1054 Financial Advisory Jobs - Page 25

You will be responsible for managing the Document Collection pipeline for Addepar clients. This includes accessing various Fund Admin and GP portals to retrieve all relevant documents that need to be processed. You will ensure that these documents are uploaded to the correct Addepar client and engage with clients, GPs, or Fund Admins in case of any portal connection failures. Additionally, you will help maintain Document Collection workflow procedures and play-books. Collaboration with Product and Engineering teams will be essential to implement new processes and tooling features that enhance Document Collection user experience and increase operational workflow efficiency. To be successful i...

As an ideal candidate for this role, you should have proven experience in wealth management, private banking, or financial advisory roles. Your strong knowledge of financial products, markets, and regulatory frameworks will be crucial in excelling in this position. Your excellent analytical, communication, and interpersonal skills will enable you to effectively engage with clients and deliver top-notch services. Additionally, your high ethical standards and client-focused mindset will guide your decision-making and interactions. This position offers a full-time, permanent opportunity and is open to freshers who are looking to kick-start their career in the finance industry. As part of the be...

As a client portfolio manager in the banking sector, your main responsibilities will include managing a portfolio of clients and providing them with advisory services on savings, investment, and loan options. You will also be responsible for cross-selling banking products such as loans, insurance, and investments, as well as resolving customer queries and complaints to ensure customer retention and satisfaction. In order to drive business targets, you will need to source new savings and current account customers through various means including field visits, cold calls, and explaining account features, benefits, and documentation requirements. Additionally, you will be required to supervise b...

As a Chartered Accountant (CA), you will be responsible for handling various financial tasks such as accounting, auditing, taxation, and providing financial advisory services. Your duties will include preparing and analyzing financial statements, conducting audits, managing financial systems, and ensuring compliance with regulations. Additionally, you will offer financial advice to clients and assist them in navigating complex financial matters. Your key responsibilities will encompass a range of tasks including accounting and bookkeeping, auditing, financial management, tax planning and compliance, financial advisory, compliance with financial regulations, reporting, and risk management. In...

You will be responsible for preparing and analyzing financial statements, including balance sheets, income statements, and cash flow statements. Additionally, you will manage tax filings, ensure compliance with tax laws, and optimize tax strategies. Conducting internal and external audits, reviewing financial documents for accuracy, and identifying discrepancies will also be part of your role. Analyzing financial data to identify trends, variances, and opportunities for improvement will be crucial. You will also be involved in developing and managing budgets, forecasting financial performance, and contributing to financial planning. Cost accounting tasks such as analyzing costs, tracking exp...

As an Account Manager at Chagans Business Centre, located in Chohtan, you will play a crucial role in managing and nurturing client relationships, overseeing account operations, and ensuring client satisfaction. Your responsibilities will include identifying new business opportunities, providing financial advice, conducting regular meetings with clients, and collaborating with internal teams to address client needs. It will be essential for you to have strong client management and relationship-building skills, experience in financial advisory and account operations, excellent communication and interpersonal skills, proficiency in preparing and presenting reports, and the ability to identify ...

About FundTQ: FundTQ, based in Delhi, Gurgaon, and Mumbai, is ranked as the #5 Investment Bank in India. The company has successfully closed 15+ marquee fundraising and mergers & acquisitions deals in the past 12 months. To explore the successful transactions completed by FundTQ, please visit the website: [Website: FundTQ](https://fundtq.com/). Partners Background: The partners at FundTQ bring a diverse set of skills and experience to the table. They are Chartered Accountants (CA) and alumni of prestigious institutions like IIT and IIM. With backgrounds in renowned firms such as KPMG, EY, and PWC, each partner possesses over 14 years of experience and a track record of closing multiple deals...

You are a strategic and detail-oriented Finance Head (CA Qualified) joining a well-established company in the UAE. Your role involves overseeing the financial health of various business entities, including operations in Saudi Arabia and personal investment portfolios. Responsibilities encompass budgeting, financial reporting, compliance, and performance analysis. Leading a finance team, ensuring strong internal controls, and providing insights for informed business decisions are integral to the role. Duties include: - Overseeing financial planning, budgeting, and performance analysis for all business entities. - Preparing and presenting accurate financial statements, reports, and key perform...

