Wealth Investment Analyst

Expert wealth management involves creating personalized financial strategies tailored to meet the unique needs and goals of clients. Our team has extensive experience in providing investment solutions for individuals, corporate entities, and financial institutions.Job ResponsibilitiesIdentify and address clients' financial needs and objectivesDevelop...

Unlock your potential as a seasoned wealth advisor, responsible for cultivating a high net worth client base and generating leads to fuel our real estate fund.Key Responsibilities:Cultivate and nurture relationships with high net worth individuals to drive investment opportunities.Implement targeted lead generation strategies, leveraging calls, emails,...

We are seeking a dynamic and driven professional to join our team as a Senior Wealth Management Specialist.The role involves driving investor acquisition, building relationships with high net worth individuals, family offices, and professionals, and promoting alternate investment opportunities.This is a high-impact role for someone passionate about wealth...

Lead Investment StrategistUnlock unparalleled global investing opportunities with our cutting-edge platform, designed to empower individuals and family offices in India (including NRIs) to diversify their wealth. By leveraging our expertise and data-driven insights, you will drive the development and expansion of our wealth management division.Key...

Role: Investment Analyst - Infrastructure TeamRole Summary: We are seeking dynamic and experienced professionals in the Infrastructure Buy-out Fund who can be part of our Investment Team at Neo Asset Management. We are looking at candidates who can demonstrate the agility to learn, provide in-depth analysis, deep understanding of valuation models and market...

Portfolio Research AnalystWe seek a highly analytical and detail-oriented Portfolio Research Analyst with expertise in portfolio rebalancing and deep knowledge of investment products.The candidate will analyze client portfolios, support portfolio managers with actionable insights, and ensure alignment with client objectives and risk-return parameters.Main...

Job Overview:We seek an experienced wealth manager to assume key responsibilities within our organization.Develop and maintain relationships with clients to understand their investment goals and risk tolerance.Provide personalized investment advice and recommendations to clients based on their individual needs and circumstances.Manage clients' investment...

Experienced Wealth Manager SoughtAbout Us:We're a fintech startup on a mission to reimagine wealth management for India's emerging affluent.Our goal is to make sophisticated investing strategies more accessible, transparent, and aligned with individual financial goals.We have deep experience across finance, product, and technology, and we're backed by...

**Private Banker Job Summary**We are seeking an experienced Private Banker to join our team. As a Private Banker, you will be responsible for managing day-to-day financial planning, investment management, and asset allocation tasks.The ideal candidate will have excellent analytical and problem-solving skills, as well as strong communication and interpersonal...

Key Responsibilities:Execute trades and orders on behalf of clients.Deliver investment advisory services with a focus on AUM growth and portfolio penetration.Cross-sell a range of financial products, including insurance, mutual funds, PMS, SIPs, bonds, FDs, AIFs, TGS, and unlisted shares.Manage relationships with high net worth individuals through consistent...