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Financial Investment Manager

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Kanpur, Uttar Pradesh, India beBeeFinancial Full time ₹ 15,00,000 - ₹ 20,25,000

Job Overview

An Investment Advisor plays a pivotal role in providing bespoke investment and wealth management services to clients. They assess clients' financial needs, develop tailored investment strategies, and ensure their portfolios align with long-term objectives.

Main Responsibilities:

  • Client Consultation and Relationship Management: Conduct comprehensive consultations to understand clients' financial goals, risk tolerance, investment preferences, and time horizons.
  • Sustain and Develop Client Relationships: Foster strong relationships with clients, serving as their primary point of contact for investment-related inquiries and advice.
  • Regular Portfolio Reviews: Periodically review and update clients' investment portfolios to ensure alignment with 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.
  • Portfolio Oversight: 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 industry standards.
  • Clients' Education and Communication: Educate clients on investment concepts, market trends, and financial planning strategies to help them make informed decisions.
  • Team Collaboration: Work closely with other financial professionals to provide comprehensive wealth management solutions.

Qualifications and Skills:

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field. Master's degree or professional certification (e.g., CFA, CFP) is preferred.
  • Minimum of 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 (Excel, PowerPoint, Word).
  • High level of attention to detail and accuracy in financial analysis and reporting.
  • Personal Attributes: Integrity, professionalism, and a client-centric approach. Ability to handle confidential information with discretion.