Overview

Are you passionate about guiding clients through their financial journeys and helping them achieve their wealth management goals? As an Investment Consultant, you will play a vital role in delivering personalized investment strategies and comprehensive financial advice. Your expertise will empower clients to make informed decisions, optimize their portfolios, and secure their financial futures.

This dynamic position offers an exciting opportunity to combine your knowledge of financial concepts, legal considerations, and client relationship management to make a meaningful impact.

Duties

- Develop tailored investment strategies by analyzing clients’ financial goals, risk tolerance, and current assets
- Provide expert guidance on estate planning, wills, trusts, and estate law to help clients protect their assets
- Conduct thorough financial analysis using advanced financial software to assess investment opportunities and risks
- Stay current with securities law, tax regulations, and compliance standards relevant to financial services and asset management
- Manage client portfolios actively, adjusting investment allocations based on market trends and individual needs
- Educate clients on various financial concepts such as cash management, wealth management, and corporate accounting practices
- Build and maintain solid customer relationships through effective communication, trust-building, and personalized service

Qualifications

- Proven experience in financial sales or wealth management with a focus on investment advisory services
- Strong understanding of estate planning, wills, trusts & estate law, and securities law




- Demonstrated knowledge of tax strategies and tax experience related to investments and estate planning
- Proficiency in financial analysis tools and financial software platforms used in asset management and portfolio management
- Excellent math skills combined with a solid grasp of financial concepts such as cash flow analysis and risk assessment
- Background in public accounting or technical accounting is advantageous for understanding regulatory requirements
- Exceptional customer relationship management skills with the ability to communicate complex information clearly and effectively

You MUST have international advisory experience together with your own, privately onboarded client book with transferable funds to bring with you.

Join us as an Investment Consultant to help clients navigate the complexities of their financial landscapes with confidence. Your expertise will inspire trust, foster growth, and enable clients to realize their most ambitious financial aspirations. We’re committed to supporting your professional development in a vibrant environment that values innovation, integrity, and excellence.

Job Types: Full-time, Permanent

Pay: From ₹10,182,880.00 per year

Application Question(s)

- Are you comfortable in your ability to earn the income you want, within a performance-driven, uncapped, commission-based role?
- Do you have NISM Series X (A&B;) Level 2 qualification
- Do you have private client onboarding and sourcing experience?
- Do you have an NRI client base AuM in excess of $3m with transferable funds?
- Do you have your own cross-boarder client book to bring with you?

Work Location: In person

📌 Financial Investment Advisor (Gurugram)
🏢 Devere Group
📍 Gurugram