Senior Financial Strategist

23 hours ago

Allahabad, Uttar Pradesh, India beBeeInvestment Full time ₹ 15,00,000 - ₹ 20,00,000

As a seasoned Investment Counsellor, you will play a pivotal role in providing bespoke investment and financial planning services to clients.

This position involves conducting comprehensive consultations with clients to understand their unique financial needs and develop tailored investment strategies that align with their long-term goals.

Key Responsibilities:
  • Client Consultation and Relationship Management: Foster strong relationships with clients by conducting thorough consultations to comprehend their financial objectives, risk tolerance, investment preferences, and time horizons.
  • Investment Strategy Development: Create customized investment plans based on clients' profiles, incorporating market analysis and forecasting tools to recommend suitable investment products.
  • Portfolio Management: Oversee clients' portfolios, ensuring optimal performance through regular monitoring, rebalancing, and adjustments as necessary.
  • Compliance and Reporting: Ensure all investment recommendations and transactions comply with regulatory requirements and firm policies, maintaining transparency and accountability.
  • Client Education and Communication: Educate clients on investment concepts, market trends, and financial planning strategies to empower informed decision-making.
Qualifications:
  • Education: A bachelor's degree in Finance, Economics, or Business Administration is preferred, along with relevant certifications (e.g., CFA, CFP).
  • Experience: Minimum of 3-5 years of experience in investment management, financial planning, or a related field.
  • Skills:
    • Strong analytical and problem-solving skills, coupled with a deep understanding of financial markets and investment products.
    • Excellent interpersonal and communication skills, enabling the development and maintenance of strong client relationships.
    • Proficiency in financial software, portfolio management systems, and Microsoft Office Suite (Excel, PowerPoint, Word).
  • Personal Attributes: Integrity, professionalism, and a client-centric approach are essential for success in this role.

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