Investment Advisor
Full time
na Euro Exim Bank
no
India
Publicado em February 7, 2025
Detalhes do emprego
We need an Investment Advisor at our Chennai location. Skill sets required:
- Work experience in Wealth Management—this includes hands-on experience in financial planning, investment management, and creating and maintaining Investment portfolios.
- Hands on experience in dealing with HNI’s & Ultra-Net worth individuals & Wealth customers.
- Knowledge of Equity Trading, Securities & Mutual funds.
- Good communication skills & basic knowledge of MS. Office packages.
- Customer service oriented.
- Should have done any one or multiple certifications related to Wealth / Investment Management like CFA or FRM (Financial Risk manager), CFP (Certified Financial Planner or CIMA (certified Certified Investment analyst), etc.
- Total Work Experience required is – 4 to 8 years.
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