Senior Investment Advisor

3 - 7 years

0 Lacs

Posted:6 days ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

You will be joining our team as an experienced Investment Advisor to support our investment immigration business, focusing on High Net Worth Individuals (HNIs) and Ultra High Net Worth Individuals (UHNIs). Your main responsibilities will include providing investment guidance and support to clients, developing strong relationships, offering investment immigration solutions, identifying new business opportunities, and staying updated on market trends and regulatory changes. To be successful in this role, you should have 3-4 years of experience in investment advisory or a related field. Experience with HNI/UHNI clients is preferred, but a strong desire to learn and grow in this area is also valued. Knowledge of investment products, immigration programs, and regulatory frameworks is essential. Excellent communication, interpersonal, and problem-solving skills are required, and having professional certifications such as CFA, CFP, or CAIA would be a plus. In return, we offer a competitive compensation package, the opportunity to work with a dynamic team and high-profile clients, professional growth and development opportunities, and flexible work arrangements. Join us to unlock global opportunities and make a difference in the investment immigration space.,

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