Investment Advisor

D.B.S.Finvest Private Limited is looking for Investment Advisor to join our dynamic team and embark on a rewarding career journey

Provide expert financial guidance to clients, helping them achieve their investment goals.

Responsibilities

• Analyze client financial situations.
• Develop personalized investment strategies.
• Manage client portfolios.
• Educate clients on investment options.
• Maintain client relationships.

Qualifications

• Relevant financial certifications (e.g., CFP).
• Strong understanding of investment principles.
• Excellent communication and interpersonal skills.
• Analytical and problem-solving abilities.
• Proficiency in financial software.

Experience: 3+ years in financial planning or investment management

Skills: Analytical mindset, excellent communication, and client management