Investment Advisor
Econ Climate Fund
- Delhi
- Permanent
- Full-time
- Provide personalized financial planning and investment allocation advice to clients, aligning recommendations with their unique financial goals, risk tolerance, and time horizon.
- Proactively monitor and track client portfolios, conducting regular reviews to assess performance, rebalance asset allocations, and provide timely updates and strategic recommendations.
- Collaborate with internal teams to enhance service offerings, streamline processes, and deliver innovative solutions that meet evolving client needs.
- Established client base with a strong network and the ability to cultivate new business opportunities.
- Corporate Communication Skills: Possess excellent verbal and written communication skills, coupled with proficiency in the MS Office suite, enabling effective client interactions and presentations.
- Preference for candidates holding certifications such as MBA, CFA, CFP, or NISM Investment Advisor XA and XB, demonstrating a commitment to professional development and expertise in the field.
- Entrepreneurial mindset with a passion for driving business growth, coupled with a collaborative spirit and a dedication to maintaining the highest ethical standards.
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