Financial Advisory Specialist

Position: Financial Advisory Specialist

Experience: 3-8 Years

Location: New Delhi

Job Summary

We are seeking an experienced Financial Advisory Specialist with 3 to 8 years of experience to join our team in New Delhi.

The ideal candidate will be an expert in providing personalized financial advice and a range of solutions to help clients achieve their long-term financial goals.

This role requires a professional with a strong understanding of investment strategies, risk management, and regulatory compliance.

You will be responsible for building and nurturing long-term client relationships while offering comprehensive and holistic financial solutions.

Key Responsibilities

- Provide personalized financial advice and investment recommendations to clients based on a thorough assessment of their goals and risk tolerance.

- Conduct in-depth financial analysis to create comprehensive financial plans that may include retirement planning, tax planning, and estate planning.

- Analyze market trends and economic data to identify investment opportunities and adjust strategies as needed.

- Build and maintain long-term client relationships by conducting regular reviews and acting as a trusted advisor.

- Ensure all activities and documentation are in full compliance with regulatory standards and internal policies.

- Collaborate with internal teams to provide a wide range of holistic financial solutions that meet client needs.

- Stay updated with the latest financial laws, market trends, and industry best practices.

Required Skills & Qualifications

- 3-8 years of experience in a financial advisory or similar role.

- Proven skills in Financial Advisory, Investment Planning, and Wealth Management.

- Expertise in Risk Management, Retirement Planning, and Tax Strategy.

- Strong analytical and problem-solving skills to conduct in-depth financial analysis.

- Excellent communication and interpersonal skills for building client relationships.

- A deep understanding of regulatory compliance in the financial sector