Finance Advisor

As a Finance Advisory professional at Oceano Apex Pvt. Ltd., you will be responsible for providing strategic financial advice and wealth management solutions to high-net-worth individuals (HNIs) and corporate clients. Your key responsibilities will include: - Offering comprehensive financial advisory services - Developing and managing investment portfolios - Analyzing financial data, market trends, and investment opportunities - Maintaining strong client relationships - Providing recommendations on wealth preservation, tax optimization, and long-term financial planning - Collaborating with internal teams to design customized wealth management strategies - Ensuring compliance with regulatory standards and company policies To be a successful candidate for this role, you should have: - Minimum 4 years of relevant experience in wealth management or financial advisory - MBA degree is mandatory - Strong understanding of financial products, investment strategies, and capital markets - Excellent communication, interpersonal, and client relationship management skills - Proactive, result-driven, and passionate about delivering value to clients Oceano Apex is a leading Wealth Management Firm located in Gurugram. They offer a full-time job opportunity with benefits such as a flexible schedule, paid sick time, and paid time off. The work schedule is a day shift from Monday to Friday at the office location in Gurugram. If you meet the criteria and are looking to grow your career with a dynamic team, you can apply by sending your resume to hr@oceanoapex.com.,