Wealth Advisor in India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550187 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550189 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550186 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP550188 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP557295 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP561506 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Preferred Gender: FEMALE Job Code: IJP561054 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP562015 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP562906 | Source: Sodexo India

... Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Job Code: IJP556560 | Source: Sodexo India

... Address: 8th Floor Mafatlal Center Nariman Point Mumbai 400021 Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 4 - 5 years Source: Sodexo India | Job Code: IJP568080

Must Have PWD License Address: 8th Floor Mafatlal Center Nariman Point Mumbai 400021 Facility: JULIUS BAER WEALTH ADVISORS - MUM -FM Experience: 2 - 3 years Source: Sodexo India | Job Code: IJP575383

About Groww: We are a passionate group of people focused on making financial services accessible to every Indian through a multi-product platform. Each day, we help millions of customers take charge of their financial journey. Customer obsession is in our DNA. Every product, every design, every algorithm down to the tiniest detail is executed keeping the customers’ needs and convenience in mind. Our people are our greatest strength. Everyone at Groww is driven by ownership, customer-centricity, integrity and the passion to constantly challenge the status quo. Are you as passionate about defying conventions and creating something extraordinary as we are? Let’s chat. Our Vision Every individual deserves the knowledge, tools, and confidence to make informed financial decisions. At Groww, we are making sure every Indian feels empowered to do so through a cutting-edge multi-product platform offering a variety of financial services. Our long-term vision is to become the trusted financial partner for millions of Indians. Our Values Our culture enables us to be what we are — India’s fastest-growing financial services company. It fosters an environment where collaboration, transparency, and open communication take center-stage and hierarchies fade away. There is space for every individual to be themselves and feel motivated to bring their best to the table, as well as craft a promising career for themselves. The values that form our foundation are: Radical customer centricity Ownership-driven culture Keeping everything simple Long-term thinking Complete transparency Summary: This role is designed for seasoned portfolio advisors with deep expertise in multi-asset solutions and HNI-specific needs. You will be responsible for providing sophisticated portfolio construction and advisory, including complex structures like succession, tax optimisation, and multi-entity strategies. Key Responsibilities: Advise on bespoke portfolios inte

DR ASHWANI KUMAR VIJ : have been retained to select : 2 Regional Head / DGM / GM - Wealth Management (Sales and Business Development ) for a growing Financial services and Advisory organisation. Profile Desired : - Marketing a range of financial products and advisory services to potential clients ie mutual funds, Bonds, equity advisory, real estate advisory, structured products. - Would be responsible for building and maintaining a long term business relationship with portfolio of financial clients, private client wealth management and asset allocation planning and wealth distribution and estate planning etc. - Would be required to actively source and prospect for new clients with the assistance of small team of Sales professionals. Qualification Desired : MBA from Premium Institute Experience Desired : 8-12 Years. Age Preferred : Below 35 Years. WFH Option is available Salary : Attractive + Sales Incentives Email Complete / Structured CV, with Scanned copy of Visiting Card, Salary Drawn / Expected details at : DR ASHWANI KUMAR VIJ : President : Sales Recruitment

At Franklin Templeton, we believe success is built through powerful partnerships. As a forward‑thinking asset manager, we build dynamic relationships with clients, understand their goals, and navigate complex markets together. We leverage cutting‑edge strategies and deep insights to unlock opportunities for long‑term wealth creation. Our talented, global teams bring expertise that is both broad and unique. From our welcoming, inclusive, and supportive culture to our globally diverse business, we offer opportunities not only to help you reach your potential, but also to contribute to our clients’ success. About the Department: Performance & Attribution (Eq/Bal) team provides critical portfolio insights that support investment decisions and client reporting. The team collaborates with advisory, risk, investment, compliance, and legal partners to ensure high-quality, compliant outputs. You will work in a collaborative, analytical environment and gain exposure to advanced portfolio analytics and cross-functional stakeholders. How You Will Add Value? Core Responsibilities: You will analyze portfolio performance, attribution, and risk metrics. You will validate data and resolve exceptions. You will create insightful performance commentary. You will identify and fix complex data issues. You will ensure timely report delivery. You will build custom reports and queries. You will review GIPS composite inclusion. Strategic Responsibilities: You will enhance data quality and reporting coverage. You will stre