Investment Advisor

Hiring for MNC,

Investment Advisor

• Build and maintain strong, long-term relationships with clients.
• Conduct financial assessments to understand client objectives, risk tolerance, and investment preferences.
• Provide personalized investment advice aligned with clients’ financial goals.
• Develop and recommend customized investment strategies.
• Manage and monitor client portfolios to ensure performance and risk alignment.
• Rebalance portfolios and make adjustments based on market trends and client needs.
• Stay updated on financial markets, economic developments, and investment products.
• Conduct research and analysis to identify market opportunities.
• Share insights and recommendations with clients in a clear and actionable manner.
• Ensure compliance with industry regulations, legal requirements, and company policies.
• Maintain proper documentation of client interactions, recommendations, and transactions.
• Promote ethical practices and uphold fiduciary responsibility.
• Work with internal teams to deliver comprehensive financial planning solutions.
• Identify opportunities to cross-sell financial products and services.
• Participate in networking, seminars, and events to expand client base.