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Senior Investment Advisor

2 weeks ago

Ahmedabad, Gujarat, India MyRCBI Full time

Join Our Team & Unlock Global Opportunities

We're seeking an experienced Investment Advisor to support our investment immigration business, catering to High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs).

Responsibilities:

- Provide investment guidance and support to HNIs/UHNIs, helping them navigate the investment immigration process

- Develop and maintain strong relationships with clients, understanding their financial and immigration goals and risk tolerance

- Offer investment immigration solutions, ensuring alignment with clients' objectives and immigration goals

- Collaborate with our team to identify new business opportunities and expand our network

- Stay up-to-date on market trends, regulatory changes, and industry developments

Requirements:

- 3-4 years of experience in investment advisory, wealth management, or a related field

- Experience working with HNI/UHNI clients or a strong desire to learn and grow in this space

- Knowledge of investment products, immigration programs, and regulatory frameworks

- Excellent communication, interpersonal, and problem-solving skills

- Professional certifications (e.g., CFA, CFP, CAIA) are a plus

What We Offer:

- Competitive compensation package

- Opportunity to work with a dynamic team and high-profile clients

- Professional growth and development opportunities

- Flexible work arrangements