
Cfa
7 days ago
**Key Responsibilities**:
- Manage client investment portfolios, ensuring alignment with their financial goals and risk tolerance.
- Develop and implement investment strategies tailored to individual client needs.
- Prepare detailed investment reports and presentations for clients and internal stakeholders.
- Monitor and analyze market trends, economic indicators, and industry developments.
- Provide expert advice on asset allocation, securities selection, and risk management.
- Collaborate with the wealth management team to develop comprehensive financial plans for clients.
- Stay updated with the latest financial regulations and industry best practices.
- Participate in client meetings to discuss investment strategies and performance.
**Qualifications**:
- Chartered Financial Analyst (CFA) designation is required.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Proven experience in investment management, financial analysis, and portfolio management.
- Strong analytical skills with the ability to interpret complex financial data.
- Excellent communication and presentation skills.
- Proficiency in financial modeling and valuation techniques.
- In-depth knowledge of financial markets, instruments, and investment strategies.
- Strong attention to detail and a high level of accuracy.
- Ability to work independently and as part of a team.
- Proficiency in financial software and Microsoft Office Suite.
**Job Types**: Full-time, Permanent
Pay: ₹9,263.31 - ₹74,974.71 per month
**Benefits**:
- Cell phone reimbursement
Schedule:
- Day shift
Supplemental pay types:
- Performance bonus
Ability to commute/relocate:
- Majura Gate, Surat, Gujarat: Reliably commute or planning to relocate before starting work (preferred)
**Education**:
- Bachelor's (preferred)
**Experience**:
- total work: 1 year (required)
License/Certification:
- CFA (required)
Work Location: In person
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