Senior Investment Advisor

Senior Financial Advisor OpportunityWe are seeking an experienced Senior Financial Advisor to manage relationships with affluent clients, advising them on their investments and overseeing their financial portfolios.Key Responsibilities:Acquire and retain high-net-worth clients through exceptional service and tailored investment solutionsDevelop and implement...

Investment Specialist Job Description">OverviewWe are seeking a skilled Investment Specialist to join our team. The successful candidate will be responsible for providing expert advice on investment opportunities and managing client relationships.The ideal candidate will have a strong background in finance, excellent communication skills, and the ability to...

Investment StrategistJob Summary:The Investment Strategist plays a key role in providing personalized investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.

Investment Banking Operations Leadership RoleA high-level leadership position is available within the Investment Banking Operations team.This role requires a seasoned professional with extensive experience in Global Wealth Management and Global Investment Banking, preferably with a strong understanding of Wealth management Operations.Key...

Investment CounsellorLocation: MumbaiDepartment: Wealth Management / Financial ServicesReports To: Head-Asset AllocationPosition Overview:The Investment Counsellor plays a crucial role in providing personalized investment aand financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment...

We are seeking highly skilled professionals to join our team in a senior role within the Financial Regulatory Practice.The successful candidate will play a key part in steering complex client engagements across regulatory supervision, policy formulation, risk management (including credit, market conduct, AML/KYC, and fraud), regulatory governance, and...

We're seeking a skilled professional to join our team as a Senior Business Advisor. As a key member of our organization, you will play a vital role in helping clients navigate complex business challenges.Key ResponsibilitiesDevelop and implement new methodologies and internal initiatives.Analyze and prepare reports, deliverables, and presentations for...

Job Opportunity: Investment & Asset Management ExecutiveAbout this role:We are seeking an experienced executive to lead our investment and asset management efforts. The successful candidate will be responsible for evaluating, structuring, and executing real estate acquisitions across India, with a focus on industrial parks.Key responsibilities...

Position: Portfolio Management Services - Wealth Advisor Key Responsibilities Client Acquisition & Onboarding Engage with qualified HNI leads Conduct comprehensive discovery calls to understand investment objectives, risk tolerance, investment horizon, and financial goals Present and explain PrimeInvestor's PMS strategies Analyze prospects' existing...

Position: Portfolio Management Services - Wealth AdvisorKey ResponsibilitiesClient Acquisition & OnboardingEngage with qualified HNI leadsConduct comprehensive discovery calls to understand investment objectives, risk tolerance, investment horizon, and financial goalsPresent and explain PrimeInvestor's PMS strategiesAnalyze prospects' existing investment...