Financial Advisor

2 days ago


Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 18,00,000 - ₹ 2,02,50,000

We're seeking an experienced investment advisor to help high-net-worth individuals achieve their financial goals. Our ideal candidate will have a deep understanding of mutual funds and be able to provide expert guidance on portfolio management.

The successful candidate will be responsible for reviewing client portfolios, providing personalized investment recommendations, and communicating effectively with clients to understand their financial needs and objectives.

In addition to excellent communication skills, the ideal candidate will have a strong knowledge of financial products, including mutual funds, and be proficient in MS-Excel. They will also have a proven track record of building strong relationships with clients and identifying opportunities for growth.

  • Review client portfolios and provide expert investment advice
  • Develop and implement customized investment strategies for high-net-worth clients
  • Maintain accurate records of client interactions and portfolio performance

We offer a competitive compensation package, comprehensive training, and opportunities for professional growth and development.



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