Investment Advisor (5-8 yrs)

Investment Advisor

Key Responsibilities:

Client Acquisition and Retention:

- Identify and cultivate high-net-worth clients.

- Build strong client relationships through exceptional service and communication.

- Understand client needs and tailor financial solutions accordingly.

- Portfolio Management:

- Select and manage diversified portfolios of ETFs to meet client objectives.

- Monitor market trends and adjust investment strategies as needed.

- Conduct regular portfolio reviews and provide investment recommendations.

Financial Planning:

- Develop comprehensive financial plans that address clients' long-term goals.

- Provide guidance on tax planning, estate planning, and other financial matters.

Operational Efficiency:

- Streamline operational processes to improve efficiency.

- Resolve client issues promptly and effectively.

- Ensure compliance with regulatory requirements.

Mandatory qualifications: CA, CFA, or CFP and should have certifications of NISM XA and XB.