Website:
globelance.com
Job details:
Location: Kolkata, India
Salary: Competitive
Job Summary
We are seeking a motivated and detail-oriented Chartered Financial Analyst (CFA) to join our team in Kolkata. The ideal candidate will be responsible for building and managing relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) clients. You will play a crucial role in understanding clients' financial goals, risk tolerance, and wealth creation objectives, providing tailored financial advice and investment strategies.
Key Responsibilities
- Develop and maintain strong relationships with HNW and UHNW clients.
- Assess clients' financial situations to understand their goals and risk tolerance.
- Provide customized investment strategies and financial planning solutions.
- Conduct thorough market research and analysis to identify investment opportunities.
- Prepare detailed financial reports and presentations for clients.
- Collaborate with internal teams to ensure a holistic approach to client service.
- Stay updated on financial regulations, market trends, and investment products.
- Participate in client meetings to discuss portfolio performance and adjustments.
Qualifications
- Chartered Financial Analyst (CFA) designation or pursuing the CFA program.
- Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
- Strong analytical and quantitative skills.
- Excellent communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in financial modeling and analysis tools.
- Knowledge of investment products and financial markets.
Benefits
- Competitive salary with performance-based incentives.
- Opportunities for professional development and growth.
- Dynamic and supportive work environment.
Skills: communication,investment expertise,hnw,investment strategies,strong analytical,risk tolerance,financial planning expertise,investment advisory
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