161 Asset Allocation Jobs - Page 3

You will be joining as a Senior Business Partner with a wealth of experience ranging from 10 to 15 years. In this role at a leading NBFC located in Delhi or Kolkata, you will be responsible for serving as a trusted advisor to both existing clients and potential Wealth Management prospects. Your primary task will be to identify and capitalize on new opportunities, providing tailored financial planning assistance and asset allocation recommendations through our Investment Advisory services. By understanding and addressing the unique needs of each customer, you will play a crucial role in enhancing customer relationships and increasing the share of wallet from existing High Net Worth Individual...

Build your career in finance by joining Consenta (WFO). We are currently seeking Financial Administrators at Consenta (India) Outsourcing Pvt. Ltd. to provide support to UK-based wealth managers. If you possess a keen eye for detail, a strong willingness to learn, and proficient English language skills, this opportunity is tailored for you! As an ideal candidate, we value individuals with a growth-oriented mindset. At Consenta, we firmly believe that skills can be acquired through training, but one's attitude and mindset are intrinsic qualities. We are committed to investing time and resources in on-the-job training to nurture your potential. Preferred qualifications include a graduate or po...

Description We are looking for an Investment Advisor who will be responsible for providing expert investment guidance to clients, helping them achieve their financial goals through personalized investment strategies. The ideal candidate will possess strong analytical skills and a deep understanding of various investment products, along with the necessary certifications. Responsibilities Provide personalized investment advice to clients based on their financial goals and risk tolerance. Conduct market research and analysis to identify potential investment opportunities. Monitor and review clients investment portfolios regularly to ensure alignment with their objectives. Educate clients about ...

The ideal candidate for this role will be responsible for benchmark governance and lifecycle management, stakeholders and vendor management, design and implementation of benchmarks for performance and risk measurement, management of Strategic Asset Allocation benchmark changes, sourcing and onboarding of new market indices, market data usage and contract renewal review, relationship management with vendors for contractual aspects and follow-up, negotiation with vendors on contractual terms and fees, licensing cost and process optimization management, as well as contributing to ad hoc projects and improvement initiatives. The candidate should possess a degree in Finance, Accounting, or Busine...

As a Manager in the Portfolio Management Services department located in Jaipur, you will play a crucial role in acquiring new clients and effectively managing their portfolios to provide them with superior investment solutions and services. Your primary goal will be to facilitate easy wealth creation for clients by offering comprehensive financial planning solutions. Key Responsibilities: - Acquire new clients and enhance engagement with existing clients through tailored financial planning solutions. - Regularly communicate with clients to share relevant information, research insights, and organizational materials. - Conduct thorough reviews of existing client portfolios, diversify them when...

Who are we Unlock global investment opportunities with us, a platform that allows retail investors in India, the Middle East, and Southeast Asia to easily invest in mature markets like the US. With Borderless, you can open and manage overseas investment accounts digitally and affordably. Our data-driven platform empowers you to make smarter investment decisions with insights and automated research. Track your portfolios health, discover new stocks, and stay ahead of global investment trendswithout the guesswork. Backed by investors like July Ventures, Arora Ventures, Cadenza and HDFC, Stockal offers a secure, reliable platform to help you grow your wealth globally. Ready to invest smarter St...

Qualification: CFP / NISM X-A / X-B / PG Degree in Finance Salary Expectation: In line with industry (depends on experience and role-fit; no upper limit for the right candidate) Job Description Preparation and review of customized financial plans, ensuring precision and product understanding. Monitor and update financial plans regularly with attention to detail. Coordinate with junior planners on scenario analysis and case studies tailored to clients. Engage with service providers for availability, comparison, analysis, and finalization of financial products. Set up client meetings and accompany advisory team for plan presentations and reviews. Conduct client risk profiling and understand in...

Genpact is a global professional services and solutions firm dedicated to delivering outcomes that shape the future. With over 125,000 employees spread across 30+ countries, we are driven by curiosity, entrepreneurial agility, and the desire to create lasting value for our clients. Our purpose is to pursue a world that works better for people, serving and transforming leading enterprises, including the Fortune Global 500, through our deep business and industry knowledge, digital operations services, and expertise in data, technology, and AI. We are currently seeking applications for the role of Assistant Vice President Wealth Operations. As the Assistant Vice President, you will play a cruci...

