Strategic Financial Advisor

3 days ago

Ajmer, Rajasthan, India beBeeInvestment Full time ₹ 90,00,000 - ₹ 1,80,00,000

As a Strategic Financial Advisor, you will play a pivotal role in delivering tailored investment and wealth management solutions to clients. This involves assessing clients' financial needs, developing bespoke investment strategies, and ensuring that their portfolios align with their long-term objectives.

This position encompasses a range of responsibilities, including client consultations, relationship management, investment strategy development, portfolio management, and compliance reporting.

The ideal candidate will possess a deep understanding of financial markets, investment products, and client relationship management.

  • Key Responsibilities:

  • 1. Client Consultation and Relationship Management:

      - 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.

  • 2. Investment Strategy Development:

      - 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.

  • 3. Portfolio Management:

      - Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.

  • 4. Compliance and Reporting:

      - 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.

      - Maintain accurate and detailed records of client interactions, transactions, and portfolio changes.

  • 5. Client Education and Communication:

      - 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.

      - Organize and lead client seminars, workshops, and informational sessions on relevant investment topics.

  • 6. Collaboration and Teamwork:

      - Work closely with other financial professionals, such as financial planners, tax advisors, and estate planners, to provide comprehensive wealth management solutions.

      - Participate in team meetings and contribute to the development of investment strategies and best practices.

      - Assist in mentoring and training junior staff or new team members as needed.

The successful candidate will have a Bachelor's degree in Finance, Economics, Business Administration, or a related field, along with minimum 3-5 years of experience in investment management, financial planning, or a related field. Key skills include strong analytical and problem-solving skills, excellent interpersonal and communication skills, proficiency in financial software, and a high level of attention to detail and accuracy in financial analysis and reporting.

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