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 personalized 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 solid 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 Competenc
📌 Investment Advisor (Gurugram)
🏢 Oceano Apex Private
📍 Gurugram
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.