ideal candidate will have a strong background in accounting principles, tax regulations,...

  • Financial Advisor-insurance

    4 weeks ago

    Mumbai Central, Mumbai, Maharashtra, India Sky Services Full time

    Job title:Financial Planning Advisor/ Investment Advisory **We need people who are-** Active Listener. Passionate about making money work harder for clients by Good Communicator. Willing to take extra steps for clients. Comfortable with Excel & MS Word & PPT Entrepreneur mind set. **Their Day to Day job will include-** Align Meetings for prospective...

  • Investment Advisor

    3 weeks ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    Freshers Are WELCOME! 1. We seek a motivated and enthusiastic individual to join our team as an Investment Advisor. 2. In this role, you will provide financial advice to clients and help them achieve their financial goals. **Salary**: ₹15,000.00 - ₹25,000.00 per month Schedule: - Day shift

  • Financial Advisor- Freshers Also Apply

    2 weeks ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    Job Description: 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance...

  • Financial Advisor

    7 days ago

    Mumbai, India Money Honey Financial Services Pvt. Ltd. Full time

    Job Description: 1.Financial Advisor role is to be in touch with investor over the phone and update them about latest ongoing schemes (which includes, Mutual Funds, Bonds etc.). 2.Help them to make wise investment decision based on various factors. Business development and acquisition of new investor is the key criteria of performance...

Qualified Financial Advisor

1 week ago

mumbai, India deVere Group Full time

deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.


We are looking for Qualified Wealth Managers who want to join us on our journey of continued growth. Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business. Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.


Our culture is built on hard work and supporting our people to succeed while building an affluent career. We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.


Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management. deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client. You will have the opportunity to run and manage many parts of a client’s wealth, taking a healthy interest in the well-being of your client’s finances.


You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.


Using a consultative process, you will be wholly responsible for gaining as much information about the client’s wants and specific situation, and tailor a personalised strategy using a range of financial products and services. We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.


Key Activities


  • Build and develop a bank of wealth management clients (B2C only).
  • Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.
  • Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.
  • Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.
  • Deliver needs-based solutions through effective communication and influencing.
  • You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
  • Analyse markets globally and the client’s situation to pick the correct products and services for those client’s needs. You will have access to license's across multiple locations.
  • Advise on a full range of products and services that can be offered. Providing individualised advice on personal wealth across:
  • Lump Sum Investments
  • Fixed-Income Products
  • Global Funds, including Equity, VC, ESG
  • Regular Savings Plans
  • Portfolio Bonds
  • International Pension Planning
  • Fintech
  • Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.
  • General administrative duties as required by the role.


Skills Required


  • You must have a certified Wealth Management or Financial Planning qualification to apply for this role.
  • A pre-existing, transferable client book of NRI and/or HNI is also required for this role.
  • Service focused with strong numerical and analytical skills with close attention to detail.
  • Previous experience in managing high net worth clients is desirable but not essential.
  • An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
  • A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
  • Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
  • A proven sales track record in private advisory wealth management to your own clients
  • Have ambition, hunger for success and be driven by targets.


Company Benefits


  • Opportunity for further chartered qualifications relevant to the industry.
  • Multitude of career opportunities and progression.
  • Opportunity to transfer to different locations.
  • Competitive commission bonus based on a transparent structure.
  • Individual and team training that supports your development.
  • Client and employee events.