3040 Investment Advisory Jobs - Page 46

We are seeking highly energetic, self-motivated individuals with a passion for creating a holistic, technology-driven wealth management experience for their customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Why Join Us We are seeking a Principal Officer for our advisory business unit. We are building the best-in-class solution for investing in Mutual Funds. We are committed to innovation and excellence in the wealth management space. Location: HSR Layout, Bangalore Key Responsibilities - Oversee research activities, including the preparation, review, and publish of research reports and recommendations. - Develop, implement, and periodically review internal policies and procedures to ensure robust research processes and compliance. - Identify and manage conflicts of interest, ensuring transparent and fair research practices. - Coordinate with internal and external auditors for compliance checks ...

We are seeking a highly energetic, self-motivated individual with a passion for creating holistic, technology-driven wealth management experiences for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakeholders. You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently, and prioritize appropriately. In addition, you will possess excellent communication skills and demonstrate s...

We are seeking highly energetic, self-motivated individual with a passion to create wholistic, technology driven wealth management experience for its customers. - Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, along with effective stakeholder management and a keen eye for detail is what enables you to effectively manage and deliver results for a wide and diverse group of stakeholders. - You will be self-motivated and able to effectively manage deadlines, consistently deliver on your numbers, deal with a multitude of different tasks concurrently and prioritise appropriately. In addition, you will possess excellent communication skills and demon...

Key Responsibilities: - Investor Relationship ManagementNurture and manage long-term relationships with existing family office investors. Act as a trusted point of contact for ongoing communication, updates, and investment support. - Investor Acquisition & MarketingIdentify and approach new family offices and UHNWIs to join our investor base. Craft and execute strategies to expand investor outreach through events, direct engagement, and strategic networking. - Strategic CommunicationCollaborate with internal teams to develop investor presentations, pitch decks, and regular communication materials that align with AUF's value proposition and investment strategy. - Event ManagementPlan and coor...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNI/Ultra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunities/financial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client s...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

Key responsibilities include: - Use financial acumen and investment expertise to review a client's information, work closely with the Research and Advisory team to provide superior investment solutions thereby helping the client reach short-term and long-term investment goals, and seamlessly align service delivery for an enhanced customer experience. - Track the HNIUltra HNI segment in the market for new client acquisition. To research, investigate, and update themselves on available investment opportunitiesfinancial market trends to determine whether they fit into clients' portfolios. - Focus on business development and achieve growth in relationship value, and revenues & improve client sti...

One of my Clients, an Investment Banking firm that is now foraying into the Wealth Management space is looking for a Head /Senior Relationship Manager. About the Client: We intend to cater to HNW and UHNW clients. Trust and long-term commitment form the core of our strategy. We are seeking a highly energetic, self-motivated individual with a passion for creating holistic, technology-driven wealth management experiences for its customers. Your excellent strategic thinking, analytical and problem-solving skills, superb people skills, effective stakeholder management, and a keen eye for detail are what enable you to effectively manage and deliver results for a wide and diverse group of stakehol...

Job Description: Job Title: Model Validation Investment Management Models, VP Corporate Title: VP Location: Mumbai, India Role Description DWS Group (DWS) is one of the world's leading asset managers with EUR 841bn of assets under management (as of 31 March 2023). Building on more than 60 years of experience, it has a reputation for excellence in Germany, Europe, the Americas and Asia. DWS is recognised by clients globally as a trusted source for integrated investment solutions, stability and innovation across a full spectrum of investment disciplines. We offer individuals and institutions access to our strong investment capabilities across all major asset classes and solutions aligned to gr...

We are looking to hire a Specialist in the GSD Investment Consulting Alternative Investments The role will be responsible for working within the Client Team, specifically within the Alternative investment function to deliver excellent and consistent experience for all our clients through our channels of communication. This role will support portfolio of clients, assisting the Onshore stakeholders on their day to day needs and use of the tool, as well as being responsible for preparing monthly Performance report for the Alternative investments consisting of Private Equity and Real Assets. Report preparation includes identifying and updating funds recurring cash flows and valuations in the app...

Role & responsibilities Direct Responsibilities Lead Process Creation, Opportunity Identification & Automation -Develop and implement rules, processes, procedures for IPM that are aligned with business goals, ensuring the IPM Team is equipped with the right tools, content, and training to drive performance and productivity. Oversee Training and Capability Building - Manage the design, delivery, and continuous improvement of sales training programs, including onboarding, product knowledge, and skill development, in collaboration with internal stakeholders and external partners. Cross-Functional Collaboration - Collaborate closely with other departments to ensure alignment and integration of e...

Looking for 50+ Aged Indians or Visionary Professionals seeking reliable 2nd income post retirement Proven Leadership/HR skills preferred Unlimited earning potential without investment Full office support, amenities and employee benefits Required Candidate profile Interested prospects shall be briefed the virtually on Zoom Call Any Indian Citizen of any age may apply Candidates with proven Leadership/HR skill preferred Must be comfortable in Hindi and English

Responsible to Brokerage generation primarily through advising HNI clients on their Equity & Derivative portfolio. New client acquisition for Broking , Investment products – PMS/MF/Fixed Income Daily meetings to be done with existing clients and new Required Candidate profile Candidate should have exp handling the HNI and UHNI Clients Qualifications: Post Graduation Exp- 5 Years in sales/wealth management and experience on PMS, Mutual Fund, AIF & Insurance product

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...

We are seeking a skilled and motivated Wealth Manager with expertise in Equities, Mutual Funds, and other Wealth Management Products, and Develop and manage relationships with HNIs and ultra-HNIs to grow the wealth management business Required Candidate profile Strong knowledge of equity, mutual funds, insurance, and other investment products. SEBI/NISM certifications (if required for advisory roles) will be an added advantage. Perks and benefits Performance-driven incentive structures.

Kotak Mahindra Bank Limited is looking for Product Specialist - Private Banking - Investment Counselors to join our dynamic team and embark on a rewarding career journey. We are seeking a dedicated and knowledgeable Product Specialist to join our team. As a Product Specialist, you will be responsible for providing expertise on our products and services, supporting sales and marketing efforts, and ensuring customer satisfaction. The ideal candidate will have a deep understanding of our products, strong communication skills, and the ability to engage with both internal teams and external stakeholders. Responsibilities : Develop a comprehensive understanding of our products, features, benefits,...

Responsibilities: * Provide financial advice on Mutual funds & portfolio management. * Handle NISM certification requirements. * Meet sales targets for SIP and LUMPSUM. * Regular interaction with HNI and UHNI clients. Health insurance Annual bonus Leave encashment Referral bonus Mobile bill reimbursements Retention bonus Sales incentives Life insurance

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences

-Lead & manage regional teams to drive business growth & profitability. -Business strategies to achieve org. goal -Drive sales, identify new business opportunities & manage key accounts. -Train & develop team to foster a high-performing environment Required Candidate profile -Exp in leadership roles; preferably in the financial industry -Strong communication and interpersonal skills -Deep understanding of the regional market dynamics & customer preferences