Investment Advisor

6 days ago

Ghatkopar West Mumbai Maharashtra, India Pretty Child Full time

**Job description**

**Job Title**: Certified Financial Planner (CFP)

**Company**: Azuke Global Investment Advisory LLP (AGIAL)

**Location**: Mumbai

**Experience**: Minimum 3 years in financial planning and advisory to retail clients

**Education**: Graduation (minimum) with a valid CFP certification

**Critical Qualities**:

- Adherence to ethical business practices
- Client-focused mindset with excellent servicing capabilities
- Strong sense of responsibility and accountability
- Innovative problem solver with strategic thinking abilities
- Collaborative team player

**Key Responsibilities**:

- **Client Management**:

- Take full ownership of 30-40 client accounts.
- Understand clients' profiles, goals, and personal preferences.
- Create and implement customized financial plans for clients and their families.
- **Portfolio Management**:

- Oversee clients' investment portfolios, including global direct equity portfolios.
- Conduct quarterly reviews and provide insights to each client.
- Guide clients through their financial journey with a hands-on approach.
- **Team Contribution**:

- Mentor junior CFPs and AFPs within the organization.
- Contribute to the growth and strategic development of the firm.

**Qualifications and Skills**:

- Valid CFP certification is mandatory.
- Minimum of 3 years of experience in financial planning and advisory.
- Proficiency in investment portfolio management and financial tools.
- Strong interpersonal and communication skills to build and maintain client trust.
- Ability to think innovatively and provide strategic solutions.

Pay: ₹30,000.00 - ₹35,000.00 per month

Schedule:

- Day shift
- Night shift

**Experience**:

- Certified Financial Planner: 3 years (preferred)
- Investment Advisor: 3 years (preferred)
- Financial planning: 3 years (preferred)

Work Location: In person

**Speak with the employer**
+91 9920749948

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