Wealth Advisory Professional

Advisor Job DescriptionSeeking an experienced Advisor to join our Wealth Advisory team. This role involves trading, order execution, client handling, and cross-selling of wealth & investment products.Key Responsibilities:Execute equity, derivatives, options, and cash market orders on behalf of clients.Deliver end-to-end investment advisory services with a...

As a Senior Wealth Management Executive, you will lead a portfolio of high-net-worth clients, offering comprehensive investment advisory and wealth management solutions.This is an individual role requiring strong personal relationships, in-depth product knowledge, and a track record of building long-term client connections while delivering consistent revenue...

Unlock Global Investment OpportunitiesThe Director of Wealth at Borderless will drive the development and expansion of our wealth management division, ensuring high-quality investment solutions and client-centric financial planning. This position requires a deep understanding of portfolio management, regulatory compliance, and investment advisory, along with...

Wealth Management OpportunityWe're a fintech firm on a mission to reimagine wealth management in India's emerging affluent market. We believe the private wealth experience shouldn't be limited to a select few—and we're building a wealth-tech platform to make sophisticated investing strategies more accessible, transparent, and aligned with individual...

Join Our TeamAudit and Advisory ProfessionalWe are seeking an experienced Audit and Advisory Professional to join our team. As a key member of our advisory services group, you will be responsible for providing high-quality audit and advisory services to our clients.In this role, you will work closely with our clients to understand their business needs and...

We are seeking a skilled professional to join our team as a Wealth Strategist.The ideal candidate will have a proven track record of building and maintaining strong relationships with High Net-Worth Individuals (HNIs) and providing high-quality wealth management services. Key responsibilities include client acquisition, portfolio advisory, and relationship...

Client Service Associate Job DescriptionWe are seeking a highly motivated and detail-oriented professional to support various client servicing and operational functions in the wealth management industry.This role provides hands-on experience in client servicing, onboarding, and documentation processes, as well as supporting customer communication and service...

Our company seeks an experienced professional to fill the role of Private Wealth Manager. The ideal candidate will be responsible for providing personalized wealth management strategies to high net-worth individuals, retail clients, corporate houses, and financial institutions.Job DescriptionThis is a full-time position that requires the candidate to have...

Affluent Wealth Relationship ManagerJob Title: Affluent Wealth Relationship ManagerWe are seeking an experienced and skilled Affluent Wealth Relationship Manager to join our team in a key role.Key Responsibilities:Becoming familiar with the needs and preferences of affluent clients and delivering customized solutions to meet their financial goals.Developing...

Financial Services ProfessionalWe are seeking an experienced and skilled Financial Services Professional to join our team. As a Private Banker, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.This role involves working closely with clients to understand their financial goals and providing...