Investment Advisor

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private

We are seeking a dedicated and knowledgeable Financial and Investment Advisor to join our team. As a Financial Advisor, you will play a pivotal role in helping our clients navigate their financial journey, providing them with personalized guidance and strategies to achieve their financial goals. **Responsibilities**: - Provide expert advice on investment...

**Responsibilities**: - Provide investment advice and financial planning services to clients - Analyze market trends and economic data to make informed investment recommendations - Manage investment portfolios and monitor investment performance - Build and maintain client relationships through regular communication and meetings - Develop and implement...

Responsibilities of the advisor include: Deliver expert investment advice to prospective clients and drive capital-raising. Proactively manage existing and new leads, ensuring consistent communication and pipeline development. Collaborate with stakeholders to provide seamless, high-quality client experience beyond the initial engagement. Strategically build...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company. Role: • Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

The Investment Advisor will be responsible for managing portfolios of large private banking clients (Promoters and Family offices) and should possess prior experience of the same in a private bank or an Asset Management company.Role:• Responsible for increasing the AUM and driving penetration of the financial products and helping the private bankers in...

Full Time Onsite 10+ **Job Summary** We seek a proactive **SEBI-Registered Investment Advisor (RIA)** to lead regulatory licensing, compliance, product strategy, and client advisory. Beyond securing the RIA license, you will drive compliance frameworks, collaborate on tech-driven product development, train relationship managers, manage investment...