Financial Planning Strategist

3 days ago

Nellore, Andhra Pradesh, India beBeeFinancial Full time ₹ 1,50,00,000 - ₹ 2,50,00,000
Job Summary">

The Investment Counsellor role plays a vital part in delivering high-quality investment and financial planning services to clients. Key responsibilities include assessing client financial needs, developing tailored investment strategies, and ensuring that their investment portfolios align with their long-term objectives.

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.
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.
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.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • Master's degree or professional certification preferred.
  • Minimum 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.
  • Proficiency in financial software, portfolio management systems, and Microsoft Office Suite.
  • High level of attention to detail and accuracy in financial analysis and reporting.
  • Personal Attributes: Integrity, professionalism, and a client-centric approach.

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