Investment Advisor Job at Barclays (Mumbai)

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role. This p...

Location

United States , Brooklyn

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Wealth Relationship Advisor SAFE Act is a seasoned professional role requiri...

Location

United States , Greenburgh

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure that KYC/AML and other compliance norms are strictly adhered to
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

medical, dental & vision coverage
401(k)
life, accident & disability insurance
wellness programs
paid time off packages including vacation, sick leave, and paid holidays

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Paramus

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
Group 1 Insurance License.

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to Small Business Partners, Home Lending Officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all Regulatory and Compliance operating procedures
ensure strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays.

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor will offer comprehensive financial and investment advi...

Location

United States , Staten Island

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience serving in a financial advisory capacity
experience in a proactive, successful sales and service role in the financial services industry
strong analytical and financial skills
strong verbal and written communication skills
organized with strong attention to detail
knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
basic understanding of investment and financial planning strategies preferred
must be a self-starter, problem solver and a goal-oriented team player able to work without direction
securities Industry Essentials – SIE, Active Series 7, 66 (or 63 and 65) licenses
group 1 Insurance License

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
deepen relationships with existing clients in Citi Personal Wealth Management and Retail bank through the use of financial planning and excellent discovery and profiling skills
respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
make securities recommendations and provide investment advice to clients through a select number of solutions using firm models and research
master referral opportunities to grow portfolio
refer opportunities to segment partners where appropriate (including, but not limited to small business partners, home lending officer, etc.)
acquire new clients through converting referral leads
manage client follow-up and adhere to all regulatory and compliance operating procedures
ensure strict adherence to KYC/AML and other compliance norms
partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
life, accident, and disability insurance
wellness programs
paid time off, including planned time off (vacation), unplanned time off (sick leave), and paid holidays

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

1-3 years (or more) of relevant experience in wealth management or a related field, serving high-net worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Strategic Wealth Management: Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Relationship Management: Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs. Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Business Development: Identify and pursue new business opportunities within the high-net-worth segment. Leverage existing networks and referrals to expand the client base
Collaboration: Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Market Analysis: Stay abreast of market trends, economic developments, and investment opportunities. Provide clients with informed perspectives and recommendations
Client Events: Organize and host client events to foster relationships and provide valuable market insights
Compliance, Risk & Controls: Ensure that KYC/AML and other compliance norms are strictly adhered to

What we offer

Equal opportunity employer
Compliance with applicable laws, rules, and regulations

Fulltime

Financial Advisor

The primary responsibility of the Financial Advisor is to enhance the quality an...

Location

United States , Minneapolis

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Series 7 and 66 securities licenses and life/health insurance license
Bachelor’s degree
5-6 years of experience in the financial services industry is preferred but is not required
CFP® designation preferred but not required
Highly proficient in MS Office
experience with any financial industry software a plus
Excellent communication, organizational and interpersonal skills (integrity, humility, respect, empathy, and a healthy sense of humor)
Ability to work independently but also be a proactive contributing team member
Strong attention to detail and ability to follow through on projects effectively

Job Responsibility

Execute trades on a discretionary basis through institutional platforms
Provide backup trading support as required
Initiate money movements based on client requests and trade requirements
Conduct financial reviews with clients through virtual, phone, or in-person meetings
Address client investment and market-related questions while staying aligned with internal investment philosophies and strategies
Prepare performance reports for annual client review meetings
Suggest new ideas or process improvements to enhance team operations
Learn business processes and compliance systems, providing backup support as necessary
Maintain clean trading compliance and ensure workflow documentation meets regulatory and compliance standards

What we offer

Medical insurance
Vision insurance
Dental insurance
Life insurance
Disability insurance
Eligibility to enroll in company 401(k) plan

Fulltime

Investor Advisor

RFP Homes is looking for an Investor Advisor to guide real estate investors thro...

Location

United States , Dallas

Salary:

70000.00 - 160000.00 USD / Year

RFP Homes

Expiration Date

Until further notice

Requirements

Experience in a general sales, real estate, or client relationship management role
real estate brokerage, property management, or investment property experience a plus
Ownership or strong interest in pursuing ownership of real estate investment properties
Salesforce or comparable CRM software experience (preferred)
Driven and confident with strong desire to succeed and hit high assignment targets
Positive attitude, accountability, and ability to thrive with a commission-oriented compensation structure
Active Texas real estate license (or willingness to obtain one)

Job Responsibility

Convert prospected and inbound leads into live deals and maintain relationship throughout the property acquisition process
maintaining contact with investors by answering questions, providing market insights, and ensuring a quality experience
Convert successful investors (completed assignments) into repeat-business, long-term investment relationships
Daily updating and input in Salesforce CRM, logging all contacts and presented deals, maintaining up-to-date information to assist with management decision-making and inventory allocation
Develop robust understanding of RFP Homes' property inventory, market conditions, and investment strategies to competently and confidently communicate to potential investors and represent the company with professionalism, knowledge and integrity

Fulltime

Investor Advisor

RFP Homes is looking for an Investor Advisor to guide real estate investors thro...

Location

United States , Fort Worth

Salary:

70000.00 - 160000.00 USD / Year

RFP Homes

Expiration Date

Until further notice

Requirements

Experience in a general sales, real estate, or client relationship management role
real estate brokerage, property management, or investment property experience a plus
Ownership or strong interest in pursuing ownership of real estate investment properties
Salesforce or comparable CRM software experience (preferred)
Driven and confident with strong desire to succeed and hit high assignment targets
Positive attitude, accountability, and ability to thrive with a commission-oriented compensation structure
Active Texas real estate license (or willingness to obtain one)

Job Responsibility

Convert prospected and inbound leads into live deals and maintain relationship throughout the property acquisition process
maintaining contact with investors by answering questions, providing market insights, and ensuring a quality experience
Convert successful investors (completed assignments) into repeat-business, long-term investment relationships
Daily updating and input in Salesforce CRM, logging all contacts and presented deals, maintaining up-to-date information to assist with management decision-making and inventory allocation
Develop robust understanding of RFP Homes' property inventory, market conditions, and investment strategies to competently and confidently communicate to potential investors and represent the company with professionalism, knowledge and integrity

Fulltime

Investment Advisor

Barclays

Location:
India , Mumbai

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
January 16, 2026

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Job Posted:
January 16, 2026