Investment Portfolio Advisor

A role that can bring immense satisfaction. As an Advisor you will be the primary manager for the investor, understanding their needs, profiling their risk appetite, constructing investment plans, executing them efficiently, monitoring and reviewing the portfolios and financial plans. Growing the book is also a requisite. In short, an Advisor’s role is...

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...

ABOUT COMPANYX9 Community is a mission-driven financial services platform focused on democratizing access to wealth-building tools, financial education, and personalized investment advice. We are building a values-aligned, tech-enabled ecosystem to serve underserved communities, next-gen investors, and future-forward clients. Our goal is to create trust,...

Role & responsibilitiesEngage with clients to understand their financial goals, risk tolerance, and investment preferences.Provide tailored investment advice across asset classes such as equities, mutual funds, bonds insurance, and real estate alternatives.Develop and present financial plans and investment strategies to clients.Monitor portfolio performance...

Many of us have a busy schedule, and it so happens that we tend to neglect the discipline aspect of investing. As a result, we struggle to keep our finances in check. Hiring a financial advisor would be beneficial since they can examine your net worth, help you identify your goals, and recommend ways to help you fulfill your aspirations. A financial...

Role & responsibilitiesDrive portfolio performance: achieve financial targets and deliver ROI exceeding benchmark indices.Advise Wealth Managers on the latest investment products and asset-class views.Propose new product ideas to the Investment Committee.Optimize and automate investment processes, with due focus on regulatory compliance.Build and maintain...

State Street Investment Management, one of the world's largest institutional asset managers, is the investment management arm of State Street Bank and Trust Company, a wholly owned subsidiary of State Street Corporation, a leading provider of financial services to institutional investors. Investment Strategy & Research is the investment team of State Street...

We at V4U HR SOLUTIONS are currently hiring for a Equity advisor for Cholamandalam securities.Job location-Bengaluru,Chennai,Company DescriptionCholamandalam Investment and Finance Company Limited (Chola), founded in 1978 as part of the Murugappa Group, has evolved into a leading comprehensive financial services provider. Offering diverse solutions such as...

Job Summary:We are seeking a highly skilled and analytical Portfolio Analyst to oversee and manage a portfolio of Tech & Data investments, ensuring optimal financial performance, strategic alignment, and risk mitigation. The successful candidate will collaborate with key stakeholders to develop investment strategies, track financial performance, and drive...

JOB DETAILS 1)Compliment a team of successful relationship managers by performing the pivotal role of investment expert.2)Develop and strengthen client relationships by demonstrating an in-depth understanding of financial markets. 3)Add value to high net worth clients by analyzing and optimizing their portfolios based on risk return metrics. 4)Generate...