Chief Financial Strategist

1 day ago

Bareilly, Uttar Pradesh, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,02,50,000
Financial Expertise:

The Investment Counsellor plays a crucial role in delivering bespoke investment and financial planning services to clients. This position involves conducting thorough assessments of clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term objectives.

  • Key Responsibilities:
  • Conduct comprehensive consultations with clients to understand their financial goals, risk tolerance, investment preferences, and time horizons.
  • Develop and maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
  • Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
  • Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
  • Utilize financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.
  • Stay informed about market trends, economic conditions, and investment products to provide up-to-date and relevant advice.
  • Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
  • Ensure all investment recommendations and transactions comply with regulatory requirements and firm policies.
  • Prepare and present regular performance reports and updates to clients, including performance metrics, market insights, and portfolio changes.
  • Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.
  • Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.

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