Wealth Portfolio Strategist
2 days ago
We are seeking a seasoned Wealth Portfolio Strategist to join our team at Waytogo Consultants.
Key Responsibilities:- Client Relationship Management: Build and maintain long-term relationships with clients by providing personalized wealth management services, acting as their primary point of contact for all financial needs, concerns, and goals.
- Wealth Assessment and Planning: Conduct in-depth financial assessments to understand clients' wealth management objectives, risk tolerance, and investment preferences, designing and recommending tailored investment portfolios using various asset classes and financial instruments.
- Portfolio Management: Regularly review and adjust client portfolios to align with changing financial goals and market conditions, ensuring optimal wealth growth over time.
- Product Promotion: Promote and cross-sell a range of banking products, including savings, investment, and insurance products, to meet clients' diverse needs.
- Collaboration and Compliance: Work closely with other departments to offer comprehensive financial solutions, ensuring compliance with regulatory requirements, bank policies, and industry standards.
- Strong Communication Skills: Excellent verbal and written communication skills to effectively interact with clients and internal stakeholders.
- Financial Acumen: In-depth knowledge of financial markets, instruments, and regulations to provide expert advice to clients.
- Business Development: Proven ability to identify and pursue new business opportunities through market research and strategic planning.
- Competitive Salary: An attractive salary package reflecting the complexity and demands of this role, estimated at $120,000 - $150,000 per annum, commensurate with experience.
- Ongoing Training and Development: Access to ongoing training and professional development opportunities to enhance skills and stay up-to-date with industry trends.
- Flexible Working Arrangements: Flexible working arrangements to balance work and personal life, with options for remote work and flexible hours.
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Portfolio Research Specialist
3 weeks ago
Cochin, Kerala, India Zappier Technologies Full timeJob DescriptionThe successful incumbent will be responsible for providing high-quality investment research to support portfolio management for a dedicated group of investors.Main Responsibilities:Provide high-quality research to support Client Advisers in providing excellent advice to high net worth clients and investors.Partner with Client, Business...
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Strategic Wealth Manager
7 days ago
Cochin, Kerala, India Waytogo Consultants Full timeCompany Overview: Waytogo Consultants is a leading financial services firm dedicated to delivering exceptional wealth management solutions.">About the Role: We are seeking an experienced Strategic Wealth Manager to join our team. As a key member of our financial services division, you will be responsible for building and maintaining strong relationships with...
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Digital Content Strategist
1 month ago
Cochin, Kerala, India ADVENXA Full timeJob Title: Digital Content StrategistAt ADVENXA, we are seeking a highly skilled Digital Content Strategist to join our team. As a Digital Content Strategist, you will be responsible for developing and producing high-quality video content and written materials for various platforms, including social media, blogs, and marketing campaigns.Key...
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Senior Business Development Manager
7 days ago
Cochin, Kerala, India Merito Full timeCompany OverviewMerito is a leading investment bank with strong practices around M&A, PE, Capital Markets, Institutional Equities, Wealth Management, Insurance Broking, and Portfolio Management Services.Salary: The estimated salary for this role is between ₹80 lakh to ₹1.2 crore per annum, depending on the candidate's experience and qualifications.Job...
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Creative Visual Strategist
5 days ago
Cochin, Kerala, India Art Technology and Software. Full timeArt Technology and Software Seeks Creative Visual StrategistJob Overview: We are looking for a talented Creative Visual Strategist skilled in UI/UX design to create visually compelling digital assets while enhancing user experience across platforms. The ideal candidate has a strong foundation in graphic design, understands UX principles, and can balance...
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Stock Market Strategist
7 days ago
Cochin, Kerala, India Hire Xpert Full timeWe are seeking a skilled Stock Market Strategist to join our team at Hire Xpert in Kochi, Kerala. As a Stock Market Strategist, you will play a crucial role in guiding individuals in navigating the complexities of the stock market.Key ResponsibilitiesDevelop and implement effective trading strategies for clientsAnalyze market trends and news to identify...
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Gaming Growth Strategist
4 weeks ago
Cochin, Kerala, India RUBY SEVEN STUDIOS Full timeAt Ruby Seven Studios, we are seeking an experienced Gaming Growth Strategist to join our team. This role will be responsible for driving the growth of our portfolio of free-to-play casino games across mobile and desktop platforms. The ideal candidate will have a proven track record of success in user acquisition and a passion for innovative strategies and...
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Digital Content Strategist
2 weeks ago
Cochin, Kerala, India VedAtma Consulting Full timeJob SummaryVedAtma Consulting is seeking a skilled Digital Content Strategist to drive our brand's voice and messaging across various platforms.About UsWe are a dynamic team of professionals dedicated to delivering innovative solutions. Our company culture emphasizes collaboration, creativity, and growth.Salary and BenefitsThe successful candidate can expect...
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Senior Relationship Manager
1 month ago
Cochin, Kerala, India HSBC Full timeJob DescriptionHSBC is seeking a highly skilled and experienced Premier Relationship Manager to join our team. As a key member of our Wealth Management division, you will be responsible for building and maintaining strong relationships with high net worth clients, providing them with tailored financial solutions and advice to meet their unique needs.Key...
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Premier Banking Relationship Manager
2 days ago
Cochin, Kerala, India HSBC Full timePremier Banking Relationship ManagerAbout HSBC:HSBC is a leading global banking and financial services organization with a presence in over 80 countries. Our vision is to be one of the world's leading banks.Career Opportunities:We are seeking an experienced Premier Banking Relationship Manager to join our team in various locations around the world. As a key...
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Gaming Growth Strategist
2 weeks ago
Cochin, Kerala, India RUBY SEVEN STUDIOS Full timeOverviewRuby Seven Studios, a leading social and mobile gaming company, is looking for a skilled User Acquisition Specialist to drive growth of its expanding portfolio of games on mobile and desktop.
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Digital Sales Strategist
3 weeks ago
Cochin, Kerala, India Art Technology and Software India Pvt Ltd Full timeAs a member of the Art Technology and Software India Pvt Ltd team, you will lead and mentor a team of IT sales professionals, fostering a culture of collaboration and exceeding sales targets.Develop and execute comprehensive sales strategies for the IT product/service portfolio, ensuring alignment with overall business objectives. This includes strategic...
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Creative Visual Strategist
1 month ago
Cochin, Kerala, India Turbolab Technologies Full timeAbout the RoleTurbolab Technologies is a revenue-positive, bootstrapped startup that specializes in data analysis and web crawling. We're seeking a skilled Graphic Designer to join our team and contribute to the creation of visually stunning marketing content.Key ResponsibilitiesDevelop 360° content assets for various platforms, including the website,...
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Cochin, Kerala, India Turbolab Technologies Full timeAbout Turbolab TechnologiesWe are a revenue-positive, bootstrapped startup and home to a plethora of products and services related to Data Analysis and Web Crawling.Our company has ventured into Machine Learning, Image Processing, Video Analysis and more. Most of our products are designed for the enterprise, empowering businesses to leverage data for...
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Lead Technical Editor
4 weeks ago
Cochin/Kochi/Chennai, India ThinkPalm Technologies (P) Ltd Full timeAbout the RoleThinkPalm Technologies is seeking an experienced Lead Technical Editor to join our team.Key ResponsibilitiesOversee the creation, review, and finalization of technical documentation and content.Manage a team of writers and collaborate with engineers, product managers, and other stakeholders to ensure accuracy, clarity, and consistency.Develop...