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i4 Consulting
17 i4 Consulting Jobs
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
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
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