Senior Wealth Advisor

Company Overview:Pak Qatar Investment Management is a leading investment firm that provides a wide range of financial services to its clients.We are seeking a highly skilled and experienced Senior Wealth Advisor to join our team.

Job Description">We are seeking a highly skilled and experienced Wealth Management Advisor to join our team. In this role, you will work closely with clients to understand their financial objectives, risk tolerance, income, expenses, and assets.">You will assess customers' needs and provide assistance and information on product features, offering strategic...

About Lumida WealthWe are a digitally native, independent investment advisor specializing in alternative investments.Lumida Wealth seeks to redefine wealth management by combining investment excellence with the best of trust and estate in a digitally native format.Job DescriptionThe Brand & Social Media Lead will be responsible for building and amplifying...

About Lumida Wealth:We are a digitally native, independent investment advisor specializing in alternative investments.Lumida is recognized in industry media and trusted for our non-consensus insights.At Lumida Wealth, we want to redefine wealth management. We combine investment excellence with the best of trust and estate in a digitally native format.Job...

Get AI-powered advice on this job and more exclusive features.Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience....

Business Operations Leader / Chief of StaffLumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by...

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our...

Lumida Wealth is a digitally native, independent investment advisor specialising in alternative investments. We're on a mission to redefine wealth management—bringing together investment excellence, innovative thinking, and the best of trust and estate planning in a seamless digital experience. Recognized by industry media and trusted for our...

About Us:We're a cutting-edge fintech company dedicated to transforming the wealth management industry.Lumida Wealth offers a unique opportunity to be part of a dynamic team that values innovation, collaboration, and continuous learning.Growth Marketing Lead Role:This mid-senior level position involves driving business growth through data-driven marketing...

Company OverviewLumida Wealth is a rapidly growing startup based in New York City, specializing in cutting-edge financial technology solutions.We're seeking a skilled Senior Data Scientist and leader to join our team and contribute to our mission of delivering innovative financial products.Job DescriptionThis role will focus on developing and implementing...