Investment Advisor

2 days ago

Jaipur Rajasthan, India Data Ingenious Global Limited Full time

**Key Responsibilities**:

- **Financial Analysis and Planning**: The investment advisor will assess the financial needs and goals of clients, considering their current financial status, risk tolerance, and future goals to devise a comprehensive financial plan.
- **Investment Recommendations**: It involve researching and analysing various investment opportunities in stocks, bonds, mutual funds, ETFs or other investment.
- **Portfolio Management**: Monitor performance, rebalance portfolios as necessary to maintain desired asset allocation, and adjust strategies based on changes in clients’ needs or market conditions.
- **Client Education and Communication**: Should be able to communicate effectively, providing clients with regular updates about their portfolios and explaining complex financial information in understandable terms.
- **Regulatory Compliance**: Investment advisors are required to maintain necessary records, providing required disclosures to clients, and acting in a manner consistent with fiduciary duty.

**Requirements**:

- **Education**: Bachelor’s degree in finance, economics, business, or a related field.
- **Experience**: Prior experience in financial planning or investment management.
- **Skills**: Should have strong analytical skills, detail-oriented, excellent communication skills and possess a understanding of financial markets and investment products.

Pay: ₹400,000.00 - ₹600,000.00 per year

Schedule:

- Day shift

Work Location: In person

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