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Investment Advisor
Truemind Capital
New Delhi, India (on-site)
3 days ago
Financial Associate
Tristone Strategic Partners
(hybrid)
24 days ago
Financial Associate
Tristone Strategic Partners
Mumbai, Maharashtra, India (hybrid)
28 days ago
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Investment Advisor
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Truemind Capital
New Delhi, India
(on-site)
Posted 3 days ago
Investment Advisor
Share Print Call Us
Truemind Capital
New Delhi, India
(on-site)
Job Type
Full Time
Job Duration
Indefinite
Salary
$800,000.00 - $2,000,000.00
Industry
Asset Management/Investment Firm
Min Experience
1-2 Years
Min Education
Bachelors
Required Travel
10-25%
Salary - Type
Yearly Salary
Job Function
Investment Advisor/Consultant
Investment Advisor

The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.
Investment Advisor
The insights provided are generated by AI and may contain inaccuracies. Please independently verify any critical information before relying on it.

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



Requirements

Education Qualification: CFA (Level 3)/MBA (Finance)/MA Economics/CA
Residence: Delhi NCR
Education Background: Finance
Work Experience (Yrs): Min. 2 Years & Max 6 Years in Investment Research & Analysis/Wealth Management/Portfolio Management/Mutual Funds Research/Financial Planning
Work Profile: Advising clients in wealth/portfolio management, mutual funds, and 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 ID: 80029767
Truemind Capital
Please refer to the company's website or job descriptions to learn more about them.
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Showing data for the city of Delhi, India.
Median Salary
Net Salary per month
$526
Cost of Living Index
22/100
22
Median Apartment Rent in City Center
(1-3 Bedroom)
$255 - $744
$500
Safety Index
41/100
41
Utilities
Basic
(Electricity, heating, cooling, water, garbage for 915 sq ft apartment)
$27 - $90
$50
High-Speed Internet
$5 - $16
$8
Transportation
Gasoline
(1 gallon)
$3.94
Taxi Ride
(1 mile)
$0.42
Data is collected and updated regularly using reputable sources, including corporate websites and governmental reporting institutions.
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