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Investment Advisor (NISM XA XB)
Horizen pvt ltd
Bengaluru, Karnataka, India8h agovia LinkedIn
Investment Advisor (NISM XA XB)
Horizen pvt ltd - Bengaluru
About the Role
- Full-time, on-site role.
- Engage with clients to understand financial goals, risk tolerance, and investment horizons.
- Provide unbiased, compliant advice across a range of financial products.
Key Responsibilities
- Prepare and review financial plans.
- Construct and monitor investment portfolios.
- Recommend appropriate investment strategies aligned with client objectives.
- Conduct regular client meetings.
- Respond to client queries.
- Provide market updates.
- Maintain detailed documentation of advice and transactions.
- Collaborate with internal teams to ensure seamless client onboarding, adherence to regulatory requirements, and continuous improvement of advisory processes.
Requirements & Tech Stack
- NISM Series XA and XB certifications.
- Strong knowledge of regulatory and compliance requirements.
- Comfort working with financial tools and software.
Qualifications
- Strong foundation in Finance and related concepts.
- Ability to interpret market trends and financial data.
- Proficiency in Financial Planning, including goal-based planning, asset allocation, and risk assessment.
- Practical experience with Investments and Investment Strategies, including portfolio construction and performance review.
- Excellent Customer Service skills, with the ability to build trust, communicate clearly, and manage client relationships professionally.
- Bachelor’s degree in Finance, Economics, Business, or a related field.
- Advanced certifications (e.g., CFP, CFA level) are an advantage.
- Strong analytical and quantitative skills.
- Attention to detail.
- Ability to manage multiple client engagements.
- High ethical standards.