As an Investment Portfolio Manager in the Wealth Management and Private Banking department, your role involves defining investment strategies and asset allocation based on market conditions. You will need to stay updated on Equity and Debt markets by analyzing investment reports and conceals. Your responsibilities will include developing and managing fund selection models, conducting product due diligence to understand qualitative aspects, and preparing investment proposals for clients for financial goal setting and planning. Asset allocation, portfolio construction, review, and rebalancing will be part of your routine. Additionally, you will collaborate with the Sales Team to support produc...

Job Profile : • Develops new and expands existing High Net worth Customer relationships for liabilities by sourcing category A priority customers • Sources new bank customers through external individual efforts and acquisition channel • Ensures high levels of customer service orientation and application of bank policy • Cross sells bank products to existing set of Customers • Informs customers of new products or product enhancements to further expand the banking relationship • Plans and conducts special sales initiatives and events for prospective and existing clients • Coordinates with other group companies to provide seamless access to other products • Maintains complete relationship recor...

You are an experienced and client-focused Wealth Manager with a strong background in portfolio management. As a Wealth Manager, your primary responsibility will be managing customers" portfolios, creating tailored investment strategies, and ensuring portfolio performance aligns with customer objectives and risk profiles. Your key responsibilities will include serving as the primary relationship manager for assigned customers, providing holistic wealth management advice, developing customized investment portfolios aligned with each customer's financial goals, risk tolerance, and time horizon, conducting portfolio reviews and rebalancing based on market trends, performance, and changing custom...

Business Unit: Investment Division Reporting To: Director, Asset Allocation Strategy Shift: EMEA (1:30 pm - 10:30 pm IST) (India) About Russell Investments, Mumbai: Russell Investments is a leading outsourced financial partner and global investment solutions firm providing a wide range of investment capabilities to institutional investors, financial intermediaries, and individual investors around the world. Building on an 89-year legacy of continuous innovation to deliver exceptional value to clients, Russell Investments works every day to improve the financial security of its clients. The firm is Top 12 Ranked Consultant (2009-2024) in P&I survey 2024 with $906 billion in assets under advis...

Join our dynamic team as a Goals-based Planning Analyst, where youll leverage J. P. Morgans cutting-edge wealth planning tools to empower advisor teams and deliver personalized financial strategies. This role offers the opportunity to become a subject-matter expert while guiding advisors in complex client situations. If youre passionate about financial planning and eager to make a meaningful impact, we want to hear from you! As an Analyst in the Goals-based Planning team, you will play a pivotal role in advising and guiding Banker/Investor teams in the use of analytical wealth planning tools to deliver goals-based advice to clients and prospects. This position offers the opportunity to maste...

As the Director of Wealth at Borderless, your primary responsibility will be to drive the development and expansion of the Borderless wealth management division. This role entails ensuring the delivery of high-quality investment solutions and client-centric financial planning services. To excel in this position, you must possess a deep understanding of portfolio management, regulatory compliance, and investment advisory. Additionally, you will be leading a team of relationship professionals, guiding and supporting them in their roles. Your key responsibilities will include: - Strategic Leadership: Develop and implement a wealth management strategy that aligns with Borderless" global investme...

You will be responsible for generating new business to achieve defined sales targets. Developing and maintaining solid relationships with company stakeholders and customers will be a crucial part of your role. Analyzing customer feedback data to assess their satisfaction with company products and services will help in improving overall customer experience. Your insights into product development and competitive positioning will guide the company towards successful strategies. By analyzing financial data, you will be able to develop effective cost-reduction strategies and increase company profits. Market research will be essential to identify new business opportunities and collaborating with c...

Key Responsibilities: Asset Tracking and Management: Maintaining an accurate inventory of all IT assets, including hardware, software, and related agreements. Lifecycle Management: Managing the entire lifecycle of IT assets, from procurement to retirement, including tracking, maintenance, and upgrades. Licensing and Compliance: Ensuring that all software assets are properly licensed and that the organization is compliant with licensing agreements. Cost Optimization: Identifying opportunities to optimize asset utilization, reduce costs, and minimize waste. Vendor Management: Working with vendors for procurement, maintenance, and support of IT assets. Policy and Procedure Development: Developi...

