The Investment Advisor is responsible for providing expert financial and investment advice to clients, helping them achieve their financial goals. The role involves assessing client needs, recommending suitable investment products, managing portfolios, and ensuring compliance with regulatory requirements.
Key Responsibilities:
Assess clients financial goals, risk tolerance, and investment preferences
Provide personalized investment strategies and recommendations
Manage and monitor client investment portfolios
Advise clients on stocks, bonds, mutual funds, insurance, and other investment products
Conduct market research and stay updated on financial trends
Ensure all investment activities comply with legal and regulatory standards
Maintain accurate client records and documentation
Prepare investment reports and performance reviews
Coordinate with internal teams for execution and follow-ups
Qualifications & Skills:
Bachelor’s degree in Finance, Economics, Business, or related field
Proven experience as an Investment Advisor, Financial Advisor, or similar role
Strong knowledge of financial markets and investment products
Excellent analytical and decision-making skills
Strong communication and presentation abilities
Client-focused with strong relationship management skills
Job Type: Full time
Pay: ₹30,000.00 - ₹35,000.00 per month
Work Location: In person
📌 Investment Advisor (Kozhikode)
🏢 Al Hajis Perfumes International u0026 Trading
📍 Kozhikode
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