Wealth Portfolio Specialist

Job OverviewWe are seeking a highly skilled Wealth Manager to provide personalized investment advice and portfolio management services to our clients. As a key member of our team, you will be responsible for developing and maintaining strong relationships with clients, understanding their investment goals and risk tolerance, and providing tailored investment...

Unlock Your Potential in Wealth PlanningHSBC is seeking a skilled and passionate professional to join our team as a Wealth Planning Specialist. As a key member of our Personal Wealth Planning team, you will play a vital role in helping our customers achieve their financial goals and aspirations.Key Responsibilities:Identify and capture investment and...

Unlock new career opportunities with HSBC, a world-leading banking and financial services organization. As part of our Personal Wealth Planning team, you'll enjoy the benefits of working for a global powerhouse, with unparalleled opportunities to develop your skills in a high-profile business area.A Personal Wealth Planner role offers the perfect blend of...

Personal Wealth Planning RoleHSBC Personal Wealth Planning is seeking an experienced professional to join its team as a Personal Wealth Planner. As part of this role, you will have the opportunity to work with fully dedicated field managers to focus on your personal development and enjoy the support of the HSBC ecosystem.Key ResponsibilitiesIdentify and...

Job Title: Regional Wealth SpecialistJob Summary: We are seeking a skilled Regional Wealth Specialist to join our team at Tata AIA Life Insurance. In this role, you will be responsible for managing sales and business objectives, providing personalized financial advice, and evaluating insurance and wealth potential.Main Responsibilities:Manage sales and...

About the RoleHSBC is seeking a skilled and experienced Wealth Planning and Protection Professional to join our team. This role will involve identifying and capturing investment & insurance business opportunities, providing specialist advice on appropriate I&I solutions, and delivering against demanding performance expectations.Key ResponsibilitiesIdentify...

Job Title: Portfolio Management SpecialistCompany Overview: Planify Capital Limited is a reputable investment management firm seeking an experienced Portfolio Management Specialist to join our team.Estimated Salary: $120,000 - $180,000 per annum.Job Description:The Portfolio Management Specialist will be responsible for managing investment portfolios to...

About the RoleWe are seeking a highly skilled Investment Portfolio Specialist to join our team at CC&L India Private Limited. As an Investment Portfolio Specialist, you will be responsible for analyzing and managing investment portfolios to achieve optimal returns.Key ResponsibilitiesDevelop and implement investment strategies to meet client...

Company Overview:Green Portfolio is a dynamic and forward-thinking company that thrives in the fast-paced world of financial markets.Estimated Salary: $85,000 - $110,000 per yearJob Description:We are seeking a skilled Financial Markets Content Specialist to join our team. As a key member of our content creation team, you will be responsible for producing...

Job Title: Portfolio Management SpecialistAbout the Role:Oxane Partners Limited is a leading fintech firm providing integrated portfolio management and technology solutions to financial institutions globally. We are seeking a highly skilled Portfolio Management Specialist to join our team.Key Responsibilities:• Onboard client investment portfolios by...

Attractive Career Opportunities with deVere Group India Investment Advisors Private LimitedWe are seeking an experienced Senior Wealth Management Advisor to join our team in Gurugram/Dubai.About Us:deVere Group India Investment Advisors Private Limited is a global leader in wealth management, empowering experienced advisors with continuous training, career...

About the Role:Fusion Finance Ltd is seeking a skilled Portfolio Recovery Specialist to join our team. As a key member of our collections team, you will be responsible for conducting in-depth portfolio analysis to assess default risks and identify recovery opportunities.Key Responsibilities:Develop and implement allocation strategies to optimize recovery...

About StashFin:As a rapidly growing digital lending platform in Delhi, StashFin is poised to disrupt traditional lending in India. With a team of 200+ smart, young & energetic individuals from top global and Indian universities, we are revolutionizing financial services in the country.We have worked with reputed firms in the Banking and Financial Services...

About StashFin:We are a rapidly growing digital lending platform based in Delhi, founded by a team of experienced financial services professionals dedicated to disrupting traditional lending in India.Our team has a strong background in the Banking and Financial Services (BFSI) space, having worked with prominent firms such as Bank of America, Merrill Lynch,...

Portfolio Recovery SpecialistFusion Finance Ltd is seeking a skilled Portfolio Recovery Specialist to join our team. As a key member of our collections team, you will be responsible for conducting in-depth portfolio analysis to assess default risks and identify recovery opportunities.**Key Responsibilities:**1. Develop and implement allocation strategies to...

Portfolio Management Role at Oxane Partners LimitedThis position is part of our expanding Portfolio Management team, working closely with clients to manage their investments. Key responsibilities include onboarding client portfolios, monitoring risks, and preparing reports. The role involves interacting with clients, reviewing legal agreements, and...

Company OverviewOxane Partners Limited is a leading fintech firm specializing in integrated portfolio management and technology solutions for financial institutions worldwide. Our expertise spans the alternative investments landscape, serving top-tier clients across US and Europe.Job RoleAs a key member of our team, you will work closely with clients to...

Job SummaryThis role will be a part of our growing Portfolio Management team at Oxane Partners Limited. The primary responsibility would involve working on certain client engagements where we are providing portfolio management service or reporting services to global institutional investors investing in structured credit products, asset-backed financing, or...

About the Role:This is a key position in our Portfolio Management team at Oxane Partners Limited. The successful candidate will be responsible for working closely with clients to understand their investment requirements in the structured finance space.As a Portfolio Management Specialist, you will be involved in managing projects and coordinating with the IT...

Exciting Opportunity for Experienced Financial ProfessionalsAt deVere Group India Investment Advisors Private Limited, we are seeking a highly skilled and ambitious Financial Sales Consultant to join our team in Gurugram/Dubai.About the RoleThis is an exceptional opportunity to manage diverse wealth portfolios with high-net-worth clients, providing tailored...