We are looking for a knowledgeable and client-focused investment advisor to provide strategic financial guidance and investment solutions to clients. The role involves understanding client goals, risk appetite, and financial situations to recommend suitable investment products and strategies.
Key Responsibilities
- Assess clients financial needs, goals, and risk tolerance
- Provide personalized investment advice across asset classes (equity, debt, mutual funds, etc.)
- Build and manage long-term client relationships
- Monitor portfolio performance and recommend adjustments
- Stay updated on market trends, economic developments, and regulatory changes
- Ensure compliance with regulatory guidelines and internal policies
- Acquire new clients through networking, referrals, and outreach
- Collaborate with internal teams for product structuring and execution
Required Qualifications
- Master's degree in Finance, Economics, Business, or related field
- Relevant certifications preferred (e.g., CFA, CFP, NISM certifications)
- Proven experience in financial advisory / wealth management
- Strong understanding of financial markets and investment products
- Excellent communication and interpersonal skills
- Analytical mindset with attention to detail
Preferred Skills
- Client acquisition and relationship management
- Portfolio construction and asset allocation
- Financial planning and goal-based investing
- Sales and negotiation skills
- Proficiency in financial tools and CRM software
Key Performance Indicators (KPIs)
- Assets Under Management (AUM) growth
- Client acquisition and retention rates
- Portfolio performance vs benchmarks
- Revenue generation
- Client satisfaction scores
Skills: unlisted shares,investment,client-focused,sales
