An Investment Advisor assists clients in developing and implementing personalized investment strategies to achieve their financial goals. They assess clients' risk tolerance, financial situation, and investment objectives to provide tailored advice on asset allocation, portfolio diversification, and investment products. They stay updated on market trends and regulatory changes to guide informed investment decisions.
Responsibilities
- Financial planning and goal based advice
- Educating clients about various investment products
- Asset allocation and periodic review of portfolio
- Client Relationship Management
- Maintaining regulatory compliance
Must Have
- PG/PG Diploma (minimum two years) in finance, accountancy, business management, commerce, economics etc.
- NISM XA & XB Certificate
- Ethical Standards and Code of Conduct
Nice to have
- MBA Finance/CA/CFA
- Reading habit - Best Selling Books on Investment
- Critical thinking and analytical ability
- Good communication and interpersonal skills