24 Investment Advice Jobs

**Job Description** As a Financial Advisor at Pramerica Life Insurance Limited, your role will involve providing personalized financial planning, retirement planning, and investment advice to clients. Your daily tasks will include assessing clients" financial needs, developing tailored financial strategies, and guiding clients in making informed decisions to secure their financial future while ensuring compliance with industry standards and regulations. **Key Responsibilities** - Assessing clients" financial needs - Developing personalized financial strategies - Providing guidance on investment decisions - Ensuring compliance with industry regulations **Qualifications** - Strong Financial Pl...

Company Description At Team ACE HR, we believe in the power of collaboration and diversity of skills to create a successful team. Our goal is to foster a transformational culture where employees and employers can have value-driven conversations and work together towards shared success. We prioritize building strong relationships and delivering quality service without the need for a sales pitch, setting a benchmark in the industry. Roles & Responsibility: Wealth Relationship Manager (RM) job typically involves managing client relationships, providing investment advice, and assisting clients with wealth management needs. They also play a role in building and maintaining a team of financial adv...

As an Equity Dealer / Senior Equity Dealer at our stock broking team, your role involves executing equity trades for clients, providing investment advice, and managing client portfolios. You will work in a dynamic and fast-paced environment to contribute to the success of our brokerage firm. **Key Responsibilities:** - Execute equity trades on behalf of clients, ensuring timely and accurate order execution. - Provide investment advice and recommendations based on thorough market analysis. - Build and maintain strong client relationships, understanding their investment goals and risk tolerance. - Manage client portfolios by monitoring performance, rebalancing assets, and recommending changes....

As a Mutual Fund Advisor at our company in Varthur, you will assist clients in achieving their financial goals through informed investment decisions. Your responsibilities will include: - **Client Acquisition and Relationship Management:** - Identify and acquire new clients through networking and referrals. - Build strong and lasting relationships with clients based on trust. - Act as the primary contact for client inquiries, providing exceptional service. - **Financial Assessment and Goal Setting:** - Conduct thorough assessments of clients" financial situations. - Understand clients" financial goals, risk tolerance, and investment time horizon. - **Investment Advice and Portfolio Construct...

As a Wealth Manager, your primary role involves acquiring and maintaining relationships with preferred clients, specifically High Net Worth Individuals (HNI) and Ultra HNI clients. You will be responsible for generating Assets Under Management (AUM) from these clients by advising them on their investments and managing their financial portfolios. Additionally, you will collaborate with the product and research team to make informed investment decisions for your clients. Key Responsibilities: - Acquire and maintain relationships with preferred clients, focusing on HNI and Ultra HNI individuals - Generate AUM from preferred clients by providing investment advice and managing their financial por...

As a candidate for the position at OneBanc, you will play a crucial role in driving the FinTech revolution of the future. Your responsibilities will include: - Providing strategic direction and vision for the organization, ensuring alignment with its mission, goals, and objectives. - Overseeing financial planning, budgeting, and reporting processes to monitor financial performance and manage resources effectively. - Offering investment advice to clients in accordance with SEBI regulations. - Handling all compliance matters and communications with SEBI. To qualify for this role, you should have: - 5+ years of experience as a Principal Officer in activities related to advice on financial produ...

As a Private Banker/Senior Private Banker with the Global Private Clients division of a rapidly growing Indian financial firm, your role involves building and nurturing strong relationships with high-net-worth clients, understanding their financial goals, and investment preferences. You will drive the expansion of Assets Under Management (AUM) by identifying new business opportunities and developing strategic solutions. Additionally, you will offer expert investment advice, financial planning services, and collaborate with internal teams to deliver comprehensive financial solutions. Keeping abreast of market trends and economic developments to guide investment strategies and provide timely a...

Greetings! Moneypalm Wealth Private Limited! About us: A sister concern of Moneypalm Brokers Private Limited, Moneypalm Wealth Private Limited has been a stalwart in the wealth management industry since 2012. We have earned the trust of HNI and Ultra HNI clients by providing tailored wealth management solutions that cater to their unique needs and risk profiles. We specialize in creating customized investment portfolios that align with our clients financial goals. Our service offerings include: Equity, Mutual Funds, Portfolio Management Services (PMS), Alternative Investment Funds (AIF), Insurance Distribution, Customized Real Estate Solutions . We are dedicated to delivering exceptional ser...

Purpose of the role To establish and nurture profitable partnerships with both corporate and individual clients. It's the bridge between the bank's offerings and clients needs, ensuring mutual benefit and long-term success. Accountabilities Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs. Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommen...

As an individual in this role, your main responsibility will be to acquire new clients and enhance engagement with existing clients by offering comprehensive financial planning solutions tailored to their risk tolerance and financial goals. You will be expected to work towards achieving the revenue targets set for the branch. Your key responsibilities will include: - Cross-selling a range of financial products, such as Mutual funds, to both new and existing clients to deepen relationships and increase revenue streams. - Developing strategies to expand the client base by providing sound investment advice to clients. - Cultivating long-term relationships with both new and existing clients to g...

Role Overview: As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Key Responsibilities: - Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and ma...

You are an experienced Wealth Head with a strong background in the stock broking industry, responsible for providing personalized investment advice to clients and managing their investment portfolios to help them achieve their financial goals. Your main responsibilities include developing and maintaining relationships with clients, providing personalized investment advice, managing clients" investment portfolios, conducting market research, staying updated with market trends, generating new business, collaborating with other departments, and meeting or exceeding sales targets and KPIs. To excel in this role, you should have 10+ years of experience as a Wealth Manager in the stock broking ind...

