Expert Financial Strategist

3 days ago

Bengaluru, Karnataka, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 1,00,00,000

As a financial strategist, you will play a pivotal role in providing personalized investment and financial planning services to clients.

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

Qualifications:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification 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.

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