FIND YOUR DREAM JOB

Sign In
 [New User? Sign Up]
Mobile Version

INVESTMENT ADVISOR


Source:
TIMESJOBS.COM
Location:
Bengaluru, KA
Date:
14-11-2016
Job Code:
58287961
Categories:
  • Banking & Finance
Applying for this job will take you to an external site
  •  
  • Shortlist
  • Email Friend
  • Print

Job Details

JOB DESCRIPTIONIn-depth reviews of clients' financial circumstances, current provision and future aims.Analysing information and preparing plans best suited to clients' requirements.Completing risk analyses.Researching the marketplace and providing clients with information on new and existing products and services.Designing financial strategies.Assisting clients to make informed decisions.Reviewing and responding to clients' changing needs and financial circumstances.Keeping up to date with financial products and legislation.Producing financial reports.Contacting clients with news of new financial products or changes to legislation that may affect their savings and investments.Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the services provided and also the advised products.PreferablyCA/CFA with 7 - 10 years experience.Should have advisory experience in all asset classes including Mutual Funds, equity, debt products, commodities, real estate especially in debt and equity products and be able to advise clients on entry and exit.
Degree: MBA/ PGDM

Additional Degree: BA (Arts) | B.Com. (Commerce) | B.Pharm. (Pharmacy) | B.Plan. (Planning) | B.Sc. (Science) | BBA/ BBM/ BBS | BCA (Computer Application) | Diploma-Other Diploma | B.Ed. (Education) | BHM (Hotel Management)

Experience: 7-12

Requirements

Finance/Budgeting | Financial Analysis | Investment Banking
Applying for this job will take you to an external site

FEATURED JOBS

© Copyright 2015 Al Nisr Publishing LLC - powered by Gulf News