11 Wealth Advisor Jobs

Key Responsibilities Monitor global and domestic equity markets, trends, and economic developments and update the clients accordingly. Recommend equity investment strategies sourced from our research desk, aligned with clients risk profiles, objectives, and time horizons. Conduct timely meetings either in person or through virtual channel to provide market outlooks, investment ideas, and thematic reports for clients as procured from our research team. Communicate regularly with clients to provide updates, performance reviews, and strategic advice. Collaborate with research analyst and relationship managers to deliver holistic portfolio advisory solutions. Maintain strong relationships with c...

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clie...

Head Offshore Investments Location: Mumbai Business Unit: International Banking Group Role Type: Managerial Job Description Lead the development and management of international investment products (mutual funds, bonds, structured products, REIT/INVITS, alternates and more). • Ensure regulatory compliance with RBI, SEBI, and international authorities like CBB, DFSA, MAS, etc. • Collaborate with stakeholders (Wealth Advisors, Marketing, Compliance, IT) and external partners (AMCs, custodians). • Drive customer-focused enhancements and enable the sales force with training, analytics, and tools. • Monitor and report on product performance, profitability, and customer uptake. Experience Bachelor’...

As a Financial Relationship Manager at IMMPL Wealth Management, you will be responsible for accurately analyzing the financial needs of both new and existing clients. Your role will involve handling sales administration tasks such as pricing, query resolution, internal documentation, and fostering strong relationships with the operations team to ensure the seamless management of client accounts. Your key responsibilities will include identifying client needs and offering appropriate financial planning assistance and asset allocation in collaboration with our Research & Financial Planner team. It will be essential for you to expand existing client relationships, enhance client satisfaction, r...

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet ...

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet ...

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet ...

What are we looking for Quick Turtle is seeking a driven and knowledgeable Sr. Relationship Manager (RM) or Relationship Manager (RM) for Investment Products. This role is focused on catering to the sophisticated investment needs of mass affluent clients, providing tailored wealth advice, and achieving significant asset under management (AUM) and investor acquisition targets. Key Responsibilities: Cater to the investment needs of mass affluent clients by recommending products such as Mutual Funds (MF), Portfolio Management Services (PMS), Alternate Investment Funds (AIF), Private Equity (PE), Structured Products (SP), Unlisted Shares, Bonds, Direct Equity, and Equity Advisory Products. Meet ...

Role and Responsibilities: - Collaborate with the advisory team to create personalized financial plans tailored to clients covering investment, retirement, estate, and tax planning, while ensuring coherence with each client's risk profile. - Conduct thorough analysis of clients' financial situations, covering income, expenses, assets, liabilities, and investment portfolios. - Take joint responsibility with the Principal Wealth Advisor for managing client relationships, deeply understanding their financial needs, and providing holistic solutions. - Implement action plans in coherence with the financial plan of the clients to achieve financial objectives. - Offer continuous support to the clie...

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded l...

Role & responsibilities • Plan the days work with emphasis on leads to be contacted basis the importance of the sales funnel and size • Identify fitment of sales products matching the clients investing goals • Interact with potential customers with the emphasis on high quality lead conversions. • Proactively follow up leads assigned by Sales Head and report the progress with mitigation plan on how to achieve the results as well. • Work closely with the Sales Head to achieve sales objectives. • Contribute to the team performance by sharing and implementing Best Practice Ideas. • Disseminate the learnings/ good practices across team(s) so that the knowledge sharing is encouraged and rewarded l...