Skillventory
PMS advisor
1 month ago
Share this opportunity
Share this opportunity to other talents of your network:
✓ Offer them a visibility boost with clients.
✓ Help your contacts find their next job.
Important information
Contract type:
Permanent
Salary:
₹1,200,000 – ₹1,800,000 / year
Location:
Mumbai, Maharashtra, India
Work mode:
Onsite
Published on:
16 September 2026
What they need
Portfolio Management Services (PMS) cater to high-net-worth investors by providing professional, tailor-made investment solutions designed around individual investment goals.Role & responsibilities
Roles & Responsibilities of the Investment Advisor
- Wealth Creation: Build customized portfolios aligned with the clients risk appetite and market conditions.
- Client Engagement: Serve as the direct link between client expectations and organizational capabilities by conducting regular meetings and investment calls.
- Advisory & Service: Solve investment queries, present stock proposals, and regularly review portfolio health.
Other offers great for you!
These companies are also looking for great profiles
Anderson RH
Ingénieur(e) Études – Applications Paiements & Services - Banque en ligne
Permanent contract
Paris, France
Hybrid
Skills
1 day ago
Quick apply
Bloomays
RPO freelance - 3j/semaine - Paris
Freelance
Paris, France
Onsite
Top Recruiter
Skills
20 hours ago
Quick apply
Confidentiel
Assistant Administratif Formation (freelance, confidentielle)
Freelance
Paris, France
Onsite, Hybrid
Skills
3 hours ago
Quick apply