Financial Expert Advisor

Deliver exceptional client experiences as a Luxury Financial Advisor. This role requires a strong understanding of wealth management principles and the ability to design customized financial plans that meet the unique needs of affluent clients.The ideal candidate will have prior experience working in private banking or wealth management, with a proven track...

**Immigration Advisor** Responsible for providing expert advice and assistance to clients and their enquiries selling Immigration products & services. This role involves staying abreast on immigration rues and regulations various countries, guiding clients through immigration process, and ensuring compliance with relevant regulations. **Specific...

Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

**Job Overview**We are seeking a highly experienced and skilled Wealth Management Advisor to join our team. In this role, you will be responsible for offering expert financial advisory services to high net worth individuals (HNI) and ultra-high net worth individuals (UHNI).Key Responsibilities:Provide comprehensive financial planning and investment advice to...

**Immigration Advisor** Purely a sales role with revenue targets and incentives. Responsible for providing expert advice and assistance to clients and their enquiries selling Immigration products & services. This role involves staying abreast on immigration rues and regulations various countries, guiding clients through immigration process, and ensuring...

Finance Specialist RoleWe are seeking a seasoned Finance Subject Matter Expert to join our Business Development Operations team.The ideal candidate will provide expert guidance on financial modeling, budgeting, and pricing strategies for new business opportunities.This role is critical in supporting the creation of competitive proposals, feasibility...

IFA Relationship ExpertWe are seeking a skilled IFA Relationship Expert to join our team. In this role, you will build and maintain strong relationships with Independent Financial Advisors (IFAs), acting as the primary point of contact and ensuring their needs and expectations are met.

Job Title: Relationship Manager PCGJob Description:Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.Cross-sell third-party products such as mutual funds, portfolio management...

**Job Title:** Investment AdvisorWe are seeking a highly skilled Investment Advisor to join our team.About the RoleThis is an exciting opportunity for a professional with strong investment knowledge and excellent communication skills to work closely with clients, providing expert guidance on their investment portfolios. The successful candidate will have a...

Job Title:Senior Financial Planning AdvisorAbout the Opportunity:We are seeking a highly experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.The ideal candidate will have in-depth knowledge of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented...