Financial Portfolio Advisor

1 day ago


ballari, India beBeeInvestment Full time

We are seeking a seasoned professional to excel as an Investment Advisory Executive.The ideal candidate will have experience in relationship building, investment advice, and portfolio management.Key responsibilities include:Establishing and maintaining relationships with affluent clientsGenerating revenue from preferred client portfoliosProviding personalized investment guidance and overseeing overall financial planning for high net worth individualsIdentifying opportunities for new client acquisition within the affluent and super affluent segmentsConducting research and analysis of available investment options and market trendsCollaborating with product and research teams to inform investment decisionsDeveloping and delivering educational seminars, workshops, and business development initiatives



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