34 Investment Advice Jobs - Page 2

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 ...