Investment Advisor

Job Title: Manager - Wealth Management (Advisory)

Job Type: Full Time, Work from office

Experience: 2+ Years

Salary: Up to 10 LPA

Qualification:

Chartered Accountant / CFA / MBA - finance major.

Must be willing to clear NISM Investment Advisory - A and B tests, post-acceptance.

CFP certification would be an advantage.

Responsibilities:

1. Financial Planning:

• Develop financial plans and deliver presentations to clients as needed.
• Collaborate with team leaders to gather data.
• Maintain and update client data, and revise plans annually or as needed in response to significant changes.

2. Research:

• Assist in equity research and mutual funds.
• Analyze and interpret quantitative and qualitative data to produce insightful reports.
• Attend fund manager calls to reconcile internal research with their opinions and understand the framework.

3. Client Servicing:

• Obtain necessary documents and supplementary information from clients or team leaders during onboarding.
• Conduct purchase cost analyses upon request.
• Resolving client queries and issues when required.

Must have Skills:

• Must have excellent English written and verbal skills.
• Must have advanced Excel skills and PowerPoint Skills.
• Must be quick to learn new technology.

Conditions: As this is a long-term focused role, we would like a minimum of 2 year of commitment from potential candidates.

Location: Hyderabad

Work Mode: Work from Office (5 days a week)

Company culture: We advise all potential candidates to go over www.gcia.in https://www.linkedin.com/company/guardian-capital-investment-advisors/viewAsMember=true