Wealth Advisor

Role OverviewAs a Retail Sales Advisor, you will assist clients in building wealth through informed equity investments. You will primarily engage with potential customers via phone calls, promoting our products while focusing on converting high-quality leads. Effective communication skills are vital for success in this position.Key Responsibilities:Develop...

Senior Wealth Advisor A Senior Wealth Advisor at our Private Wealth Management firm is responsible for delivering personalized investment advice, financial planning, and wealth management services to Mass-Affluents and high-net-worth (HNW) clients. - This role involves managing complex client relationships, overseeing portfolio strategies, and working...

Senior Wealth Advisor A Senior Wealth Advisor at our Private Wealth Management firm is responsible for delivering personalized investment advice, financial planning, and wealth management services to Mass-Affluents and high-net-worth (HNW) clients. - This role involves managing complex client relationships, overseeing portfolio strategies, and working...

**Benefits and Opportunities**: As a Wealth Sales Manager at Premier Consultants, you will enjoy a competitive salary package, along with opportunities for career growth and development. You will also be working with a dynamic and supportive team that is passionate about delivering exceptional services to our clients.About the JobThis is an exciting...

Job Description:This role involves connecting with Wealth Advisors and Family Offices to explore investment opportunities in India and international markets. The successful candidate will be responsible for managing sales activities, hitting targets, and developing current business relationships. Additional responsibilities include creating annual budgets,...

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 client's...

Company DescriptionGoldStandard Wealth is a SEBI Registered Portfolio Management startup focused on democratizing portfolio management. The company caters to eligible individuals, offering them a foundation to launch their Fund Management careers without any net-worth criteria and technological & physical infrastructure requirements. So whether you're a...

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...

SMIFS Limited is a well-established financial services firm with over fifty years of experience in serving high-net-worth individuals (HNIs) and providing comprehensive wealth management solutions. We are looking for dynamic and experienced professionals to join our Wealth Management Team and build enduring, trust-based relationships with our esteemed...

The Role:We are seeking an experienced Sales Executive to join our team in Mumbai. As a Sales Executive, you will be responsible for driving sales growth by converting inbound leads into paying clients and actively generating new leads in the field. You will also engage with incoming leads, educate them about our investment opportunities, and convert them...

As a Portfolio Advisor at the deVere Group, you will have the opportunity to work with a diverse range of high net worth clients, helping them to achieve their financial goals through personalized investment advice and guidance. Your primary responsibility will be to manage and grow a portfolio of clients, developing tailored investment strategies that meet...

We are looking for an experienced Affluent Client Advisor to join our team at Anand Rathi Share And Stock Brokers Ltd. As a key member of our team, you will be responsible for acquiring and managing High Net Worth relationships by delivering exceptional standards of services.Job Responsibilities:Acquiring Preferred clients (Affluent & Super Affluent) through...

We are seeking an experienced Compliance Head for Wealth Business to lead regulatory compliance, risk management, and governance functions. The role requires expertise in SEBI regulations, risk assessment, internal audits, and regulatory reporting while ensuring strict adherence to legal and compliance frameworks governing wealth management services.Key...

Summary:This role focuses on providing comprehensive tax planning, estate planning, and family office services to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) in India. You will play a pivotal role in safeguarding and growing clients' wealth, ensuring compliance with Indian regulations, and facilitating seamless generational...

Summary:This role focuses on providing comprehensive tax planning, estate planning, and family office services to high-net-worth individuals (HNIs) and ultra-high-net-worth individuals (UHNIs) in India. You will play a pivotal role in safeguarding and growing clients' wealth, ensuring compliance with Indian regulations, and facilitating seamless generational...

Job OverviewAt The Financialist, we seek a skilled and innovative professional to join our advisory team as a Principal Wealth Advisor. This role entails providing expert investment guidance to clients, aligning with the principles of financial planning and considering their risk profile, goals, and milestones. Our ideal candidate will assess clients'...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

Objectives of this role- Building and maintaining solid relationships with clients, understanding their financial goals, risk tolerance and investment preferences.- Conducting in-depth economic assessments to analyse clients' current financial situations and identify areas for growth and improvement.- Developing personalised financial plans and investment...

The Financialist's OpportunityAs a Principal wealth advisor at The Financialist, you will play a crucial role in providing investment guidance to clients regarding their investment needs. This position entails assessing a client's financial situation, including retirement, saving for college, home buying, charitable donations, budgeting, debt reduction, or...

Key responsibilities Client Portfolio Management: Oversee existing portfolios and onboard new HNI/UHNI clients. Business Development: Identify, prospect, and engage with HNI/UHNI clients and Family Offices, driving sales across PMS, AIF, MF, equity, and alternative investments. Sales Strategy Implementation: Develop and execute strategies to enhance...