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,...

**Investment Advisors** **About Us** Wint Wealth has been created to revolutionise the fintech industry by democratising debt investment options for investors. Our platform provides diversification avenues for wealth-driven individuals by providing access to investment products with investments as low as ₹10,000 and educating everyone who's curious to...

Job Description: Investment Portfolio Advisor About Mirae Asset Financial Group Mirae Asset Financial Group was founded in 1997 and has a presence in 19 global markets spanning the Americas, Asia Pacific and Europe with a worldwide workforce of 12,576 employees. Mirae Assets total assets under management (AUM) is USD606.7 billion, equity capital is...

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...

Job description:· Responsible for managing client's portfolios by assessing their needs and advising them on their Investments, based on the research reports generated by the research department.· Communicating trading on calls and investing ideas to customers.· To trade on behalf of clients.· Responsible for brokerage generation.· Cross selling third...

Company DescriptionCarrin & Stone Advisory is a SEBI-registered investment advisor and research analyst firm specializing in next-generation, quantitative investment solutions. Our adaptive, data-driven model portfolios span mutual funds, direct equity, smart beta, and thematic strategies, meticulously tailored to align with unique financial goals and risk...

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...