Job Title: Investment Advisor
Experience Required: 5+ Years
Location: DLF Phase I Gurgaon, India

Job Summary:
We are seeking an experienced and client-focused Investment Advisor with a minimum of 5 years of experience in financial planning, investment advisory, and portfolio management. The ideal candidate will be responsible for delivering personalised investment strategies, ensuring regulatory compliance, and building long-term client relationships.

Key Responsibilities:

- Provide personalized financial planning and investment advisory services to clients based on their financial goals and risk appetite
- Design and manage diversified investment portfolios including equities, mutual funds, bonds, and other financial instruments
- Conduct regular portfolio reviews and suggest necessary adjustments aligned with market trends
- Ensure full compliance with SEBI (Securities and Exchange Board of India) regulations and RIA guidelines
- Maintain proper documentation, client records, and risk profiling as per regulatory requirements
- Stay updated with financial markets, economic trends, and new investment opportunities
- Build and maintain strong client relationships through regular communication and advisory support
- Assist clients in tax planning, retirement planning, and wealth creation strategies




- Coordinate with internal teams and external stakeholders for seamless service delivery

Required Qualifications & Skills:

- SEBI Registered Investment Advisor (RIA) certification (mandatory)
- Bachelor’s degree in Finance, Economics, Business Administration, or related field (MBA/CA/CFP preferred)
- Minimum 5 years of relevant experience in investment advisory or wealth management
- Strong knowledge of financial markets, investment products, and portfolio strategies
- Excellent analytical, communication, and interpersonal skills
- High ethical standards and client-centric approach
- Proficiency in MS Excel and financial planning tools

Key Competencies:

- Client Relationship Management
- Financial Planning & Wealth Advisory
- Regulatory Compliance
- Analytical Thinking
- Attention to Detail

Compensation & Benefits:

- Market-competitive salary as per industry standards
- Performance-based incentives
- Opportunity to work with a growing and dynamic financial team
- Professional development and certification support

Note: Candidates must hold valid RIA registration and adhere strictly to SEBI compliance guidelines.

Work Location: In person

Pay: ₹75,000.00 - ₹100,000.00 per month

Work Location: In person

📌 Investment Advisor (India)
🏢 Oceano Apex
📍 India