Senior Wealth Advisor

Company DescriptionEQUENTIS WEALTH ADVISORY SERVICES PRIVATE LIMITED is a financial advisory firm headquartered in Nariman Point, Mumbai, Maharashtra, India. Our focus is on providing comprehensive and personalized financial planning and wealth management services to our clients. With a commitment to delivering tailored solutions, EQUENTIS ensures that our...

Dear Candidates,We have an excellent opening for Wealth Advisor in Bangalore - Koramangala locationCompany Profile: As part of Fintech group, we have had the advantage of being full time into the world of investments, with primary focus on equity markets in India since 2009. Ten years on, we have built Indias first online non-discretionary equity advisory...

Role & responsibilities• Plan the days work with emphasis on leads to be contacted basis the importance of the Wealth Advisory funnel and size• Identify fitment of Wealth Advisory products matching the clients investing goals• Interact with potential customers with the emphasis on high quality lead conversions.• Proactively follow up leads assigned...

Job Opportunity: Associate/Sr. Associate - Premium Membership Program (PMP)Location: Bangalore, IndiaDepartment: Premium Membership Program (PMP)Are you a highly energetic, persistent, and articulate individual looking to build a fast-paced career in the financial sector?We're hiring an Associate/Sr. Associate for our Premium Membership Program (PMP) team to...

Company DescriptionEquentis Wealth Advisory Services Limited, a SEBI-registered investment advisory, specializes in long-term stock market wealth building. Through personalized recommendations tailored to clients' goals and risk profiles, Equentis utilizes over 300 AI-driven algorithms supported by extensive research. Based in Mumbai, the firm is committed...

Job Description:Job Description (Wealth Sales): INDIVIDUAL ROLE- 250 CR AUM only investment (MF/ PMS / AIF)Build and maintain strong, long-term relationships with a portfolio of high-net-worth clients.Understand clients' financial goals and risk tolerance to provide customized investment, insurance, and wealth planning solutions.Conduct regular portfolio...

Company DescriptionAt Novelty Wealth, we are revolutionizing wealth management to make it accessible to everyone. With a combination of SEBI-registered expertise and cutting-edge AI technology, we provide 360° financial planning covering investments, taxes, insurance, and budgeting for individuals and their families. Our NovaAI, a 24/7 personal finance...

Key ResponsibilitiesClient onboarding and client transactionsFinancial planning and investment analysisPortfolio management and portfolio reviewsAbout Company: We are SEBI-registered investment advisors focused on wealth creation and wealth management solutions with a detailed focus on tax efficiency & risk management We assist families with retirement...

Company DescriptionHato is a luxury jewelry brand renowned for its exquisitely crafted diamond and gemstone rings. We specialize in creating timeless, elegant pieces that embody both luxury and exclusivity. Our designs redefine fine jewelry, blending tradition and innovation. At Hato, we are passionate about delivering premium craftsmanship and an...

Wealth ManagementAcross Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth...