Investment Advisor

Role DescriptionThis is a full-time on-site role for a Senior Investment Advisor located in Mumbai. The incumbent will be responsible for providing financial planning advice, developing investment strategies, and managing client investments. Day-to-day tasks include assessing clients' financial needs and goals, creating customized investment plans,...

Hiring for MNC,We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with...

**About Favcy** **About the role** The Investment Advisor is responsible for the acquisition, nurturing, and conversion of angel investors to drive equity deals for our ventures. They will leverage their knowledge of the investment landscape, coupled with their analytical and networking abilities, to grow our community of angel investors and manage the...

We are looking for an experienced Investment Advisor/Wealth Manager professional with a background in wealth management, financial planning, and portfolio management. The ideal candidate should have an existing HNI/UHNI client base and a proven track record of managing an AUM across Mutual Funds, AIFs, and PMS. Roles and Responsibilities: Acquire and manage...

Hello We at **Apex Alpha Capital** are expanding our network and inviting experienced Investment Advisors / Professionals to collaborate with us. If you work with **successful professionals and business owners** and want to offer them differentiated, disciplined portfolio strategies — this could be an excellent opportunity for you. **Why partner with...

HelloWe at Apex Alpha Capital are expanding our network and inviting experienced Investment Advisors / Professionals to collaborate with us. If you work with successful professionals and business owners and want to offer them differentiated, disciplined portfolio strategies — this could be an excellent opportunity for you.Why partner with usOver a decade...

Connect on for more details on the role you may also whats up your resume on Job Title: CFP & Sr. Relationship Manager / Investment AdvisorLocation: GurgaonExperience: 4-8 years (Sr. Role) | 2-5 years (Jr. Role)Education: Graduate (CFP/CFA/CA preferred)About the Role:Seeking a dynamic Wealth & Investment Advisor to manage and grow relationships with...

Role Overview We are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance. Key Responsibilities...

Role OverviewWe are seeking an experiencedFinancial Advisorto join our investment management team. The ideal candidate will be responsible for providing comprehensive financial planning, investment advice, and portfolio management solutions to clients, helping them achieve their financial goals while ensuring regulatory compliance.Key ResponsibilitiesBuild...

Role & responsibilitiesThe Head of Family Office will be responsible for the strategic management of the familys investment portfolio across public equities, private markets, and fixed income instruments. The incumbent will serve as a trusted advisor to the family, ensuring prudent capital allocation, robust risk management, and sustainable long-term wealth...