52 Investment Advisor Jobs in Bangalore - page 2
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Paraplanner AU Valenta Bpo Solutions - Bengaluru various super, pension, investment and insurance related laws and terminologies. Preparation of high quality Statement of advice documents containing the recommendations of the advisor and the details Not disclosed INR 13 days ago
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Financial planner cum Investment Advisor Bengaluru / Bangalore, India You need to work with individuals & and families, help them understand their financial circumstances and to reach their short-term and long-term financial objectives. Your responsibilities will be as follows... Not Mentioned 9 days ago
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Wealth Manager Bengaluru / Bangalore, India to date on market trends, economic indicators, and investment products to provide informed recommendations. Collaborate with internal teams, such as tax advisors and estate planners, to ensure holistic Not Mentioned More than 30 days ago
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Senior Investment Manager Bengaluru / Bangalore, India representatives and investment advisors. ⢠Set clear sales targets and Key Performance Indicators (KPIs) and monitor the team's performance. ⢠Provide coaching and guidance to enhance the team's sales skills Not Mentioned More than 30 days ago
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Wealth Relationship Manager Bengaluru / Bangalore, India performance, asset allocation, and risk exposure, and providing proactive recommendations for adjustments as necessary. Collaborate closely with internal teams, including investment advisors, tax specialists Not Mentioned 11 days ago
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Paraplanner - AU Bengaluru / Bangalore, India containing the recommendations of the advisor and the details of the client for presenting to the clients. · Preparation of cash, super, pension and investment projections. · Prepare various Super, insurance Not Mentioned More than 30 days ago
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Lead Securites Operations Representative - Deferred Annuity, Liquidations, Pension Retirement Bengaluru / Bangalore, India to escalate any discrepancies/issues to the supervisors in a timely fashion. Very good understanding of market participants like custodian, Agents, brokers, Investment Managers/ Fund Advisors etc. Leads Not Mentioned 7 days ago
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Portfolio Analyst - Investment Banking Bengaluru / Bangalore, India . Strong understanding of investments and communication skills to potentially communicate knowledge confidently with Advisors. Prepare and effectively present quantitative solution/ analysis to senior Not Mentioned 10 days ago
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Senior Full Stack Developer - Assistant Vice President 2 - State Street Global Advisors Bengaluru / Bangalore, India Company profile State Street Global Advisors (SSGA) is the investment management division of State Street Corporation and world's fourth largest asset manager with nearly $4.14 trillion in assets Not Mentioned 4 days ago
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Asset Management - Contract Specialist - Associate Bengaluru / Bangalore, India which consists of a Client Advisor, Client Account Manager, Portfolio Manager and Investment Specialist. As an Associate in Client Services team, you will act as a central point of contact for Client Not Mentioned More than 30 days ago
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