Expert Financial Planner

4 days ago

Tiruchi, Tamil Nadu, India beBeeInvestment Full time ₹ 16,94,000 - ₹ 25,16,000
Investment Counselor Job OverviewThis is an exciting opportunity for a skilled Investment Counselor to join our team and provide personalized investment and financial planning services to clients.Key Responsibilities:
  • Client Consultation and Relationship Management: Conduct comprehensive consultations with clients, develop and maintain strong relationships, and regularly review and update their investment portfolios.
  • Investment Strategy Development: Develop tailored investment strategies that align with clients' long-term goals and market conditions.
  • Portfolio Management: Oversee the management of clients' investment portfolios, ensuring they remain aligned with their evolving financial goals and market conditions.
  • Compliance and Reporting: Ensure compliance with relevant regulations and maintain accurate records of client interactions and portfolio performance.
  • Client Education and Communication: Provide regular updates and insights to clients on market trends and investment opportunities.
  • Collaboration and Teamwork: Work closely with colleagues to achieve shared goals and objectives.
Required Skills and Qualifications:
  • Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Experience: Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
  • Skills:
    • Strong analytical and problem-solving skills with a deep understanding of financial markets and investment products.
    • Excellent interpersonal and communication skills, with the ability to build and maintain strong client relationships.
    • Proficiency in financial software, portfolio management systems, and Microsoft Office Suite (Excel, PowerPoint, Word).
    • High level of attention to detail and accuracy in financial analysis and reporting.
Personal Attributes:
  • Integrity.
  • Professionalism.
  • A client-centric approach.

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