Investment Advisor
Truemind Investment Adviser Private Limited
Posted 7 days ago
Candidate Eligibility Criteria
Education Qualification: MBA (Finance; Economics) / CFA Charterholders (At least Level 3) / CA / M.Com
Residence: Delhi NCR
Education Background: Finance
Work Experience (Yrs): Min. 2 Years & Max 8 Years in Credit Research & Analysis / Wealth Management / Portfolio Management / Mutual Funds Research / Financial Planning / Investment Research & Analysis
Work Profile
Advising clients in wealth/portfolio management, mutual funds, financial planning
Certification Preferred: CFPs or NISM Investment Advisor XA and XB
Communication: Good written and spoken English communication
Soft Skills: Presentable; analytical; good interpersonal skills; quick learner, ownership mindset
Job Description
- Advising clients on investment planning, goal-based financial planning and asset allocation strategies
- Analysis of investment portfolios and suggesting suitable investments
- Preparing reports and presentations for investor awareness and client engagement
- Educating potential clients regarding the various services offered by the firm in an offline or online meeting
- New client conversions
Miscellaneous Details
- No product selling targets. You will be evaluated based on clients' satisfaction and growth in asset under management
- Mon to Fri full day working (9:30 AM to 6:30 PM) and Saturday half-day working from home
- Work from Office Role; Meeting clients face to face when required
- You will be working directly with the founders in the core team
- Prefer experience dealing with HNIs/UHNIs