As a Sr. NRI Wealth Relationship Manager at NRI Nivesh, you will play a crucial role in providing expert financial advice to NRI clients. Your responsibilities will include developing and maintaining relationships with clients, offering personalized wealth management solutions, and ensuring customer satisfaction through regular interactions and updates. Additionally, you will be required to analyze financial data, create investment plans, and conduct market research to guide NRIs in making informed investment decisions. To excel in this role, you should have a strong background in financial advisory, wealth management, and investment planning. Your ability to manage and grow a portfolio of N...

StockGro, India's leading stock market education platform, is on a mission to equip users with trading and investing knowledge to succeed in the stock market. Whether you are a beginner or a seasoned trader, StockGro provides strategies from top investment managers, practice opportunities with platform currency, and access to expert and peer portfolios. The platform combines experiential learning with guidance from SEBI-registered experts, making it the go-to destination for trading and investing education. Founded in January 2020 by former venture capitalist Ajay Lakhotia, StockGro is well-funded and backed by respected investors such as General Catalyst, BITKRAFT, Roots Ventures, and promi...

Company Description NRI Nivesh is India&aposs most trusted NRI platform, dedicated to helping NRIs make informed financial decisions. Our mission is to create a financially savvy community by providing expert-backed insights and educational resources. We host global real estate expos, 1:1 consultations, and financial literacy exhibitions aimed at guiding NRIs. Our goal is to empower NRIs to make wise investment choices. Role Description This is a full-time on-site role for a Sr. NRI Wealth Relationship Manager based in Mumbai. The Sr. NRI Wealth Relationship Manager will be responsible for providing expert financial advice to NRI clients, developing and maintaining relationships, and offerin...

As a Proprietor at Mutual Fund Distributor Insurance Advisor, located in Ahmedabad, Gujarat, India, your primary responsibility will be to oversee daily operations, manage client portfolios, and provide investment and insurance advice to clients. You will leverage your experience in investment banking, financial advisory, and insurance advising to assess client needs, develop tailored investment strategies, and ensure compliance with financial regulations. To excel in this role, you must possess a Bachelor's degree in Finance, Economics, Business Administration, or a related field. Additionally, having relevant certifications in finance or insurance advisory would be advantageous. Your profi...

The Finance Manager is responsible for overseeing the financial operations of an organization. They work closely with executive leaders to identify areas where the organization can improve financially, manage budgets and financial forecasting, and ensure compliance with financial regulations. They are also responsible for managing a team of financial professionals and providing guidance and support to help the organization achieve its financial goals. We are seeking a Finance Manager to oversee the financial operations of our company. The Finance Manager will be responsible for maintaining financial records, creating reports, and analyzing financial data to assist in making strategic busines...

Anil Sekhri & Company, established in Mumbai in 1983, is a leading financial firm specializing in Media & Entertainment. With over four decades of experience and proprietary processes, our firm has played a pivotal role in the industry's transformation. We provide tailored financial solutions for clients ranging from leading celebrities in film, television, and advertising to performers, authors, and production houses. Our comprehensive services encompass financial advisory, taxation, budgeting, and costing. This is a full-time on-site role for an Article Assistant located in Mumbai. The Article Assistant will be responsible for assisting in audit, financial advisory, taxation, budgeting, an...

As a dynamic Chartered Accountant with 6-8 years of post-qualification experience in debt syndication, financial advisory, and management consulting, you will be responsible for playing a leadership role in driving financial strategy and execution for our clients at Walter Advisors. You will be leading a team of 36 professionals, ensuring the successful delivery of our services. Your key responsibilities will include: - Providing strategic financial leadership to client businesses, offering oversight and direction. - Advising on key financial initiatives such as greenfield projects, capital deployment, and business restructuring. - Developing Management Information Systems (MIS) to enable da...

JB Patel & Associates is a dynamic and respected Chartered Accountancy firm with over 10 years of experience and a client base exceeding 500 active clients across various industries. We are committed to integrity, professionalism, and excellence in client service. We are currently looking for a Senior Chartered Accountant to lead our Tax & Compliance team. In this leadership position, you will be responsible for client advisory, regulatory representation, team development, and internal management. Key Responsibilities Team Management: Lead and mentor a team of Chartered Accountants and junior professionals. Provide technical guidance on taxation, audit, and compliance matters. Taxation & Aud...

As a CA Manager - Taxation, you will play a pivotal role in managing and overseeing tax-related activities, including Income Tax Returns (ITR), financial statement preparation, audits, and providing financial advice. You will also manage escalations from clients, supervise complex accounting tasks, and lead a dedicated team. Key Responsibilities Income Tax Return (ITR) Filing: Prepare and file income tax returns, ensuring compliance with applicable tax laws and regulations. Financial Statements Preparation: Prepare accurate and timely financial statements in line with accounting standards. Financial And Legal Advisory: Provide financial and legal advice to clients regarding taxation, account...

