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Financial Advisor

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Thrissur, Kerala, India beBeeInvestment Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Senior Investment Strategist

As a seasoned professional, you will be responsible for developing and implementing investment strategies that meet the needs of high net worth individuals and institutions.

The ideal candidate will have a strong background in finance and investing, with excellent analytical and communication skills. They will be able to analyze market trends, identify opportunities, and provide expert advice to clients.

This role requires a high level of autonomy, with the ability to work independently and make decisions that align with the company's goals and objectives. The successful candidate will be a team player who can collaborate effectively with other departments and stakeholders.

The key responsibilities of this role include:

  1. Investment Strategy Development
  • Develop and implement investment strategies that meet the needs of clients.
  • Conduct market research and analysis to identify opportunities and trends.
  • Provide expert advice to clients on investment options and strategies.
Client Relationship Management
  • Build and maintain strong relationships with clients through regular communication and updates.
  • Identify and pursue new business opportunities through networking and relationship-building.
  • Collaborate with other departments to ensure seamless service delivery to clients.
Portfolio Management
  • Manage client portfolios to ensure alignment with their investment goals and risk tolerance.
  • Monitor and adjust portfolios as needed to optimize returns and minimize risk.
  • Provide regular portfolio reviews and updates to clients.
Market Awareness & Research
  • Stay up-to-date with market trends and developments through ongoing research and analysis.
  • Share insights and knowledge with colleagues and clients to enhance decision-making.
  • Contribute to the development of internal market reports and strategy documents.
Compliance & Risk Management
  • Ensure adherence to all regulatory requirements and company policies.
  • Maintain accurate records and documentation for audits and compliance purposes.
  • Implement risk management strategies to mitigate potential threats and ensure a safe working environment.