5 Investment Advice Jobs

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 goals and risk tolerance will also be a key part of your role. Market research and analysis to spot investment opportunities and risks, staying abreast of the latest market trends, and keeping clients regularly updated will be vital aspects of your job. You will also be expected to generate new business by identifying and pursuing potential clients and business opportunities, while maintaining a comprehensive understanding of our company's products and services and effectively communicating them to clients. Collaboration with other departments like research, compliance, and operations will be necessary to guarantee that clients receive top-notch and compliant services. Meeting or surpassing sales targets and KPIs will also be part of your objectives. To qualify for this role, you should have at least 5 years of experience as a Wealth Manager in the stockbroking industry and a proven track record of building and retaining a client base while achieving sales targets. A strong grasp of financial markets, investment products, and portfolio management strategies is essential, along with excellent communication and interpersonal skills. Furthermore, you should be able to work autonomously, juggle multiple priorities and deadlines, and possess strong analytical and problem-solving skills to address complex investment issues. A familiarity with relevant regulations and compliance requirements is crucial, and a Bachelor's degree in finance, business, or a related field is required, while an advanced degree or professional certification such as CFA is preferred.,

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 Manager (CWM), Certified Financial Planner (CFP), AMFI Mutual Funds certification, or NISM Dealer Module would be advantageous. Your primary responsibilities will include managing and growing a portfolio of High Net Worth Individual (HNI) clients by offering expert investment advice, wealth planning, and personalized financial solutions. You will be required to build and maintain strong relationships with clients, provide advice on various investment products, conduct regular portfolio reviews and risk assessments, onboard new clients, offer customized investment solutions, and stay updated on market trends and regulatory changes. In summary, as a Relationship Manager - Wealth, you will play a crucial role in client acquisition and retention through the delivery of tailored financial solutions and investment advice to HNI clients.,

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 & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

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 requirements, you will create tailored wealth management plans. You will offer investment guidance based on market trends and client needs, covering a range of financial products such as stocks, bonds, funds, and more. It will be essential to regularly review and adjust investment portfolios to align with clients" financial goals. In addition to investment strategy development, you will be tasked with crafting comprehensive financial plans encompassing retirement planning, tax strategies, estate planning, and more. Monitoring clients" financial progress and providing ongoing advice will also be part of your role. Assessing clients" risk tolerance levels and devising appropriate risk management strategies will be crucial, along with recommending suitable insurance products to safeguard clients" wealth security. Customer relationship management is a key aspect of this role, involving building and nurturing long-term relationships with clients through exceptional service. You will need to maintain regular communication with clients to update them on their financial status and market trends. Staying informed about financial market changes, industry trends, and economic dynamics will be essential. Continuous participation in professional training and industry conferences is encouraged to keep abreast of the latest financial products and services. Ensuring compliance with relevant laws, regulations, and industry standards in all financial advice and transactions is paramount. You will be responsible for preparing and submitting necessary financial reports and documents to uphold compliance. Business development will also be a part of your role, involving prospecting potential clients, promoting wealth management services, and driving business growth through networking and referrals. To qualify for this position, you should hold a Bachelor's or Master's degree in Finance, Economics, Business Management, or related fields. With over 3 years of experience in wealth management, investment advisory, or related fields, including experience in serving high net worth clients, you will be well-suited for this role. Your skill set should include a deep understanding of investment products, wealth management, and risk management best practices. Strong communication, analytical, time management, and organizational skills are essential for effectively managing multiple client accounts simultaneously and delivering quality service.,

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 be crucial for this role. This is a full-time position with benefits including provided food. The work schedule is in the morning shift. A Master's degree is preferred for this role, with an MBA in Finance certification also being preferred.,