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Financial Adviser

4 months ago


Singapore KENSOFT TECHNOLOGY PTE. LTD. Full time

Responsibilities:

  • Conduct thorough research and analysis of the Indian stock market to identify investment opportunities.
  • Develop and implement tailored investment strategies for clients based on their financial goals, risk tolerance, and market conditions.
  • Provide clients with uptodate, informed advice on stocks, bonds, and other securities within the Indian market.
  • Monitor clients' investment portfolios and make adjustments as needed to align with financial goals and market dynamics.
  • Stay abreast of market trends, regulatory changes, and economic indicators that may impact investments in the Indian stock market.
  • Educate clients on investment concepts and risks associated with the Indian stock market.
  • Prepare and present detailed reports on clients' portfolio performance and investment opportunities.
  • Build and maintain strong client relationships through excellent service and communication.

Qualifications:

  • Bachelor's degree in Finance, Economics, or related field. A Master's degree or professional certifications (such as CFA or CFP) is highly desirable.
  • Minimum of 3 years of experience in financial advisory, with a strong focus on the Indian stock market.
  • Proven track record of successful investment management and advisory services.
  • Deep understanding of the Indian economic environment, regulatory framework, and stock market operations.
  • Proficiency in financial analysis software and tools.

Skills:

  • Excellent analytical and quantitative skills.
  • Strong communication and presentation skills, with the ability to explain complex financial concepts in simple terms.
  • Detailoriented with a strong focus on accuracy and quality of advice.
  • Ability to work independently and make sound investment decisions.
  • High ethical standards and professionalism, with a commitment to client confidentiality.