Financial Consultant/ Wealth Advisor

Company DescriptionUnified Vision Wealth is a modern wealth management firm that understands the complex financial needs of High-Net-Worth Individuals (HNI), Ultra High-Net-Worth Individuals (UHNI), business families, and corporates. We offer the best products and services to help clients meet their financial and strategic goals. Our wealth offering is...

Company DescriptionInCred Wealth is one of India's fastest-growing wealth management firms, managing overINR 38,000 Cr of Assets Under Management for 5,000+ HNI & UHNI clients across 200+ cities in India and 40+ countries.Our platform combines the breadth of an open-architecture product suite with the depth of in-house research and structuring expertise. We...

Description:Job Description (Wealth Sales):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 reviews and recommend adjustments based on market conditions and...

Job Description A Financial Services Sales Advisor is responsible for understanding clients' financial situations and goals, and recommending suitable financial products and services such as investments, insurance, loans, and savings accounts. Key duties include meeting with clients to assess their objectives and risk tolerance, providing strategic advice...

Company DescriptionWe suggest you enter details here.Role DescriptionThis is a full-time or part time on-site role for a Financial Advisor located in Kakkanad . The Financial Advisor will be responsible for providing financial planning and investment advisory services to clients. The daily tasks include assessing clients' financial situations, developing...

Company DescriptionNJ Macson is led by a team of senior bankers with extensive experience in Corporate Finance, Commercial Banking, Investment Banking, and Private Wealth Management. Acting as an advisory board, NJ Macson provides unbiased perspectives to facilitate effective wealth creation. Our family office services in Chennai manage assets and...

JOB OVERVIEWROLEWealth ManagerDEPARTMENTSalesLOCATIONHyderabad, TelanganaWho we are?GA Wealth Management Private Limited is a newly established company with global ambitions, aiming to become a leading aggregator in the financial services industry. We offer a comprehensive platform for wealth creation, providing tailored financial solutions to High-Net-Worth...

Company DescriptionWallet Wealth LLP is a SEBI Registered Investment Advisory company based out Chennai, Tamil Nadu, India. We are committed to providing top-notch financial services to our clients. Our mission is to help individuals and businesses manage their wealth effectively. We pride ourselves on our customer-centric approach and our innovative...

We are seeking ahighly motivated and results-driven individualto join our team as aPart-Time Financial Advisor. This hybrid role offers the flexibility to manage your own schedule while helping clients achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong relationships with clients, understanding their financial goals and risk...

Wealth ManagerLocation: ChennaiCompany: Kalviro VenturesType: Full-Time⸻About Kalviro VenturesAt Kalviro Ventures, we believe in building lasting financial partnerships. As "Your Wealth Partner," we offer bespoke investment solutions to high-net-worth individuals through Portfolio Management Services (PMS), Alternative Investment Funds (AIF), and Mutual...