Investment Advisor

2 days ago

Delhi, India Green HR Solutions Full time
Hiring for MNC,
We are seeking a knowledgeable and client-focused Investment Advisor to provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with excellent relationship-building and advisory skills.
- Build and maintain strong, long-term relationships with clients.
- Conduct financial assessments to understand client objectives, risk tolerance, and investment preferences.
- Provide personalized investment advice aligned with clients’ financial goals.
- Develop and recommend customized investment strategies.
- Manage and monitor client portfolios to ensure performance and risk alignment.
- Rebalance portfolios and make adjustments based on market trends and client needs.
- Stay updated on financial markets, economic developments, and investment products.
- Conduct research and analysis to identify market opportunities.
- Share insights and recommendations with clients in a clear and actionable manner.
- Ensure compliance with industry regulations, legal requirements, and company policies.
- Maintain proper documentation of client interactions, recommendations, and transactions.
- Promote ethical practices and uphold fiduciary responsibility.
- Work with internal teams to deliver comprehensive financial planning solutions.
- Identify opportunities to cross-sell financial products and services.
- Participate in networking, seminars, and events to expand client base.

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