Principal Wealth Advisor

About the Financialist :The Financialist is strategically backed by Zerodha. We are building India's best Personal Finance & Wealth Management platform. We deliver comprehensive financial planning services aimed at enhancing clients' financial planning needs. Our team comprises Chartered Accountants, Chartered Financial Analysts, and Investment...

Key ResponsibilitiesWe are seeking an experienced Wealth Advisor to drive HNI client acquisition by targeting affluent and super affluent segments. The ideal candidate will cultivate relationships, grow AUM, advise on investments, and enhance portfolios. They will also research markets, collaborate with product teams, and organize events to fuel business...

What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

What are we looking for?  The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in...

What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

What are we looking for? The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description:The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind the...

About the RoleWe are seeking a seasoned professional to lead our operational strategy and execution efforts at Sapient Wealth Advisors & Brokers Pvt Ltd. As a key member of our team, you will drive initiatives to improve efficiency, scalability, and service delivery across the organization.Key ResponsibilitiesDevelop and implement operational strategies that...

Key responsibilities:• Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy• Curate & drive customized solutions and programs aligned to business and HR objectives• Collaborating with business heads on Overall Organization Structure & Talent...

Key responsibilities: • Partner with senior business stakeholders for understanding business goals and requirements and create roadmap for HR Interventions, in line with buss strategy • Curate & drive customized solutions and programs aligned to business and HR objectives • Collaborating with business heads on Overall Organization Structure & Talent...

Sapient Wealth Advisors & Brokers Pvt LtdWe are seeking a seasoned professional to join our team as a Strategic Wealth Management Executive.Key Responsibilities:Develop and implement operational strategies that align with the firm’s business goals.Drive initiatives to improve efficiency, scalability, and service delivery across the organization.Ensure...

Position: Research AnalystExperience: 10yrs+Location: Nariman PointJob Description :Role Overview:The Research Analyst will be responsible for supporting portfolio managers and advisors in providing well-researched investment options, analyzing market trends, and offering strategic insights to meet client goals. The candidate will conduct in-depth analysis...

Zecruiters Jobconnect Pvt Ltd is hiring Wealth Advisor for one of the reputed Finance Services. Experience : 2 and above Ctc : upto 15lpa Location : Andheri Chakala, Mumbai We are seeking a motivated and experienced individual to join our team as an Executive/Senior of new clients, creating personalized financial plans, discussing various financial...

Job OverviewWe are seeking a skilled Private Wealth Advisor to join our team at Deutsche Bank in Mumbai. As a key member of our Private Banking division, you will play a crucial role in building and maintaining relationships with high net worth clients, providing expert financial advice, and driving business growth.Key ResponsibilitiesAcquire and retain high...

What are we looking for?  The Financialist is seeking an individual who swears by “Stay Hungry Stay Foolish” and comes up with innovative solutions. Job description: The job entails providing investment guidance to clients regarding their investment needs. The advice given should be coherent with the principles of financial planning, keeping in mind...

About the company:Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include:Goal-Based Financial ManagementRisk Mitigation & Insurance PlanningFixed...

About the company: Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include: Goal-Based Financial Management Risk Mitigation & Insurance Planning Fixed...

About the company: Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include: Goal-Based Financial Management Risk Mitigation & Insurance...

About the company: Digital family office with a team of over 12 CAs, CFAs, CFPs, and MBAs, serving more than 250 clients and managing ₹100 crore in AUM. The company acts as a personal wealth manager for all investment, insurance, tax, and other financial needs. The services include: Goal-Based Financial Management Risk Mitigation & Insurance Planning...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...

Location – Mumbai – Lower ParelPosition: Wealth Manager - Private WealthBroader Role / Responsibilities:Acquisition of Wealth Clients:1. Wealth Manager will be responsible for acquiring & advising HNI clients. Leadsof Affluent & Super Affluent client base from the existing pool of clients withinthe company will be given.2. Build up the sales funnel via...