Senior Financial Advisor

Job OpportunityWe are seeking a skilled professional to join our team as a senior financial advisor.The ideal candidate will possess a strong background in financial planning and advisory services, with excellent communication skills and experience in client relationship management.Key Responsibilities:Provide high-level financial planning and advisory...

Job Title:Senior Financial Planning AdvisorAbout the Opportunity:We are seeking a highly experienced Certified Financial Planner (CFP) to serve as a trusted advisor to our clients.The ideal candidate will have in-depth knowledge of the financial market, regulatory environment, and client needs, ensuring that our clients receive holistic and goal-oriented...

Deliver exceptional client experiences as a Luxury Financial Advisor. This role requires a strong understanding of wealth management principles and the ability to design customized financial plans that meet the unique needs of affluent clients.The ideal candidate will have prior experience working in private banking or wealth management, with a proven track...

Overview of the Role This role deals with financial planning and analysis. You will be required to manage all incoming workflow from your assigned client and work with him/her to build financial plans and suitable strategies to meet investment objectives and mitigate risk. Role details : Paraplanners provide support to financial advisers and their clients...

**Job Overview**We are seeking a highly experienced and skilled Wealth Management Advisor to join our team. In this role, you will be responsible for offering expert financial advisory services to high net worth individuals (HNI) and ultra-high net worth individuals (UHNI).Key Responsibilities:Provide comprehensive financial planning and investment advice to...

Senior Legal AdvisorWe are seeking a seasoned Senior Legal Advisor to join our organization. As a key member of our team, you will provide critical legal guidance and support to help drive business success.The ideal candidate will possess a strong background in labor & employment laws, ABAC laws, and complex commercial arrangements and contracting on...

As a key player in our organization, the Financial Intermediary Specialist will be responsible for fostering and maintaining robust relationships with financial advisors, acting as their primary point of contact and ensuring that their needs are met.The successful candidate will work closely with financial advisors to understand their business objectives,...

Job Title: Relationship Manager PCGJob Description:Acquire and handle high net worth individual clients for the Private Client group with a book size of Rs. 25 lac and above.Advise UHNI/HNI clients on equity, derivatives, currency, and commodity markets and generate revenue from them.Cross-sell third-party products such as mutual funds, portfolio management...

Privilege Relationship ManagerThe Privilege Relationship Manager plays a pivotal role in the financial services sector, serving as a trusted advisor to high-net-worth individuals and clients. Their primary objective is to provide bespoke financial solutions and investment advice tailored to meet the unique needs and goals of their clients. This expert...

**Job Title**:Senior Investment Advisor - Wealth Management** **Location**: Hyderabad (Work from Office) **CTC**: ₹12,00,000 - ₹15,00,000 per year **Experience Required**: 6-15 years in Banking, Mutual Funds, Wealth Management, or related fields **Maximum Age**: 36 years **Job Type**: Full-time, Permanent **Role Type**: Individual Contributor **Job...