Investment Advisor Jobs in India
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Investment Advisor • India
Last updated: 23 hours ago
Arena Investors, LP (“Arena”) is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-or...Show moreLast updated: 30+ days ago
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Investment Counsellor
Nuvama PrivateDelhi, India, India Minimum of 5yrs of experience advising UHNI Clients in Private Wealth units of Banks / NBFCs / EAMs / Wealth outfits.Providing personalized financial advice and guidance to clients based on their indi...Show moreLast updated: 26 days ago
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Investment Manager
Group SuryaIndia Lead efforts to raise equity capital from venture capitalists, private equity firms, institutional investors, and HNIs.Prepare compelling investment pitch decks, company profiles, and financial pre...Show moreLast updated: 18 days ago
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Investment Analyst
Fibonacci XIndia We believe that financial outperformance can be achieved by studying the “micro” and gaining superior insights about outlook for the “business fundamentals”.
We help early-stage founders in executin...Show moreLast updated: 26 days ago
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Investment Analyst
12 FlagsIndia Flags is seeking candidates for Analyst position to join our investment team consisting of seasoned professionals from diverse backgrounds ( We are looking for curious and switched-on individuals w...Show moreLast updated: 30+ days ago
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Investment Advisor
HDFC securitiesBengaluru, Karnataka, India The Investment Advisor will collaborate with Relationship Managers to deliver expert investment guidance and enhance the Investment Advisory proposition.
Identify clients' investment needs through b...Show moreLast updated: 26 days ago
Investment Analyst
Arena Investors I Quaestor AdvisorsBengaluru, KA, INQuick Apply
Senior Investment Strategist
sharonbennieAU For over 20 years, this business has been a trusted leader in the real estate investment market, earning the respect of clients and industry professionals alike.
As they continue to expand, they are...Show moreLast updated: 30+ days ago
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EY - Policy Advisor - Investment Promotion
EYBhopal, India Note : Educational qualifications mentioned below are non-negotiable as per client requirements.Position : Policy Advisor - Number of Positions : 1 ...Show moreLast updated: 5 days ago
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Investment Associate - Alternative Investment Fund
Millingtonia CapitalGujarat, India Investment are seeking an Investment Analyst for an established Category III investment fund in GIFT City near Ahmedabad.
The fund was started in 2022 by two long time Wall Street investment profes...Show moreLast updated: 14 days ago
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Investment Analyst
Highbrow Technology IncIndia Job Role : Investment Analyst for Workflow Annotation Specialist.Project Type : Contract-based / Freelance / Part-time – 1 Month.
Job Overview : We are seeking domain experts to participate in a.The r...Show moreLast updated: 3 days ago
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Investment Associate
Acuity Knowledge PartnersGurugram, Haryana, India We are currently looking for dedicated and motivated individuals who have strong leadership, organizational and teamwork skills for its Investment Banking team based in Gurgaon.Supporting our clien...Show moreLast updated: 3 days ago
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Entrepreneur in Residence / Strategic Advisor
AchievateBengaluru, Karnataka, India A Platform To Connect Innovation With Smart Capital.We are a boutique strategic and investment advisory firm that partners with startups on growth strategy, capital raising, and investor engagement...Show moreLast updated: 23 hours ago
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Trainee Investment Analyst
Investment Banking JobsGurugram, Haryana, India Job Title : Trainee Investment Analyst.Relocation : Structured Relocation to the United Kingdom (Comprehensive Support Provided).
Experience Required : None – Fresh Graduates Welcome.Launch Your Global...Show moreLast updated: 19 days ago
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Senior Investment Analyst
EnvestnetThiruvananthapuram, Kerala, India Thiruvananthapuram, Kerala / Hybrid.PMC Research performs the research and due diligence of mutual funds and separately managed accounts (SMA) in Envestnet’s platform.
The team is highly experienced a...Show moreLast updated: 19 days ago
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AGM INVESTMENT
NK RealtorsIndia NK Realtors, is one of the largest vertically integrated real estate service provider in India since the last 40 years.Headquartered in Kolkata , the company is well known for its deep employee cen...Show moreLast updated: 30+ days ago
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Investment Operations
Resolute CorpIndia Job Summary : We are looking for an experienced.The ideal candidate will handle and / or manage a team handling all administrative aspects of investment operations including documentation, KYC, docume...Show moreLast updated: 18 days ago
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Investment Analyst
Zetheta Algorithms Private LimitedKochi, IN ZeTheta Algorithms Private Limited is a FinTech start-up which has been recently set up and is developing innovative AI tools.
We are seeking a talented and motivated student intern for Investment A...Show moreLast updated: 10 days ago
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Investment Manager
WeaverIndia Audit Manager, Senior Associates & Associates – Investment Fund Audit.Work Location - Bangalore & Chennai, Tamil Nadu, India (Hybrid) Position Profile Weaver is looking for an experienced and motiv...Show moreLast updated: 9 days ago
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Investment Manager
Nuvama WealthIndia JOB DESCRIPTION Position Title Investment Manager.About Nuvama Nuvama Wealth Management (formerly Edelweiss Wealth Management) is one of India’s leading wealth and asset management firms with Asset...Show moreLast updated: 3 days ago
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Investment Analyst
TradeshalaIndia Investment Analyst Intern – Capital Markets.Location : Remote / Hybrid (Bangalore preferred) Organization : Tradeshala Stipend : Up to ₹30,000 per month Duration : 2 Months Opportunity : Pre-Placement O...Show moreLast updated: 9 days ago
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Investment Counsellor
Nuvama PrivateDelhi, India, India26 days ago
Job descriptionUnderstanding of broader economy - global and local, knowledge of capital markets and various asset classes Experience in investment management / investment advisory / product management
Minimum of 5yrs of experience advising UHNI Clients in Private Wealth units of Banks / NBFCs / EAMs / Wealth outfits.
Responsibilities :
- Providing personalized financial advice and guidance to clients based on their individual financial circumstances and goals.
- Reviewing clients' current financial positions, existing investments, income sources, expenses, and any other relevant financial data.
- Monitoring portfolio performance, rebalancing asset allocations as needed, and making adjusting based on changes in market conditions or clients' financial circumstances.
- Assessing and managing investment risks is crucial. Investment counselors help clients understand the risks associated with different investments and implement strategies to mitigate these risks according to clients' risk tolerance levels.
- Staying informed about financial markets, economic trends, and investment opportunities. Conduct research and analysis to identify potential investment opportunities that align with clients' objectives.
- Adhering to regulatory guidelines and ethical standards is essential. Ensuring that recommendations and actions comply with relevant regulations and industry standards
- Building and maintaining strong relationships with clients, provide ongoing support, address concerns, and communicate regularly to keep clients informed about their investments' performance and any necessary adjustments.
Client segment : UHNI clients with Financial Assets of INR 25 Cr & above
Functional Competencies :
Educational Qualification :
MBA / CA / CFA / CFWA