Strategic Wealth Advisor

Company DescriptionEquentis is a SEBI-registered investment advisory firm focused on long-term wealth building through the stock market. Our personalized stock recommendations are powered by over 300 AI-based algorithms backed by thorough research to understand clients' goals and risk appetite. Our mission is to help individuals create generational wealth....

Role & responsibilitiesSales Wealth Counsellor (SWC) / Sr. Sales Wealth Counsellor (SSWC) is a person who is bestowed with the responsibility of wealth creation for clients to wish to create wealth using disciplined ways of investing in equities. The SWC/SSWC is responsible for interactions with existing customers over calls for most part of his/her day for...

Job Title: Private Wealth Advisor">Job Summary:We are seeking a skilled Private Wealth Advisor to build and maintain strong relationships with high-net-worth individuals.The ideal candidate will have a strong understanding of wealth management products, including Alternative Investment Funds (AIFs) and Portfolio Management Services (PMS).You will be...

Premium Membership Program (PMP) - Associate/Sr. Associate role at Equentis Wealth Services in India:The Role:This position is part of the Premium Membership Program (PMP) team in Bangalore. Your main goal is to guide existing clients of services to upgrade to the premium PMP subscription.Key Responsibilities:Manage a portfolio of existing clients and...

BetaNXT powers the future of connected wealth management infrastructure solutions, leveraging real-time data capabilities to enhance the wealth advisor experience.Combining industry expertise with the power of our proven businesses, we are focused on solving our customers most demanding integration challenges with flexible, efficient, connected solutions...

Education Bachelor degree in Business, Finance, Economics, or a related field.7 years of experience in product management, wealth management, or financial services. Experience with digital platforms is a plus.Strong interest in wealth management products and client engagement strategies.Exposure to or experience with agile development methodologies is a...

Role OverviewThe Account Manager is responsible for supporting the Relationship Manager (RM) in maintaining and building the RM's wealth management business.This includes providing financial planning, portfolio strategy, and reporting to clients. The ideal candidate will have excellent communication skills, be able to build strong relationships with clients,...

About Us: We are revolutionizing tax management for salaried professionals by leveraging AI to provide end-to-end tax solutions. As we scale our business to new heights, we are expanding our offerings to include financial advisory services, such as mutual funds, to help individuals optimize their taxes while achieving their financial goals. Key...

Job Description Job ResponsibilitiesDevise, execute, evaluate and sustain strategies aimed at amplifying our commercial influence within the Wealth Management division Collaborate with Advisor and Regional Heads to develop and implement logic based rule sets, utilizing both low-code and full-code capacities, to effectively identify, highlight and...

Building Client Relationships: Develop and maintain strong relationships with high-net-worth clients, acting as their trusted advisor.Personalized Wealth Management Plans: Create customized wealth management plans based on clients' risk tolerance, time horizons, and financial objectives.Investment Advice: Provide expert investment advice and recommend...