Job Summary: We are looking for a skilled and detail-oriented System Engineer/Administrator to manage, monitor, and enhance our IT infrastructure. The ideal candidate will be responsible for installing, configuring, testing, and maintaining operating systems, application software, and system management tools to ensure high levels of availability and performance. Key Responsibilities: Install, configure, and maintain servers (Windows/Linux) and system software. Monitor system performance and ensure uptime and reliability. Troubleshoot and resolve hardware, software, and networking issues. Manage user accounts, permissions, and access controls. Basic knowledge of IT Infra devices i.e. Systems,...

Company: Mercer Description: We are seeking a talented individual to join our investments team at Mercer. This role will be based in Gurgaon. This is a hybrid role that has a requirement of working at least three days a week in the office. Specialist- Investments The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including data col...

Company: Marsh Description: WAS Investments WAS - Investments is seeking candidates for the following position based in the ASF office Level B2 (Senior Analyst) What can you expect We are looking to hire a Senior Analyst in the European Performance Reporting Team (EPRT) The role will be responsible for working closely with the Investment Consultants, to deliver comprehensive and accurate performance reports for pension clients and related support functions. This role will support analysis and research at every stage of the investment decision, risk management and investment monitoring process portfolio of clients. The role will focus on various aspects of institutional investing, including d...

Looking for Preferred RM Head for Mumbai location. Job Description for Preferred RM Head: SUMMARY : - The Preferred RM Head is the ultimate face of our Preferred vertical, as (s) he is going to be the final point of contact with the client. (S)he would be responsible for acquiring High Net Worth relationships and managing & retaining such relationships by delivering the best standards of services. (S)he would be expected to establish strong ties with them by designing & implementing their financial plans and then by ensuring that they execute on the right advisory. PRE-REQUISITES : - Candidate with prior experience working in a Wealth Management/Private Banking set up, experienced in driving...

About the Role: We are looking for a proactive and detail-oriented Operations Executive Investment Support with hands-on experience in mutual fund back-office operations . This is a critical role within our operations team, where you'll be responsible for ensuring smooth execution of client transactions, documentation, compliance, and coordination with internal and external stakeholders. Key Responsibilities: Handle end-to-end client onboarding including KYC verification, FATCA compliance, and documentation across mutual fund platforms. Execute and monitor Mutual Fund/SIP/Insurance transactions based on client instructions with accuracy and timeliness. Coordinate with clients and Relationshi...

Ensuring maintenance of adequate stock of security items, passbooks and various forms required for deposits & advances and other transactions.cash management, tallying of cash with reports in system, maintenance of registers for cash transactions etc

As the Equity Head, you will be responsible for overseeing equity trading, investment strategies, and portfolio management for the organization. Your role will involve leading the research team, making high-level investment decisions, managing client portfolios, and ensuring compliance with regulatory guidelines. You will develop and implement the overall equity investment strategy, identify market trends, new investment opportunities, and risk management strategies. It will be crucial for you to ensure alignment with the organization's financial goals and objectives. In terms of portfolio and investment management, you will oversee equity trading and portfolio management for clients and the...

About the Opportunity Job TypeApplication 19 July 2025 Title Lead - Multi-Asset Investment Research (SMA) Department Global Investment Research - Research Specialist Team Location Gurgaon, India Reports To Team Lead - Multi-Asset Investment Research Level Research Analysis - 5 Were proud to have been helping our clients build better financial futures for over 50 years. How have we achieved thisBy working together - and supporting each other - all over the world. So, join our Global Investment Research - Research Specialist Team and feel like youre part of something bigger. About the Global team Fidelity Solutions & Multi-Asset (SMA) is a global team with assets under management on behalf of ...

Job Role Manage financial planning of HNI clients, identify their needs and provide them with suitable products and asset allocation. Detailed Performance analysis of client portfolios and periodical review the portfolio Build and deepen relationships with existing HNI clients to achieve increase in share of wallet. Assist RM in acquiring new Drive sales of Financial products to suitable client portfolios Job Requirements 6-8 years of experience in financial & banking industry with relevant experience in investments High understanding of investment ideas across equity , fixed income and Alternates from a client suitability point of view High understanding of investment products Ability to in...