Senior Investment Consultant

4 days ago

Bhavnagar, Gujarat, India beBeeInvestment Full time ₹ 60,00,000 - ₹ 80,00,000
Financial Advisor Opportunity

The role of a financial advisor is pivotal in providing bespoke investment and financial planning services to clients. This position involves assessing clients' financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term objectives.

Key Responsibilities include:

  • Conducting comprehensive consultations with clients to understand their financial goals, risk tolerance, investment preferences, and time horizons.
  • Developing and maintaining strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
  • Regularly reviewing and updating clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
  • Creating customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
  • Utilizing financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.
  • Overseeing clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
  • Ensuring all investment recommendations and transactions comply with regulatory requirements and firm policies.
  • Maintaining accurate and detailed records of client interactions, transactions, and portfolio changes.

Qualifications include:

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

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