Finance Advisor

As a Finance Advisory professional at Oceano Apex Pvt. Ltd., you will have the opportunity to provide strategic financial advice and wealth management solutions to high-net-worth individuals (HNIs) and corporate clients. Your role will involve developing and managing investment portfolios, analyzing financial data and market trends, as well as ensuring compliance with regulatory standards and company policies. Additionally, you will collaborate with internal teams to design customized wealth management strategies and maintain strong client relationships to ensure high levels of client satisfaction. Key Responsibilities: - Offer comprehensive financial advisory services to HNIs and corporate clients - Develop and manage investment portfolios aligned with client goals and risk appetite - Analyze financial data, market trends, and investment opportunities - Maintain strong client relationships and ensure high levels of client satisfaction - Provide recommendations on wealth preservation, tax optimization, and long-term financial planning - Collaborate with internal teams to design customized wealth management strategies - Ensure compliance with regulatory standards and company policies Qualification Required: - Minimum 4 years of relevant experience in wealth management, financial advisory, or related fields - 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 If you meet the criteria and are looking to grow your career with a dynamic team, apply now by emailing your resume to hr@oceanoapex.com. Job Type: Full-time Benefits: - Flexible schedule - Paid sick time - Paid time off Schedule: - Day shift - Monday to Friday Work Location: In person,