As a professional in this role, your primary responsibilities will include building and nurturing strong relationships with both existing clients and potential prospects. You will be expected to offer personalized advice to clients based on their investment objectives, risk preferences, and time horizons. This will involve providing tailored recommendations on mutual funds and portfolio strategies, covering areas such as retirement planning, wealth accumulation, and other financial instruments. In addition, you will be responsible for monitoring the performance of client portfolios, conducting regular reviews, and suggesting rebalancing actions in line with prevailing market conditions. Your...

As a Relationship Manager at Mehak Wealth Management Pvt. Ltd., you will play a crucial role in building and maintaining strong relationships with both HNI and retail clients. Your responsibilities will include providing customized investment advice across various financial products such as mutual funds, insurance, equities, and more. Achieving monthly/quarterly sales targets, conducting portfolio assessments, and staying updated on financial markets will be key aspects of your role. To excel in this position, you should hold a Graduate/Post-Graduate degree in Finance/Business or a related field, possess a minimum of 2-5 years of experience in wealth management or financial services, and dem...

You will be working as a full-time on-site Senior Dealer for Aditya Birla Money Limited located in Kottayam. Your primary responsibilities will include executing equity and derivatives trades, managing investment portfolios, offering investment advice, and ensuring adherence to regulatory requirements. To excel in this role, you should possess a strong understanding of equity and derivatives trading, along with prior experience in managing investment portfolios. Excellent analytical and decision-making abilities are essential for making informed investment decisions. Additionally, holding SEBI certification for stock broking is a prerequisite for this position. Effective communication and in...

As a Wealth Manager at Floatr in Bangalore, you will leverage your 5+ years of experience to provide expert guidance on Mutual Funds, Bonds, and Life & Health Insurance products. Your role will involve assessing client profiles to recommend tailored solutions for both HNI and retail clients. You will acquire new clients through various channels and deliver personalized investment and insurance advice based on their financial goals. Your responsibilities will include overseeing the onboarding process primarily through the Floatr platform, maintaining strong client relationships through regular follow-ups and portfolio reviews, and staying updated on market trends and regulatory changes. Meeti...

You will be joining Baroda BNP Paribas Mutual Fund, a collaborative effort between Bank of Baroda and BNP Paribas. Your role as a Relationship Manager based in Guwahati will involve managing client relationships, providing investment advice, and ensuring customer satisfaction. Your responsibilities will include identifying client needs, offering suitable investment solutions, nurturing long-term client relationships, and meeting sales targets. Additionally, you will be expected to conduct market research to stay informed about financial trends and products. To excel in this role, you should possess strong Client Relationship Management, Customer Service, and Sales skills. Your expertise in I...

ithoughtconnect is dedicated to investor education and enhancing awareness through social media platforms and hands-on workshops in multiple languages. The company, founded by Shyam Sekhar, manages brands such as Muthaleetukalam, Milestones2Wealth (M2W), and ithoughtwealth, focusing on personal finance and investment trends with a commitment to improving financial literacy. Based in Chennai, Tamil Nadu, India, ithoughtconnect aims to assist investors in achieving significant financial milestones. We are looking for a passionate and client-focused Registered Investment Advisor (RIA) to join our team. As an RIA, you will be responsible for providing comprehensive financial planning, investment...

As a Relationship Manager at 7Sea Capital Limited, you will be responsible for nurturing and managing strong relationships with high-net-worth clients. Your main duties will involve overseeing a client portfolio, delivering personalized financial advice, and ensuring utmost client satisfaction. Acting as a reliable advisor, you will comprehend clients" financial objectives and provide tailored solutions to fulfill their requirements. Your key responsibilities will include developing and sustaining relationships with a client base, guaranteeing their financial aspirations are achieved. You will offer customized financial planning and investment recommendations, adapting to market conditions a...

We are seeking an experienced Wealth Manager with a solid background in the stockbroking industry to join our team. As a Wealth Manager, you will play a crucial role in offering personalized investment advice to clients and overseeing their investment portfolios to help them realize their financial objectives. Your responsibilities will include developing and nurturing relationships with clients to comprehend their investment objectives and risk appetite. You will be tasked with delivering tailored investment advice and recommendations to clients based on their unique requirements and situations. Monitoring and managing clients" investment portfolios to ensure they are in line with their goa...

As a Relationship Manager - Wealth with a minimum of 3 years of experience, you will be responsible for acquiring and managing clients for various investment products such as Mutual Funds, Stock Markets, Insurance, and other financial instruments. Your role will require you to possess a strong understanding of investment strategies and be able to confidently address queries related to Mutual Funds, Stock Markets, associated risks, financial terminologies, and portfolio management. To be considered for this role, you should hold a Bachelor's degree in Commerce (B.Com) or an MBA in Finance with a good knowledge of Mutual Funds. Additionally, possessing certifications such as Chartered Wealth M...

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & A...

As a Wealth Management Advisor, you will be responsible for offering professional wealth management services to high net worth individuals and families. Your main role will involve assisting clients in developing and executing personalized investment strategies and financial plans to help them achieve their long-term financial objectives. To excel in this position, you will need to possess solid financial knowledge, exceptional communication abilities, and excellent customer service skills. Your key responsibilities will include conducting thorough consultations with clients to grasp their financial situation, investment objectives, and risk tolerance levels. By analyzing their financial req...

You will be responsible for advising clients through calls or chat, providing them with information about the products and services offered. Your role will involve giving advice on investments such as stock cash services, future services, and commodities. It will also be essential to update client information in the database and work towards achieving given sales targets. Handling client queries before and after trade through inbound calls and chat will be part of your daily tasks. You will also need to ensure that all activities are carried out in adherence to the compliance framework. Building strong relationships with clients and educating them about various investment opportunities will ...