Wealth Management Advisor Jobs in Mumbai

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

We are looking for Client Relationship Interns.Stipend: INR 15000 - 25000 / monthResponsibilitiesConduct cold and warm outreach viaemail phone and LinkedInto connect with inbound leads and potential clients.Proactively research and identifynew partner/client opportunitieswithin relevant sectors.Assi...

Responsibilities Responsible for client acquisition relationship management and promotion of wealth products to help clients achieve financial goals. The role focuses on expanding client base managing portfolios and ensuring superior client servicing. 1 Acquire new clients and maintain strong...

Company Profile:Morgan Stanley is an industry leader in financial services known for mobilizing capital to help governments corporations institutions and individuals around the world achieve their financial goals.At Morgan Stanley India we support the Firms global businesses with critical presence a...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

Job Description: Develop and manage client investment portfolios. Conduct financial assessments and recommend suitable products. Monitor market trends and adjust strategies accordingly. Build and maintain strong client relationships. Ensure compliance with financial regulations and c...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

SALARY UPTO-8 LPAJob Title: Wealth Manager - MumbaiJob Responsibility *Fundraising Support:* Assist in end-to-end fundraising activities for the primary fund and portfolio (investee) companies including preparing pitch books information memoranda and supporting due diligence processes. *Investor Sou...

Director - Client servicesThe Head of Client Services leads the department that is responsible for partnering with associates in Distribution and Relationship Management to service Institutional and High Net Worth clients investing in the companys products. This job owns short to mid-term (1-3 years...

Positions Open: Financial Advisor/Investment SpecialistKey Responsibilities: investment products (MF FD Bonds & Debenture) to clients (prospective as well as existing) which may be of interest for them or which are on the approved list;2. Assist the client in aligning his or her investments as per h...

Responsibilities Identify prospect onboard new clients (HNI family offices institutional) Pitch and close investment solutions across equity derivatives PMS fixed income AIFs global equities unlisted & private deals Understand client goals risk appetite financial situation; structure tailored portf...

Ecommerce Content Specialist Contract-to-HireLocation: Mumbai-VikhroliExperience: 13 yearsQualification: Any GraduateJob Description:We are looking for a motivated and detail-oriented Ecommerce Content Specialist to manage digital product content across multiple platforms and applications. The role...

DescriptionYou are a strategic thinker passionate about driving solutions in financial have found the right team.As a Financial Planning & Analysis Associate within the Asset & Wealth Management Technology FP&A team you will be primarily responsible for leading and coordinating the budgeting and fo...

DescriptionDevelop and deliver precise efficient operational risk dashboards for the Controls Management group.The Firmwide Control Management team is dedicated to establishing a robust control framework across business lines by swiftly addressing control issues. Collaborating with various control d...

DescriptionBring your expertise to JPMorgan part of Risk Management and Compliance you are at the center of keeping JPMorgan Chase strong and resilient. You help the firm grow its business in a responsible way by anticipating new and emerging risks and using your expert judgement to solve real-worl...

Its fun to work in a company where people truly BELIEVE in what theyre doing!Job Description:Position Summary:Work as liaison between vendors and organization; provides specialized consultative service and implementing driving and maintaining vendor programs marketing and training; review and negoti...

We are looking for candidates who are aspiring to build career in financial advisory industry. We have opening for Investment Specialist (Financial Advisor). Our core product offering is mutual fund FD Govt. Bonds Debenture etc.Company Profile: We are a one-stop financial services shop widely known...

Sound knowledge of markets and various financial products with ability to present Product briefing to National Distributors.Handle sales through National Distributors through regular engagement with the concerned stakeholders in the locationIncreasing market share and broad basing the business in th...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...

About Us:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking securities investment management and wealth management services. The Firms employees serve clients worldwide including corporations governments and individuals from more than 1200 offices...