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Financial Portfolio Advisor
2 weeks ago
Job Title: Investment Strategist
Key Responsibilities:- Develop and maintain strong professional relationships with High Net Worth Individual (HNI) clients.
- Provide expert advice on investment products, including Mutual Funds, Equities, Bonds, and Insurance.
- Conduct regular portfolio reviews and risk assessments to optimize client investments.
- Identify and onboard new clients to expand the business portfolio.
- Offer customized investment and financial planning solutions to meet individual client needs.
- Stay up-to-date on market trends, financial products, and regulatory changes to ensure informed decision-making.
Role Overview:
The Investment Strategist will be responsible for managing and growing a portfolio of HNI clients by providing expert investment advice, wealth planning, and tailored financial solutions.
Candidates must demonstrate a strong understanding of investment strategies and confidently answer questions on Mutual Funds, Stock Markets, associated risks, and financial terminologies.
Education:
A Bachelor's degree in Commerce (B.Com) or an MBA in Finance with knowledge of Mutual Funds is required.
Regulatory/Other Certifications:
Chartered Wealth Manager (CWM), Certified Financial Planner (CFP), or AMFI Mutual Funds certification, or NISM Dealer Module is preferred.
