82 Financial Advice Jobs - Page 4

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth managem...

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth managem...

SVP/VP/AVP Relationship Managers / Private Bankers - Wealth Management QuickTurtle is seeking experienced SVP/VP/AVP Relationship Managers and Private Bankers to join our Wealth Management team. In these critical roles, you'll be responsible for acquiring, deepening, and retaining HNI/UHNI client relationships, driving revenue through diverse wealth products, and providing expert financial advice. Key Responsibilities Acquire, deepen, and retain High Net Worth (HNI) and Ultra High Net Worth (UHNI) clients , building long-lasting relationships based on trust and exceptional service. Generate significant revenue by effectively promoting and cross-selling a comprehensive range of wealth managem...

Department: Finance & Accounts JOB Location: Karnal Experience: 4-10 Years Job responsibilities Auditing ,Taxation ,Financial Reporting, Financial Advice ,Budgeting, Analysis Risk Management, Internal Controls ,Forensic Accounting

Role Description This is an on-site, full-time role for a Wealth Advisor based at all over Tamilnadu. The Wealth Advisor will be responsible for providing wealth management services, including financial and retirement planning, and investment management. Day-to-day tasks include assessing clients financial needs, developing customized financial plans, managing clients investment portfolios, and providing ongoing financial advice and support. Qualifications Skills in Financial Planning and Retirement Planning Knowledge and experience in Investments and Broking Expertise in Wealth Management Services Strong analytical and problem-solving skills Excellent communication and interpersonal skills ...

Responsibilities Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly monthly calls. Desired Skill Should possess effective communication and presentation skills. Ability to convince and...

Job Description of Relationship Manager To promote all the product line of Mutual Fund To up sell Mutual Fund products to Retail/HNI Clients. To generate fresh leads and acquire clients through reference to shore up the clientele. Profiling customers and provide Investment plan & financial advice to the client/HNI clients. Ensuring the highest levels of service to the client /HNI clients One point of contact for the assigned client To execute monthly sales plan to acquire HNI/UHNI clients and ensure regular contact with all mapped clients through regular weekly / monthly calls. Qualification & Experience: Graduate/Postgraduate Designation: Relationship Manager Desired Skill Should possess ef...