Job Description (4/4): Position: Relationship Manager Branch Sales Grade: E1 Department: Broking Channel Experience: 0 4 Years Location: [Enter city/location] Reporting To: M3 / M4 Industry: BFSI / Financial Services / Stock Broking Employment Type: Full-Time Education: Graduate / Postgraduate About the Role: We are hiring Relationship Managers for a reputed broking firm to drive client acquisition and equity product sales . The ideal candidate is dynamic, target-oriented, and passionate about building relationships in the financial services space. Roles & Responsibilities: Acquire new clients and develop long-term relationships with them. Deepen engagement with existing clients by providing...

As a highly driven and articulate Assistant Vice President (AVP) of Business Development & Client Relations, you will play a crucial role in fostering relationships within the financial services sector. With 8-10 years of experience, your primary focus will be on engaging with high-net-worth individuals (HNIs) and establishing strategic B2B partnerships. Your excellent communication and presentation skills, coupled with fluency in English, will be instrumental in effectively presenting financial products and investment solutions tailored to client profiles. Your key responsibilities will include developing and managing long-term relationships with HNI clients, family offices, and institution...

You will be working as a full-time Financial Advisor at R&V Teleperformance Pvt Ltd, situated in Lucknow. Your primary responsibilities will include offering expert financial guidance to clients regarding financial planning, retirement planning, and investment management. You will be tasked with creating customized financial plans, conducting regular reviews of financial goals, keeping abreast of the latest trends and regulations in the financial industry, and meeting with clients to understand their financial objectives while presenting suitable options. To excel in this role, you should possess expertise in Financial Planning and Financial Advisory, proficiency in Investments and portfolio...

Join a global leader in wealth management and become a part of a dynamic team of experienced financial advisors at deVere. We are committed to empowering our advisors by providing continuous training, facilitating career growth, and offering access to an extensive international network of clients. Our organizational culture is built on ambition, innovation, and a strong emphasis on supporting our people to achieve success. As an experienced financial advisor with us, you will have the opportunity to manage diverse wealth portfolios for high-net-worth clients. We provide comprehensive training programs and avenues for career progression to help you enhance your skills and expertise. Additiona...

As a Private Banker/ RM (Relationship Manager) at our organization, your core purpose will be to engage with high net-worth individuals and ultra-high net-worth clients, both individuals and corporates, providing them with comprehensive advice on their investment and financial requirements. Your primary responsibilities will include building and managing client relationships, enhancing portfolio sizes, and increasing wallet shares of existing customers while strictly adhering to compliance guidelines. You will be expected to partner with clients to gain insights into their business needs and objectives, effectively communicate our organization's value proposition through proposals and presen...

As an experienced consultant with a minimum of 3 years of experience, you will be joining the Corporate Treasury team within the FAAS (Financial Accounting and Advisory Services) line of services. Your role will involve addressing a wide range of treasury management issues, especially in complex transactional contexts such as spin-offs, carve-ins, and carve-outs. Your responsibilities will include: - Transformation of the Treasury function: - Conducting diagnostics of the Treasury function (risks, processes, tools, organization) - Defining the target operational model and action plan - Implementing the target operational model and coordinating with internal and external partners - Change man...

As a Relationship Manager specializing in Wealth Management at Simplifin.ai, you will play a crucial role in revolutionizing wealth management through advanced AI-driven tools. Your primary responsibility will be to build and maintain strong relationships with clients, understanding their financial needs and goals to provide tailored advice and solutions. By advising clients on mutual fund portfolios, aligning them with their risk tolerance and financial objectives, you will help them achieve their financial aspirations. Your expertise in financial markets, investment strategies, and economic indicators will be essential as you stay updated on industry trends and regulations. Proactively ide...

Role & responsibilities Ownership of the Asset Gathering Target of the location Driving Investment Product Sales through Wealth Relationship Managers and Business Development Relationship Managers. Increasing AUM of the location Penetration of existing client base for creating new investors in MF/Investments from existing client base Ensuring better client experience both by qualitative and quantitative interventions Assist in investment portfolio asset allocation of customers Portfolio Monitoring/Review Reallocation of portfolios as and when required for risk management or sales opportunities. Coach Asset RM and Business Development RM teams on latest products Conduct Market and Product upd...