
Executive Director of Investment Advisory
4 days ago
The Sr. VP – Wealth Management oversees a portfolio of high-net-worth and ultra-high-net-worth clients, providing comprehensive investment advisory and wealth management solutions.
Key Responsibilities:- Client Acquisition & Retention: Acquire, nurture, and grow relationships with HNI/UHNI clients, family offices, and senior professionals to achieve revenue targets.
- Wealth Planning: Act as a trusted advisor to clients, understanding their financial goals, risk appetite, and wealth planning needs to provide tailored solutions.
- Portfolio Management: Conduct regular portfolio reviews, offering strategic solutions aligned with market conditions and client objectives to maximize returns.
- Investment Products: Advise clients on a wide range of investment products including mutual funds, PMS, AIFs, bonds, structured products, and insurance.
- Wealth Creation Strategies: Provide tax-efficient investment strategies, succession planning guidance, and maintain up-to-date knowledge of market trends and regulatory changes.
- Operational Efficiency: Ensure strict adherence to SEBI, RBI, and IRDAI regulations, minimize operational and investment risks by adhering to company policies and compliance standards.
- Business Development: Drive cross-sell and up-sell opportunities across the wealth management and third-party product suite to achieve business growth.
- Client Engagement: Leverage existing relationships to grow client base through referrals, networking, and transparent, ethical, and client-centric practices.
- A competitive salary and benefits package.
- Ongoing training and professional development opportunities.
- A collaborative and dynamic work environment.
-
Global Investment Strategist
3 days ago
Ajmer, Rajasthan, India beBeeLeadership Full time ₹ 8,00,000 - ₹ 12,00,000Director - Wealth Job DescriptionThe role of the Director of Wealth at our organization involves driving 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...
-
Strategic Debt Advisory Leader
2 weeks ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 1,90,00,000 - ₹ 2,50,00,000Senior Investment Manager Job DescriptionWe are seeking a seasoned Senior Investment Manager to spearhead our debt advisory efforts.Key Responsibilities:Establish and maintain strong relationships with clients and lender partners to facilitate the placement of debt financing.Draft and develop client business overviews and investment memoranda, showcasing...
-
Strategic Tax Advisory Professional
6 days ago
Ajmer, Rajasthan, India beBeeTax Full time ₹ 15,00,000 - ₹ 21,50,000Job Role:As a strategic tax advisory professional, you will play a pivotal role in guiding clients on tax planning and compliance. Your expertise will be instrumental in helping clients navigate complex tax regulations and achieve optimal tax efficiency.Key Responsibilities:Manage advisory engagements for Indian and foreign multinational companies (MNCs)...
-
Strategic Investment Advisor
6 days ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 12,00,000About this roleWe are seeking a self-driven, financially skilled individual with an eye for investment analysis and advisory.Key Responsibilities:Learn about client interaction and investment strategies.Assist in preparing pitch books and investment presentations for clients.Analyze and present market data insights for portfolio recommendations.Benefits:This...
-
Research and Advisory Executive
3 days ago
Ajmer, Rajasthan, India beBeeDigitalPayments Full time ₹ 1,20,00,000 - ₹ 2,00,00,000Executive Lead for Digital Payments PlatformsWe are seeking a seasoned professional with extensive experience in banking, financial, or consulting advisory sectors to spearhead strategic research and advisory initiatives for digital payments platforms.About the Role:This senior role involves leading expert guidance on policies, product strategy, and...
-
Investment Strategy Specialist
6 days ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 30,00,000 - ₹ 50,00,000Investment analysts utilize a combination of financial knowledge and technical expertise to provide insights on investment opportunities.About the RoleAnalyzing market trends and providing data-driven recommendations for portfolio management.Developing and maintaining relationships with clients to understand their financial goals and risk...
-
Ajmer, Rajasthan, India beBeeFinancial Full time ₹ 10,00,000 - ₹ 1,01,00,000Investment professionals seeking an internship with a FinTech start-up will find this role appealing. As a Financial Services Analyst Intern, you will work on cutting-edge projects involving investment advisory, portfolio management, asset allocation, and risk profiling.Responsibilities:Investment Advisory & Client Engagement:Interact with clients and learn...
-
Investment Analyst
3 weeks ago
Ajmer, Rajasthan, India Grow Your Staff Full timeGrow Your Staff is seeking an Investment Analyst for Fuse Capital, a Debt advisory firm based in London, United Kingdom. The position is a full-time remote position.We are seeking a dynamic and results-driven Assistant Manager, Global Delivery, to join our growing team. This is a client focused role, you will work closely with our Investment Team and be...
-
Chief Investment Strategist
1 week ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 8,00,000 - ₹ 18,00,000Job Title: Strategic Investment OfficerWe are seeking an experienced Strategic Investment Officer to join our team. As a key member of the organization, you will be responsible for developing and implementing strategies to attract domestic and foreign investments across priority sectors.The ideal candidate will have a strong background in government sector...
-
Optimize Your Investments
4 days ago
Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 1,00,00,000 - ₹ 1,50,00,000Job OverviewPortfolio Investment SpecialistWe are seeking a highly analytical and detail-oriented Portfolio Investment Specialist with strong expertise in portfolio optimization and deep knowledge of investment products.Conduct thorough analysis of client portfolios to identify areas for improvement and implement strategic rebalancing techniques.Research and...