Finance Advisor

7 days ago

Gurugram Haryana, India Oceano Apex Pvt. Ltd. Full time

Key Responsibilities: Offer comprehensive financial advisory services to high-net-worth individuals (HNIs) and corporate clientsDevelop and manage investment portfolios aligned with client goals and risk appetiteAnalyze financial data, market trends, and investment opportunitiesMaintain strong client relationships and ensure high levels of client satisfactionProvide recommendations on wealth preservation, tax optimization, and long-term financial planningCollaborate with internal teams to design customized wealth management strategiesEnsure compliance with regulatory standards and company policiesDesired

Financial Services, Wealth ManagementIf you meet the criteria and are looking to grow your career with a dynamic team,

Pay: ₹30,000.19 - ₹50,000.94 per month

**Benefits**:

- Flexible schedule
- Paid sick time
- Paid time off

Schedule:

- Day shift
- Monday to Friday

Work Location: In person

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