Cfa

7 days ago


Majura Gate Surat Gujarat, India Torin Wealth Management Full time

**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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