Financial Planning Specialist

3 days ago

Rajkot, Gujarat, India beBeeInvestmentCounsellor Full time ₹ 1,20,00,000 - ₹ 1,80,00,000
Job Description

The role of an Investment Counsellor involves delivering personalized investment and financial planning services to clients.

  • Client Consultation and Relationship Management:
    • Conduct comprehensive consultations with clients to understand their financial objectives, risk tolerance, investment preferences, and time horizons.
    • Maintain strong relationships with clients 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.
  • Investment Strategy Development:
    • Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
    • Analyse investment opportunities and recommend appropriate investment products using financial modelling and forecasting tools.
    • Stay informed about market trends, economic conditions, and investment products to provide up-to-date and relevant advice.
  • Portfolio Management:
    • Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
  • 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.
  • 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.
  • Collaboration and Teamwork:
    • Work closely with other financial professionals 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.

Required Skills and Qualifications

Education: Bachelor's degree in Finance, Economics, Business Administration, or a related field. A Master's degree or professional certification (e.g., CFA, CFP) is preferred.

Experience: Minimum of 3-5 years of experience in investment management, financial planning, or a related field.

Skills: 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). High level of attention to detail and accuracy in financial analysis and reporting.

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