Strategic Wealth Advisor

Strategic Leadership RoleWe are seeking a skilled professional to lead the development and expansion of our wealth management division. This role will focus on creating high-quality investment solutions and delivering exceptional client-centric financial planning.Lead Strategic Development: Develop and implement a comprehensive strategy for Borderless's...

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...

About the OpportunityThe role of a Strategic Advisor involves executing assignments in various areas, including regulatory matters related to generation and distribution utilities.Key responsibilities include bid process management for procurement of power for distribution licensees. This includes preparing feasibility assessments and advising on amendments...

Description:Job Description (Wealth Sales):Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio reviews and recommend adjustments based on market conditions and...

Company DescriptionWallet Wealth LLP is a SEBI Registered Investment Advisory company based out Chennai, Tamil Nadu, India. We are committed to providing top-notch financial services to our clients. Our mission is to help individuals and businesses manage their wealth effectively. We pride ourselves on our customer-centric approach and our innovative...

Wealth Sales INDIVIDUAL ROLE- 250 CR AUM only investment MF PMS AIF Build and maintain strong long-term relationships with a portfolio of high-net-worth clients Understand clients financial goals and risk tolerance to provide customized investment insurance and wealth planning solutions Conduct regular portfolio reviews and recommend...

As a seasoned leader in wealth management, you will be the face of our business and the first point of contact with clients. You will be responsible for acquiring and managing channel partners, as well as delivering exceptional services to them.Key Responsibilities:To acquire, build, and maintain strong relationships with independent financial advisors...

Strategic Partnership ManagerWe are seeking an experienced Strategic Partnership Manager to join our growing investment platform. This individual will be responsible for building strong relationships with Independent Financial Advisors (IFAs) and acquiring new IFAs to expand our partner network.This role requires a deep understanding of fixed income...

Job Title:Senior Manager, Global Wealth OperationsWe are seeking a seasoned professional to lead our global wealth operations team.This is a unique opportunity to transform and create a client-focused and data-driven efficient organization.The ideal candidate will have experience in engaging with clients, advisors, risk officers, and business COOs to...

Financial Advisor OpportunityWe are seeking a highly skilled and certified financial professional to join our team.The ideal candidate will have a strong background in wealth management, with a proven track record of success in managing high net worth clients. You will be responsible for building and developing a portfolio of clients, providing tailored...