205 Rebalancing Jobs - Page 3

Position Overview: Managing client relationships and providing financial solutions that help clients achieve their financial goals. Responsible for offering comprehensive wealth management services, including investment products, financial planning, and advisory services. Key Responsibilities: 1. Client Relationship Management: o Build and maintain strong relationships with existing and potential clients, ensuring customer satisfaction and loyalty. o Conduct regular client meetings to review portfolios, address concerns, and provide financial advice. o Understand client needs and offer personalized wealth management solutions to enhance their financial well-being. o Monitor client portfolios...

Job Summary:We are seeking a knowledgeable and results-driven Stock Market Advisor to guide clients in making informed investment decisions. The ideal candidate will analyze financial markets, assess risk, provide stock recommendations, and help clients build profitable portfolios aligned with their financial goals. Key Responsibilities:Conduct in-depth analysis of stock market trends, financial data, and economic indicators. Provide daily/weekly market outlooks and stock recommendations. Develop personalized investment strategies based on clients’ financial objectives, risk profiles, and time horizons. Monitor portfolio performance and make necessary adjustments or rebalancing suggestions. ...

About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation. We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, ...

About Syfe Syfe is a digital investment platform with a mission to empower people to grow their wealth for a better future. Built on the pillars of advice, access and innovation, we cater to the full spectrum of an individual's wealth needs across diversified proprietary portfolios, cash management solutions and a state-of-the-art brokerage. The Syfe team combines world-class financial expertise with best in-class technology talent. Excellence in execution is in our DNA and we offer equity ownership to all employees regardless of seniority and designation. We are regulated by the financial authorities across Singapore, Hong Kong and Australia. In Singapore alone, where we are headquartered, ...

Maple Capital Advisors is seeking an experienced, high-performing Manager - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial and high-impact environment. About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.pandionpartners.com). We are a high-conviction, high-touch firm with a strong track reco...

Maple Capital Advisors is seeking an experienced, high-performing Analyst - Wealth Management to join our team in New Delhi. This is an immediate opening for candidates who thrive in an entrepreneurial, high-impact environment and have prior frontline experience in M&A and Private Equity transactions. About Maple Capital Advisors Maple Capital Advisors (www.maple-advisors.com) is a leading boutique investment banking and advisory firm focused on Mergers & Acquisitions, Private Equity, Leveraged Capital and wealth management. We operate in both domestic and cross-border deal making, with deep India expertise and a strong international network through Pandion Partners (www.pandionpartn...

Job Requirements Job Requirements Job Title: Investment Portfolio Manager Function/Department: Wealth Management and Private Banking Sub-Function: Investment Portfolio Manager – Wealth Management Role and responsibility: - Investment strategy Define Investment strategy, asset allocation basis the prevailing market conditions Be up to date with Equity and Debt markets by going through investment reports/conceals Product Selection Develop and manage the fund selection models Product Due diligence to understand the qualitative aspects of the products Financial Planning and Wealth Protection Financial goal setting and planning and prepare investment proposals for the clients Asset allocation and...

Job Title: Portfolio Management Intern Location: Remote / Hybrid (Bangalore preferred) Organization: PipRaisers Stipend: Up to ₹30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About PipRaisers PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets. Role Overview As a Portfolio Management Intern at PipRaisers, you will...

Key Responsibilities: Leverage your existing client base to generate new sales opportunities and expand business relationships. Develop and implement strategies to achieve sales targets and drive revenue growth. Build and nurture strong, long-term relationships with clients. Understand clients' financial needs and goals to promote suitable products and services. Provide exceptional customer service, ensuring satisfaction throughout the sales process. Collaborate with internal teams to resolve client issues and achieve organizational goals. Stay updated on industry trends, market developments, and competitor activities to identify new growth opportunities. Prepare accurate and timely sales re...

