Drive Investment Growth as a Senior Portfolio Advisor

We are seeking a highly skilled Equity Advisor to expand our team. This key role will involve providing expert advisory services to enhance portfolio growth and promoting third-party investment products.Key Responsibilities:

Job Opportunity: Investment Portfolio SpecialistWe are seeking a skilled and experienced Investment Portfolio Specialist to join our team. The successful candidate will be responsible for assisting in the investment portfolio asset allocation of customers, making informed decisions on products with various asset/sub-asset classes, and engaging with clients...

As a Portfolio Manager, you will play a key role in the execution of reporting to investors and stakeholders.The Portfolio Management Team serves as leaders and collaborators across various functions that serve the lifecycle of investment products. We seek an analytical mind with expertise in financial markets to develop and maintain portfolio models...

Role & responsibilitiesOwnership of the Asset Gathering Target of the locationDriving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers.Increasing AUM of the locationPenetration of existing client base for creating new investors in MF/Investments from existing client baseEnsuring better client...

Job Description:Portfolio managers oversee financial portfolios to achieve optimal returns on investment for clients. This involves making strategic decisions regarding asset allocation, risk management, and portfolio rebalancing.They must have strong analytical skills to evaluate market trends, assess risk levels, and identify opportunities for...

Job Title: Branch ManagerThe successful candidate will play a key role in driving business growth and expansion by leading a high-performing team.Key Responsibilities:Develop and implement strategies to increase market share and drive revenue growthBuild and maintain a robust distribution network of advisors and sales teamsManage productivity and activation...

Financial Solutions AdvisorJob Overview:A Financial Solutions Advisor plays a vital role in collaborating with Relationship Managers to maintain and develop their wealth management business.The key responsibilities of a Financial Solutions Advisor include:Wealth Management Strategy:Support Relationship Managers in creating comprehensive financial plans for...

Senior Portfolio ManagerThis role involves overseeing mortgage portfolios and managing their growth in assigned branches or locations.Key Responsibilities:Review and assess complex loan applications, making decisions or recommending approval to higher authorities.Underwrite proposals according to policies and procedures, honouring SLAs and managing business...

Job Description- The ideal candidate will oversee bancassurance activities in the region, working closely with the Affluent team to drive business growth and ensure customer satisfaction.- Regional wealth head will play a key role in expanding our presence and achieving strategic growth.- Lead and manage the Affluent Banking team in the region, drive...

Forward-Deployed Analyst – Portfolio IntelligenceWe are seeking a highly skilled analyst to partner with portfolio managers, risk managers, analysts, and CIOs. The ideal candidate will have exceptional analytical skills, strong math and stats background, and deep investment fluency.Key Responsibilities:Work closely with senior stakeholders to design and...