Portfolio Strategist

2 days ago


Nagpur, Maharashtra, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 25,00,000
Job Title

Investment Counsellor plays a crucial role in providing personalized investment and financial planning services to clients.

This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term goals.

The Investment Counsellor must have a strong understanding of financial markets, investment products, and client relationship management.

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.
Skills and Qualifications
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification (e.g., CFA, CFP) preferred.
  • Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
  • 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).


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