BITA is a Fintech company with the mission of disrupting the index and systematic investment industry. Through advanced software, state-of-the-art infrastructure, and high-quality data, we empower our clients to develop innovative investment products faster, flexibly, and at a lower cost. We are a young and dynamic team of more than 60 people located worldwide, unified by a strong belief that the investment industry is ready for a new challenger. We are seeking a detail-oriented and tech-savvy Index Operations Associate to support the daily operations and maintenance of our index products. The ideal candidate will bring strong operational discipline, a solid understanding of index operations...

BITA is a Fintech company with the mission of disrupting the index and systematic investment industry. Through advanced software, state-of-the-art infrastructure, and high-quality data, we empower our clients to develop innovative investment products faster, flexibly, and at a lower cost. We are a young and dynamic team of more than 60 people located worldwide, unified by a strong belief that the investment industry is ready for a new challenger. We are seeking a QA Engineer with solid experience in test automation within CI/CD environments, ideally with a background in financial products, indexing, or market data. This individual will be responsible for designing, executing, and automating ...

Job Title: Portfolio Management Intern Location: Remote / Hybrid (Bangalore preferred) Organization: PipRaisers Stipend: Up to ₹30,000 per month Duration: 2 Months Opportunities: Letter of Recommendation (LOR) & Pre-Placement Offer (PPO) About PipRaisers PipRaisers is a dynamic trading insights and portfolio research firm specializing in global financial markets. We help traders and investors build better strategies through structured portfolio approaches across forex, crypto, and commodities. Our live projects and data-backed frameworks make us a trusted learning hub for aspiring professionals in high-volatility markets. Role Overview As a Portfolio Management Intern at PipRaisers, you will...

Location: Noida Company: FINVESTMENTS About the Role The Wealth Manager will be responsible for managing client portfolios, providing investment and insurance advisory, and ensuring clients achieve their financial goals. This role combines investment advisory, financial analysis, client relationship management, and business development . The ideal candidate should have strong analytical abilities, sales acumen, and a client-centric mindset. Key Responsibilities 1. Investment Advisory & Portfolio Management Analyze client goals, risk appetite, and time horizon to recommend mutual funds, insurance products, and other financial instruments. Construct and manage diversified portfolios aligned wi...

Business Analyst – Investments A Business Analyst in Investments is responsible for conducting detailed research and financial analysis to support robust investment decision-making for All Wave. This position requires at least 2 years’ experience in financial analysis, investment research, or treasury operations, along with a strong understanding of Indian capital markets—including major equity and debt instruments, SEBI regulations, and local economic drivers. Familiarity with Indian stock exchanges, mutual funds, and corporate governance practices is essential for effectively supporting investment and treasury decision-making. Key responsibilities include: The role will work with the senio...

Analyse individual client portfolios in terms of returns, risk, asset allocation, and benchmark comparisons. Conduct detailed research on mutual funds, PMS, AIFs, bonds, and equity strategies. Track macroeconomic indicators, market trends, and fund manager commentary to recommend tactical shifts. Assist in creating investment proposals, rebalancing strategies, and customized portfolio models. Monitor portfolio diversification, sector exposure, credit risk, duration (in debt), and fund overlap. Use tools like Morningstar, PMS Bazaar, PMS AIF World, Value Research, or Bloomberg for performance and peer comparisons. Support compliance and risk analysis related to portfolios. Maintain investment...

Job Overview: As we expand our vision, we're building a team of sharp thinkers, trusted advisors, and execution-focused professionals who can operate across sectors and strategies with integrity, discretion, and foresight. We are seeking a qualified Certified Financial Planner with hands-on experience in wealth management. The ideal candidate will be responsible for designing personalized financial roadmaps, managing multi-asset portfolios, and supporting long-term legacy, retirement, tax, and estate planning for UHNW clients. Wealth & Investment Advisory 1. Develop customized financial plans aligned with clients' life goals, liquidity needs, and risk profiles 2. Provide advice across asset ...

Supply & Inventory Planner The position is proposed by Equipment & Transformer Organization, the world wide organization including the 30 Medium Voltage plants located in Europe, South America, MEA, APAC (except China) and Australia. E&T is creating a Central Hub in Budapest for Supply Chain, regrouping the Supply & Inventory Planners for European plants. The Supply & Inventory Planner is responsible for 1 plant to: Define and update the supply and stock management parameters. Ensure needs / resources balance (MRP,..) for raw material, components, sub-assemblies and finished products by managing the customer’s needs (customer order + customer request (CR) and the replenishment backlog. Ensur...

