
Finance Advisor 13/09/2025
2 days ago
Description
We are seeking a Finance Advisor to provide expert financial guidance to clients in India. The ideal candidate will have a strong understanding of financial markets, investment strategies, and risk management.
Responsibilities
- Provide financial advice and strategies to clients based on their financial goals.
- Analyze financial data and market trends to inform decision-making.
- Assist clients in managing their investments and portfolios.
- Prepare detailed financial reports and presentations for clients.
- Conduct risk assessments and recommend risk management strategies.
- Stay updated on regulatory changes and industry trends affecting clients financial plans.
- Build and maintain strong relationships with clients, understanding their needs and concerns.
Skills and Qualifications
- Bachelor's degree in Finance, Accounting, Economics, or a related field.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Proficiency in financial modeling and analysis tools.
- Knowledge of investment strategies and financial products.
- Ability to work independently and as part of a team.
- Certification such as CFA, CFP, or equivalent is a plus.
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