Private Financial Advisor for Affluent Individuals

Job Role: Private Wealth AdvisorThe primary function of the Private Wealth Advisor is to oversee daily financial planning, investment management, and asset allocation tasks.

Financial Planning Professional We are seeking a seasoned Financial Planning expert to join our team as a trusted advisor for affluent clients. About the Role: The ideal candidate will leverage their expertise in financial planning and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster...

Company DescriptionLife Insurance Corporation of India (LIC) has a long-standing history of over a hundred years in the life insurance sector. Life insurance is not given as much importance in a densely populated country like ours. Through LIC, we aim to acquaint readers with certain life insurance concepts. LIC stands with you through life and beyond.Role...

Senior Wealth Relationship Manager RoleThe Senior Wealth Relationship Manager is responsible for fostering and maintaining robust relationships with affluent clients, providing personalized financial solutions and services. This position necessitates exceptional communication and interpersonal skills, as well as a deep understanding of the client's needs and...

About the RoleWe are seeking a Private Company Sourcing Specialist to join our team. This is an excellent opportunity for someone who wants to work in a fast-paced environment and be part of a dynamic team.The ideal candidate will have strong analytical skills, excellent communication skills, and the ability to work independently.Key...

We are seeking an experienced Certified Financial Planner to serve as a trusted advisor to our clients.In this role, you will leverage your financial planning expertise and relationship-building skills to design and implement tailored financial plans, manage client portfolios, and foster long-term client relationships.Key Responsibilities:Client Relationship...

Job Title: Experienced Financial ExpertAbout the Role:We are looking for a seasoned financial professional to join our team. As a Financial Advisor, you will play a key role in helping individuals achieve their financial goals.Key Responsibilities:Build and maintain relationships with clients, providing personalized financial guidance and advice.Conduct...

Equity Advisor Job OpportunityWe are seeking a skilled Equity Advisor to join our Wealth Advisory team.The role involves trading and order execution, handling High Net Worth Individual (HNI) clients, and cross-selling wealth and investment products. The right candidate should have hands-on experience in terminal handling, equity and derivative trading, and a...

Lead Investment AdvisorA Lead Investment Advisor will directly manage a portfolio of High-Net-Worth (HNI) and Ultra-High-Net-Worth (UHNI) clients, offering end-to-end investment advisory and wealth management solutions.About the RoleThe successful candidate will oversee the growth of client relationships, expand their investment portfolios, and ensure...

Accounting ProfessionalWe seek an accounting expert to manage monthly financial closings and oversee full-cycle accounting in a variety of platforms. The ideal candidate will have extensive experience in fund administration, private equity, or private credit.Key Responsibilities:Manage daily financial operations, including account reconciliations and general...