Financial Advisor - Mumbai, India - Careerfit

Description

Responsibilities:

• Build and maintain relationships with clients to understand their financial goals, objectives, and risk tolerance.
• Conduct comprehensive financial assessments and analyses to develop personalized financial plans and investment strategies.
• Provide advice and recommendations on various financial products and services, including investments, retirement planning, insurance, and estate planning.
• Monitor and review clients' investment portfolios regularly to track performance, assess risk exposure, and make necessary adjustments.
• Stay informed about market trends, economic indicators, and investment opportunities to make informed recommendations to clients.
• Educate clients on financial concepts, investment strategies, and wealth management principles.
• Assist clients with financial goal setting, budgeting, and financial decision-making.
• Adhere to regulatory requirements, compliance standards, and ethical guidelines in all client interactions and recommendations.
• Develop and implement strategies to expand the client base and increase assets under management.

Requirements:

• Bachelor's degree in Finance, Economics, Business Administration, or related field.
• Certified Financial Planner (CFP) designation or equivalent certification preferred.
• Proven experience as a financial advisor or investment advisor, with a track record of serving clients' financial needs.
• Strong knowledge of financial products, investment strategies, and wealth management principles.
• Excellent communication, interpersonal, and relationship-building skills.
• Ability to understand and analyze complex financial situations and develop customized solutions.
• Proficiency in financial planning software, portfolio management tools, and Microsoft Office suite.
• Demonstrated ability to work independently and as part of a team in a fast-paced, dynamic environment.
• High ethical standards, integrity, and commitment to client confidentiality.

Skills:

• Financial Planning: Developing personalized financial plans and investment strategies.
• Investment Management: Managing investment portfolios and monitoring performance.
• Relationship Building: Building and maintaining relationships with clients.
• Communication: Communicating complex financial concepts in clear and concise terms.

Preferred:

• Master's degree in Finance, Business Administration, or related field.
• Chartered Financial Analyst (CFA) designation or equivalent certification.
• Previous experience in financial advising or wealth management at a financial institution.