Investment Advisor

3 weeks ago

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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