Investment Advisor

Hiring for MNC,We are seeking a knowledgeable and client-focusedInvestment Advisorto provide financial guidance, develop tailored investment strategies, and help clients achieve their short- and long-term financial goals. The ideal candidate will have a strong understanding of financial markets, investment products, and portfolio management, combined with excellent relationship-building and advisory skills.Build and maintain strong, long-term relationships with clients. Conduct financial assessments to understand client objectives, risk tolerance, and investment preferences. Provide personalized investment advice aligned with clients’ financial goals. Develop and recommend customized investment strategies. Manage and monitor client portfolios to ensure performance and risk alignment. Rebalance portfolios and make adjustments based on market trends and client needs. Stay updated on financial markets, economic developments, and investment products. Conduct research and analysis to identify market opportunities. Share insights and recommendations with clients in a clear and actionable manner. Ensure compliance with industry regulations, legal requirements, and company policies. Maintain proper documentation of client interactions, recommendations, and transactions. Promote ethical practices and uphold fiduciary responsibility. Work with internal teams to deliver comprehensive financial planning solutions. Identify opportunities to cross-sell financial products and services. Participate in networking, seminars, and events to expand client base.

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