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Investment Advisor

3 weeks ago

Bengaluru, Karnataka, India NoBroker Full time

Role & responsibilities

  • Engage with clients to understand their financial goals, risk tolerance, and investment preferences.
  • Provide tailored investment advice across asset classes such as equities, mutual funds, bonds insurance, and real estate alternatives.
  • Develop and present financial plans and investment strategies to clients.
  • Monitor portfolio performance and recommend adjustments to optimize returns.
  • Stay updated with market trends, economic developments, and regulatory changes.
  • Build and maintain long-term client relationships based on trust and performance.
  • Cross-sell wealth management and financial planning services.
  • Meet individual and team targets on client acquisition, portfolio growth, and revenue generation.

Preferred candidate profile

  • Bachelors degree in Finance, Economics, Business, or related field (Masters or CFA preferred).
  • Proven experience in investment advisory, wealth management, or financial consulting.
  • Excellent communication, analytical, and presentation skills.
  • Ability to understand client needs and provide objective, profitable solutions.
  • Target-driven mindset with a customer-first approach.