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3.8

based on 13 Reviews

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17 i4 Consulting Jobs

Chief Financial Partner/Wealth Advisor - Portfolio Management (8-18 yrs)

8-18 years

Delhi ncr, Mumbai, Bangalore / Bengaluru + 2 more

Chief Financial Partner/Wealth Advisor - Portfolio Management (8-18 yrs)

i4 Consulting

posted 2mon ago

Job Role Insights

Fixed timing

Job Description

Roles and Responsibilities :

- Provide expert investment advice to clients, creating strategies to achieve their financial goals.

- Manage client investment portfolios, regularly reviewing and adjusting them to maximize returns and minimize risks.

- Conduct in-depth financial analyses and market research to inform investment decisions.

- Develop personalised financial plans for clients, including savings, investments, insurance, and retirement planning.

- Assess the financial risk profiles of clients and recommend appropriate actions to mitigate potential risks.

- Maintain and grow a robust client base by building strong, lasting relationships with clients.

- Keep clients informed about their investments and respond to their questions and concerns promptly.

- Stay updated with regulatory changes, ensuring compliance in all financial activities and client interactions.

Qualifications and Skills :

- Relevant 9 - 18 years of experience in wealth management, investment management, or a related field.

- Strong proficiency in investment management (Mandatory skill) to develop effective investment strategies for clients.

- Proven expertise in portfolio management (Mandatory skill) to manage and optimize client portfolios for maximum returns.

- Solid understanding of financial planning to provide comprehensive financial advice to clients.

- Excellent skills in risk assessment to identify potential risks and develop mitigation strategies.

- Exceptional client relationship management abilities to maintain and grow client relationships.

- Ability to conduct thorough market analysis to stay updated on financial trends and market conditions.

- Outstanding communication and interpersonal skills for effective client interactions and presentations.

- Advanced proficiency in financial software and Microsoft Office suite, plus a keen ability to learn new tools.


Functional Areas: Other

Read full job description

What people at i4 Consulting are saying

What i4 Consulting employees are saying about work life

based on 13 employees
75%
67%
89%
100%
Strict timing
Monday to Saturday
No travel
Day Shift
View more insights

i4 Consulting Benefits

Work From Home
Education Assistance
Soft Skill Training
Job Training
Team Outings
Free Transport +6 more
View more benefits

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