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5.0 - 9.0 years
0 Lacs
delhi
On-site
Role Overview: As an Investment Advisor, you will play a crucial role in guiding clients on investment strategies, asset allocation, and risk management. Your responsibilities will include recommending tax-efficient vehicles and tailoring solutions using alternative, offshore, equity products, and GIFT City offerings. You will need to identify and mitigate risks to client wealth while also supporting family office structuring to ensure their financial well-being. Key Responsibilities: - Expand the client base and strengthen brand positioning through targeted relationship-building efforts. - Collaborate across different verticals to deliver customized investment solutions that meet the unique...
Posted 1 month ago
6.0 - 8.0 years
0 Lacs
surat, gujarat, india
On-site
Working with a leading family office in India This is a rare opportunity at the intersection of impact, growth, and investing About Our Client The company is a diversified Indian conglomerate with a strong presence in textiles, infrastructure, and environmental solutions. Founded in 1980, the group has grown from a textile processing house in Surat to a multi-faceted organization with interests across various sectors. They are known for their commitment to sustainability, innovation, and community development, particularly in areas like waste management and water treatment. Job Description Strategic Projects - Promoter Office Work directly with the Promoter on new initiatives - from concept ...
Posted 1 month ago
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