Investment Advisor

5 days ago

Mumbai Maharashtra, India DreamsAI Innovation Pvt. Ltd. Full time

**Position Overview**:
As an Investment Advisor, you will play a crucial role in helping clients navigate the complexities of the financial markets and achieve their long-term investment objectives. You will provide personalized investment advice, develop tailored investment strategies, and build lasting relationships with clients to support their financial success.

**Location**: Mumbai

**Key Responsibilities**:
**Client Assessment**:

- Conduct comprehensive assessments of clients' financial situations, including their investment goals, risk tolerance, time horizon, and liquidity needs.

**Investment Planning**:

- Develop customized investment plans and asset allocation strategies aligned with clients' objectives, incorporating a diverse range of investment vehicles such as stocks, bonds, mutual funds, ETFs, and alternative investments.

**Portfolio Management**:

- Oversee the implementation and ongoing management of clients' investment portfolios, making strategic adjustments as needed to optimize performance and mitigate risks.

**Market Analysis**:

- Monitor global financial markets, economic indicators, and geopolitical events to identify investment opportunities and risks, providing timely insights and recommendations to clients.

**Financial Research**:

- Conduct in-depth analysis of investment products, asset classes, and market trends to support informed decision-making and enhance portfolio returns.

**Risk Management**:

- Assess and manage investment risks by diversifying portfolios, employing hedging strategies, and incorporating risk management techniques tailored to clients' risk profiles and objectives.

**Client Communication**:

- Communicate regularly with clients to provide updates on portfolio performance, discuss investment strategy adjustments, and address any questions or concerns they may have.

**Regulatory Compliance**:

- Bachelor's degree in Finance, Economics, Business Administration, or related field (preferred).
- Relevant certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA).
- Proven experience in investment advisory or wealth management, with a track record of success in managing client portfolios.
- Deep understanding of financial markets, investment products, asset allocation strategies, and portfolio construction techniques.
- Excellent interpersonal skills, with the ability to communicate complex financial concepts clearly and effectively to clients.
- Strong analytical skills, attention to detail, and proficiency in financial modeling and analysis.
- Commitment to continuous learning and professional development in the field of investment management and financial planning.

**Salary**: ₹400,000.00 - ₹1,200,000.00 per year

**Experience**:

- Investment Advisory: 8 years (required)
- Wealth Management: 8 years (required)
- Financial Market: 8 years (required)

Ability to Commute:

- Mumbai, Maharashtra (required)

Ability to Relocate:

- Mumbai, Maharashtra: Relocate before starting work (required)

Work Location: In person

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