Investment Advisor

KijiJobs · recruiting for a confidential client

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Listing updated

Pay
₹30,000–70,000 a month
Location
Thane, Maharashtra
Work mode
On-site
Job type
Part time
Experience
2–4 yrs
Category
Wealth Management

Be a part of our client’s team as an Investment Advisor, guiding clients in their investment journey.

Apply now

About the role

As an Investment Advisor, you will assist clients in making informed investment decisions tailored to their financial goals. This involves analyzing market trends and providing insights on various investment options. A strong background in finance and excellent interpersonal skills are essential for building trust and rapport with clients. This part-time position offers an opportunity to make a significant impact on clients' financial futures.

What you'll do

  • Analyze investment options for clients.
  • Develop personalized investment strategies.
  • Monitor and review client portfolios.

What you'll need

  • Bachelor's degree in Finance or a related field.
  • 2-4 years of experience in wealth management.
  • Strong analytical and communication skills.

Skills

Knowledge of investment products. Excellent client relationship skills. Strong analytical abilities.

Good to have

Experience with financial planning software. Knowledge of portfolio management.

Benefits

  • Flexible working hours.
  • Performance bonuses.
  • Ongoing training and support.

Interested in this role?

It takes about two minutes. Free to apply — KijiJobs never asks candidates for money.

Apply now

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Questions about this job

What does an Investment Advisor do?
You will provide investment advice and strategies to clients based on their financial goals.
What qualifications are preferred for this role?
A degree in Finance or Business and relevant experience are preferred.
Is this a part-time role?
Yes, this is a part-time onsite position in Thane.
What is the expected salary?
The salary ranges from INR 30,000 to INR 70,000 per month.

Listing last updated

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Investment Advisor

₹30,000–70,000 a month

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