Senior Software Engineer - Java WHAT MAKES US, US Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like wha...

Senior Software Engineer - Java What Makes Us, Us Join some of the most innovative thinkers in FinTech as we lead the evolution of financial technology. If you are an innovative, curious, collaborative person who embraces challenges and wants to grow, learn and pursue outcomes with our prestigious financial clients, say Hello to SimCorp! At its foundation, SimCorp is guided by our values — caring, customer success-driven, collaborative, curious, and courageous. Our people-centered organization focuses on skills development, relationship building, and client success. We take pride in cultivating an environment where all team members can grow, feel heard, valued, and empowered. If you like wha...

Connor, Clark & Lunn Financial Group Ltd. Gurugram, India As passionate developers, we are faced with complex problems that are ideally solved with technology. Applying technology to investment problems has been key to the firm’s success and plays an increasingly significant role in the evolution of the firm and the industry. Our Trading & Compliance systems handle many thousands of orders per day in more than 70 countries around the world. The Information Systems Trading & Compliance Team has presence in Vancouver, Canada and Gurugram, India. We place high value on maintaining an entrepreneurial spirit and creating a culture where each of us has opportunities to succeed. We are looking for ...

Advise client about trading Handling clients via providing recommendations and trading related services. Handling and meeting clients and giving training on How to trade Online through various Trading Applications. Handling Customers Query Regarding "Before trade and After Trade" through Inbound calls / outbound calls. Provide insights, updates, and recommendations based on market movements and analysis. Evaluate financial risks and decide on trading based on available data. Attain thorough knowledge about stock market terms and trading practices. Execute trading orders (equities, derivatives, or commodities) accurately and timely as per client instructions. Communicate with clients to under...

About the Company Systematix Group is a leading diversified financial services firm offering a wide range of solutions, including Investment Banking, Institutional Equities, Wealth Management, Retail Broking, and Asset Management. With 35+ years of legacy & 300+ experienced professionals, Systematix has built a strong track record of delivering value-driven solutions to clients across multiple sectors. We are committed to being a lifecycle partner for businesses, providing strategic and financial guidance at every stage of their journey. Business: - Wealth Management Role: - Relationship Manager - Wealth Management Experience: - 10+ years Location: - Mumbai, Delhi, Bangalore, Kolkata, Ahmeda...

Qualification- Any Graduate, MBA Marketing preferred Experience- 2-3 years (Fresher with excellent communication skills also welcome) Certification- NISM - VA is an added advantage Number of positions - 3 (Male/Female) Job Description- Identify and on-board new clients through proactive outreach efforts Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives. Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions. Educate customers on the product benefits Conduct ...

Job Title: Vice President – Family Office & Investment Research Location: Mumbai, Maharashtra (Hybrid/Office-based) Type: Full-time Compensation: ₹90,000–₹1,00,000 per month (CTC) About Rashi Fincorp Rashi Fincorp is a diversified financial services platform with over 25 years of experience spanning equity broking, secured lending, NBFC services, and wealth management. We also manage a proprietary family office portfolio, focusing on long-term value creation across public and private investments. Learn more at www.rashifincorp.com. Role Overview We are looking for a mature, high-caliber professional to join us as Vice President – Family Office & Investment Research. This is a senior role des...

Job Description- Identify and On-board new clients through proactive outreach efforts Develop and maintain strong relationships with existing clients, providing personalized service and support to address their investment needs and objectives. Conduct comprehensive client needs assessments to understand their financial goals, risk tolerance, and investment preferences, and recommend suitable mutual fund products and solutions. Educate customers on the product benefits Conduct periodic portfolio reviews with clients to evaluate their investment goals, risk tolerance, and financial needs. Implement timely portfolio adjustments and rebalancing strategies to optimize portfolio performance and ma...