Senior Financial Strategist

3 days ago

Udaipur, Rajasthan, India beBeeInvestment Full time ₹ 35,00,000 - ₹ 50,00,000
Job Description

The Investment Counsellor role is a vital position within our organization, responsible for providing expert investment and financial planning services to clients.

This role involves conducting comprehensive consultations with clients to understand their financial goals, risk tolerance, and investment preferences. The Investment Counsellor must have a strong understanding of financial markets, investment products, and client relationship management.

Main Responsibilities:

  1. Conduct client consultations to understand their financial needs and develop tailored investment strategies.
  2. Maintain strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
  3. Regularly review and update clients' investment portfolios to ensure alignment with their evolving financial goals and market conditions.
  4. Create customized investment strategies and asset allocation plans based on clients' objectives, risk profiles, and financial situations.
  5. Utilize financial modelling and forecasting tools to analyse investment opportunities and recommend appropriate investment products.
  6. Stay informed about market trends, economic conditions, and investment products to provide up-to-date and relevant advice.
  7. Oversee clients' investment portfolios, including monitoring performance, rebalancing, and making adjustments as necessary.
  8. Ensure all investment recommendations and transactions comply with regulatory requirements and firm policies.
  9. Prepare and present regular performance reports and updates to clients, including performance metrics, market insights, and portfolio changes.
  10. Maintain accurate and detailed records of client interactions, transactions, and portfolio changes.
  11. Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.
  12. Provide clear and timely communication regarding investment performance, market developments, and potential impacts on clients' portfolios.
  13. Collaborate with other financial professionals to provide comprehensive wealth management solutions.

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