Portfolio Advisor

6 months ago

Delhi Delhi, India Serving Skill Full time

Key Responsibilities:
Client Assessment:

- Conduct comprehensive assessments of clients' financial situations, including their investment goals, risk tolerance, time horizon, and liquidity needs.

Investment Planning:

- Develop customized investment plans and asset allocation strategies aligned with clients' objectives, incorporating a diverse range of investment vehicles such as stocks, bonds, mutual funds, ETFs, and alternative investments.

Portfolio Management:

- Oversee the implementation and ongoing management of clients' investment portfolios, making strategic adjustments as needed to optimize performance and mitigate risks.

Market Analysis:

- Monitor global financial markets, economic indicators, and geopolitical events to identify investment opportunities and risks, providing timely insights and recommendations to clients.

Financial Research:

- Conduct in-depth analysis of investment products, asset classes, and market trends to support informed decision-making and enhance portfolio returns.

Risk Management:

- Assess and manage investment risks by diversifying portfolios, employing hedging strategies, and incorporating risk management techniques tailored to clients' risk profiles and objectives.

Client Communication:

- Communicate regularly with clients to provide updates on portfolio performance, discuss investment strategy adjustments, and address any questions or concerns they may have.

Regulatory Compliance:

- Bachelor's degree in Finance, Economics, Business Administration, or related field (preferred).
- Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).
- Proven experience in investment advisory or wealth management, with a track record of success in managing client portfolios.
- Deep understanding of financial markets, investment products, asset allocation strategies, and portfolio construction techniques.
- Excellent interpersonal skills, with the ability to communicate complex financial concepts clearly and effectively to clients.
- Strong analytical skills, attention to detail, and proficiency in financial modeling and analysis.
- Commitment to continuous learning and professional development in the field of investment management and financial planning.

Pay: ₹40,000.00 - ₹50,000.00 per month

**Experience**:

- total work: 1 year (preferred)

Work Location: In person

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