3 Investment Advice Jobs

As a Financial Planner, you will have the opportunity to assist clients in achieving their financial goals and aspirations. Your responsibilities will include developing personalized financial strategies, managing client portfolios, conducting regular reviews, and providing expert investment advice. Your role is crucial in helping clients navigate their financial journey through meticulous planning and exceptional service. Client Portfolio Management - Tailor and oversee client portfolios based on their financial objectives, risk tolerance, and preferences. - Conduct regular reviews of portfolios and adjust strategies to align with clients" goals and market conditions. Financial Planning & Advisory - Develop customized plans covering investments, retirement, taxes, and estate requirements. - Offer ongoing advice and make necessary adjustments as clients" circumstances evolve. Client Communication & Relationship Building - Maintain regular communication through monthly calls, in-person meetings, and virtual sessions. - Keep clients informed about market updates, regulatory changes, and new investment opportunities. Transaction & Compliance Management - Manage KYC procedures, investment transactions, paperwork, and documentation. - Work closely with internal teams to ensure accurate and timely execution. Reporting & CRM Maintenance - Prepare review reports comparing current positions with initial plans and recommend refinements. - Keep detailed records in CRM systems tracking interactions, plan progress, and transactions. Training & Development - Stay updated on financial regulations, products, and industry trends. - Share knowledge with colleagues and assist in onboarding new team members. Requirements: - Bachelor's degree in Finance, Accounting, Economics, or a related field. - CFP certification or equivalent is preferred. - Minimum of 3 years of experience in financial planning or client-facing wealth roles. - Proficiency in Excel and financial planning tools. - Familiarity with Zoho CRM or similar platforms. - Strong communication skills with the ability to simplify complex financial concepts. - Detail-oriented, analytical, and proactive problem-solver. - Comfortable working independently and collaboratively. Join a fast-paced and client-focused financial planning environment offering an exceptional opportunity to build and nurture comprehensive client relationships. Benefit from a supportive culture that emphasizes continuous learning, training, mentorship, and peer insights. The vibrant office location in Chembur, Mumbai adds to the dynamic work environment. Apply now by sending your resume to the provided email address.,

As a Wealth Management Advisor, you will be responsible for offering professional wealth management services to high net worth individuals and families. Your main role will involve assisting clients in developing and executing personalized investment strategies and financial plans to help them achieve their long-term financial objectives. To excel in this position, you will need to possess solid financial knowledge, exceptional communication abilities, and excellent customer service skills. Your key responsibilities will include conducting thorough consultations with clients to grasp their financial situation, investment objectives, and risk tolerance levels. By analyzing their financial requirements, you will create tailored wealth management plans. You will offer investment guidance based on market trends and client needs, covering a range of financial products such as stocks, bonds, funds, and more. It will be essential to regularly review and adjust investment portfolios to align with clients" financial goals. In addition to investment strategy development, you will be tasked with crafting comprehensive financial plans encompassing retirement planning, tax strategies, estate planning, and more. Monitoring clients" financial progress and providing ongoing advice will also be part of your role. Assessing clients" risk tolerance levels and devising appropriate risk management strategies will be crucial, along with recommending suitable insurance products to safeguard clients" wealth security. Customer relationship management is a key aspect of this role, involving building and nurturing long-term relationships with clients through exceptional service. You will need to maintain regular communication with clients to update them on their financial status and market trends. Staying informed about financial market changes, industry trends, and economic dynamics will be essential. Continuous participation in professional training and industry conferences is encouraged to keep abreast of the latest financial products and services. Ensuring compliance with relevant laws, regulations, and industry standards in all financial advice and transactions is paramount. You will be responsible for preparing and submitting necessary financial reports and documents to uphold compliance. Business development will also be a part of your role, involving prospecting potential clients, promoting wealth management services, and driving business growth through networking and referrals. To qualify for this position, you should hold a Bachelor's or Master's degree in Finance, Economics, Business Management, or related fields. With over 3 years of experience in wealth management, investment advisory, or related fields, including experience in serving high net worth clients, you will be well-suited for this role. Your skill set should include a deep understanding of investment products, wealth management, and risk management best practices. Strong communication, analytical, time management, and organizational skills are essential for effectively managing multiple client accounts simultaneously and delivering quality service.,

You will be responsible for advising clients through calls or chat, providing them with information about the products and services offered. Your role will involve giving advice on investments such as stock cash services, future services, and commodities. It will also be essential to update client information in the database and work towards achieving given sales targets. Handling client queries before and after trade through inbound calls and chat will be part of your daily tasks. You will also need to ensure that all activities are carried out in adherence to the compliance framework. Building strong relationships with clients and educating them about various investment opportunities will be crucial for this role. This is a full-time position with benefits including provided food. The work schedule is in the morning shift. A Master's degree is preferred for this role, with an MBA in Finance certification also being preferred.,